Finance Intelligence MCP

Name: Finance Intelligence MCP
Author: Ronit-019

作者：Ronit-019版本 1.0.0i★ –i在你的电脑上运行

注册名称io.github.Ronit-019/finance-intelligence-mcp

安装

概览

作者提供的说明（英文原文）

Personal finance MCP server with budgeting, analytics, and PostgreSQL.

PopNx MCP 的三大支柱

这三项永远不会合并成一个分数：意见、测量和人气是不同的东西。

用户评价i暂无评价评价功能将在后续阶段与账户功能一起开放
我们的基础检查i1 项中通过 1 项依据公开信息检查；尚未扫描代码
使用情况i非常新↓ 24/周 · ★ –

它能帮你做什么

我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。

连接方式: 在你的电脑上运行
传输方式: stdio
分类: 会计、财务与税务
你需要填写：DATABASE_URL

安装

选择你使用的 AI 应用，然后复制设置。

安装之前

基础检查：1 项中通过 1 项
在你的电脑上运行，拥有你的用户账户的权限（文件、网络、应用）。
需要你自己填写： DATABASE_URL

标为机密的值是你账户的钥匙。千万不要分享给别人，也不要粘贴到聊天里。

你需要

PyPI已安装 Python 的 uv（用于 uvx 命令）

你用的是哪个应用？

ClaudeClaude CodeCursorVS CodeChatGPT

在上方选择你的应用。我们会记住它，下次按钮会显示“安装到 …”。

打开 Claude Desktop → Settings → Developer → Edit Config，把下面的内容粘贴到 claude_desktop_config.json

{
  "mcpServers": {
    "finance-intelligence": {
      "command": "uvx",
      "args": [
        "finance-intelligence-mcp"
      ],
      "env": {
        "DATABASE_URL": "your-value"
      }
    }
  }
}

在终端中运行这条命令

claude mcp add finance-intelligence --env DATABASE_URL=your-value -- uvx finance-intelligence-mcp

运行前请先填写空着的值。

在 Cursor 中打开

或者自己复制设置

粘贴到项目中的 .cursor/mcp.json，或 ~/.cursor/mcp.json

{
  "mcpServers": {
    "finance-intelligence": {
      "command": "uvx",
      "args": [
        "finance-intelligence-mcp"
      ],
      "env": {
        "DATABASE_URL": "your-value"
      }
    }
  }
}

浏览器会先询问是否打开应用，然后应用会显示设置并请你确认。密钥的值会留空，由你自己填写。

在 VS Code 中打开

或者自己复制设置

粘贴到项目中的 .vscode/mcp.json

{
  "servers": {
    "finance-intelligence": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "finance-intelligence-mcp"
      ],
      "env": {
        "DATABASE_URL": "your-value"
      }
    }
  }
}

浏览器会先询问是否打开应用，然后应用会显示设置并请你确认。密钥的值会留空，由你自己填写。

这个服务器在你的电脑上运行，而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。

你的选择通过 Cookie 保存在这台设备上，无需账户。

需要你填写的值

DATABASE_URL 机密必填 env
PostgreSQL connection string.

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同，请以 README 为准。

它能做什么

它在你的电脑上运行；安装后，工具列表会显示在你的 AI 应用中。

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月8日

✓ 通过
作者与仓库一致
注册名称已通过 GitHub 账户 Ronit-019 验证，该账户拥有此仓库
… 尚未检查
仍在维护
我们还没有从 GitHub 读取这个仓库
… 尚未检查
有许可证
我们还没有从 GitHub 读取这个仓库
– 不适用
端点有响应
它在你的电脑上运行，没有互联网端点
– 不适用
使用 OAuth 登录
在你的电脑上运行，改用本地设置
… 尚未检查
工具描述中没有隐藏指令
它在你的电脑上运行；我们只能读取互联网端点的工具列表

与“会计、财务与税务”中的其他服务器比较i

星标数多于此分类中其他 2933 个服务器的 0%
发布到注册中心的时间比此分类中其他 2933 个服务器的 17% 更新
基础检查结果等于或优于此分类中其他 2933 个服务器的 100%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

常见问题

Finance Intelligence MCP 安全吗？

它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前，请先看看这个服务器要求哪些权限，并使用只具备所需权限的密钥。

它需要哪些密钥或代码？

你需要填写：DATABASE_URL

它在我的电脑上运行还是在云端？

它在你的电脑上运行。你的 AI 应用会在需要时启动它，数据不会经过作者的服务器（除非它自己调用在线服务）。

它还在维护吗？

GitHub 仓库最后更新于–，最新版本（1.0.0）于4个月前进入注册中心。

哪些应用可以使用它？

支持 MCP 的应用，例如 Claude Desktop、Claude Code、Cursor 和 VS Code。你的电脑上还需要有 Python (uv)。

有什么可以替代它？

同一分类中有：Finance Toolkit, SolidInvoice, Korea Tax Calculator

替代选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：↓ 每周下载量i★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

Finance Toolkit

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

作者：JerBouma广泛使用↓ 1.6万/周★ 5496昨天更新

电脑或云端

安装

SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

作者：SolidInvoice正在增长★ 9819天前更新

在云端运行✓ solidinvoice.co

安装

Korea Tax Calculator

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

作者：UpstageAI正在增长↓ 3172/周★ 97前天更新

在你的电脑上运行

安装

作者的 README

打开 README

按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。

Finance Intelligence MCP Server

Finance Intelligence MCP is a production-ready Model Context Protocol (MCP) server that enables AI assistants (like Claude, Cursor, and others) to securely manage and analyze personal finances through natural language.

Released under the MIT License and designed to be extended with additional finance tools.

🔍 Overview

Unlike standard cloud-based personal finance apps, Finance Intelligence MCP keeps all financial data under your absolute control.

No Accounts / Subscriptions: Direct connection to your private database with zero SaaS dependencies.
Zero Telemetry: Your financial logs never go to external analytic APIs.
Full AI Context: Your AI assistant can query history, check budget status, make charts, and answer financial questions instantly.

🛠️ Architecture

   ┌────────────────────────────────┐

│ MCP Client │ │ (Claude Desktop, Cursor, etc) │ └───────────────┬────────────────┘ │ │ (STDIO Transport Protocol) ▼ ┌────────────────────────────────┐ │ Finance Intelligence Server │ │ (Local) │ └───────────────┬────────────────┘ │ │ (Direct SQL Pool Connection) ▼ ┌────────────────────────────────┐ │ PostgreSQL Database │ │ (Supabase, Local, RDS, etc) │ └────────────────────────────────┘

✨ Features

Expense Operations: Create, view, edit, and bulk-delete expense entries.
Multi-level Budgeting: Set limits for overall spending, specific category thresholds, or down to nested subcategory targets.
Analytics Breakdowns: Aggregate expenses by category, subcategory, notes, or dates over weekly/monthly/yearly time blocks.
Visual Charts: Exposes tools that generate Matplotlib line/bar charts of historical spending automatically.
Excel Spreadsheet Export: Truncates long list responses and generates download-ready Excel spreadsheets for massive datasets.
Financial Health Scoring: Calculates a deterministic financial health score grade based on 6 core personal finance KPIs.

⚙️ Requirements & Compatibility

Transport: stdio
Supported Platforms:
Windows
macOS
Linux
Python Compatibility: Python 3.10, 3.11, and 3.12 (Tested)
Database: PostgreSQL 12+ (e.g. Supabase, RDS, or local Postgres)
Supported Clients:
Claude Desktop
Cursor
*Compatible with any MCP client supporting stdio.*

💾 Installation & Setup

1. Quick Setup (Shortcut)

If you have uv installed, get started in 2 lines:

git clone https://github.com/Ronit-019/Finance-Intelligence-MCP.git

cd Finance-Intelligence-MCP uv sync

2. Detailed Installation

Step A: Get a PostgreSQL Connection URL

The easiest, free option is Supabase:

Go to Supabase and create a free project.
Go to Project Settings (gear icon) > Database.
Under Connection string, select URI and copy the string.

*Example*: postgresql://postgres.[your-project-ref]:[your-password]@aws-0-us-east-1.pooler.supabase.com:5432/postgres
*(Replace [your-password] with your database password).*

Step B: Clone the Repository

Clone the codebase to a directory on your machine:

git clone https://github.com/Ronit-019/Finance-Intelligence-MCP.git

cd Finance-Intelligence-MCP

Copy the absolute path of this directory (e.g. `C:/Users/Admin/Desktop/Finance-Intelligence-MCP`).

*Note: Always use forward slashes (/) for paths in JSON configs.*

Step C: Install Dependencies

If you do not have uv installed, install from the project metadata:

pip install -e .

3. Client Integration

Claude Desktop Setup

Open your Claude configuration file (claude_desktop_config.json):

Windows: Press Win + R, paste %APPDATA%\Claude\claude_desktop_config.json and press Enter.
macOS: Paste ~/Library/Application Support/Claude/claude_desktop_config.json in Finder's Go to Folder.

Add this entry to mcpServers:

"mcpServers": { "finance-intelligence": { "command": "uv", "args": [ "--directory", "REPLACE_WITH_ABSOLUTE_PATH_TO_CLONED_DIRECTORY", "run", "python", "main.py" ], "env": { "DATABASE_URL": "REPLACE_WITH_YOUR_SUPABASE_CONNECTION_STRING" } } } }

3. Save and completely **restart Claude Desktop**.

Cursor IDE Setup

Go to Settings > Features > MCP.
Click + Add New MCP Server:

Name: Finance Intelligence
Type: command
Command: bash uv --directory "REPLACE_WITH_ABSOLUTE_PATH_TO_CLONED_DIRECTORY" run python main.py

Click + Add Env Var:

Key: DATABASE_URL
Value: REPLACE_WITH_YOUR_SUPABASE_CONNECTION_STRING

Click Save and refresh.

💬 Example Prompts

Once configured, try talking to your AI assistant:

*"Add ₹250 for lunch today under food."*
*"Show my spending breakdown this month."*
*"Generate an Excel report of all my expenses between May and July."*
*"Am I exceeding my monthly budget limit?"*
*"How much did I spend on dining out this week?"*
*"Calculate my monthly financial health score and give me feedback."*
*"Generate a spending chart for the last 30 days."*

🛠️ Available Tools

The server registers 12 core tools on the client:

Tool Name	Parameters	Description
`add_expense`	`date`, `amount`, `category`, `subcategory`, `note`	Inserts a new expense transaction.
`list_expenses`	`start_date`, `end_date`	Lists transactions, exports to Excel if count > 50.
`expense_breakdown`	`start_date`, `end_date`, `group_by`, `breakdown`, `category`, `subcategory`	Aggregates spending sums and counts.
`delete_expenses`	`expense_ids`, `start_date`, `end_date`, `category`, `subcategory`	Deletes expenses matching filters.
`update_expenses`	`expense_ids`, `filter_...`, `date`, `amount`, `category`, `subcategory`, `note`	Edits expense records.
`create_budget`	`budget_type`, `amount`, `period`, `start_date`, `end_date`, `category`, `subcategory`, `budgets`	Registers new spending limits.
`list_budgets`	`budget_type`, `category`, `subcategory`, `period`	Returns registered budgets.
`update_budgets`	`budget_ids`, `filter_...`, `budget_type`, `amount`, `period`, `start_date`, `end_date`, `category`, `subcategory`	Modifies active budgets.
`delete_budgets`	`budget_ids`, `start_date`, `end_date`, `budget_type`, `category`, `subcategory`, `period`	Deletes target budget limits.
`compare_budget_vs_expenses`	`reference_date`, `budget_type`, `category`, `subcategory`, `period`	Compares budget vs actual spending.
`expense_summary`	`period`, `group_by`, `category`, `subcategory`, `start_date`, `end_date`	Generates a Matplotlib line/bar chart.
`financial_health_score`	`reference_month`	Evaluates 6 key personal finance indicators.

💡 Troubleshooting

1. `uv: command not found`

If the client cannot locate uv, update your config file to run standard Python:

Ensure you ran pip install -e . inside the repository.
Update config:

"finance-intelligence": {

"command": "python", "args": [ "REPLACE_WITH_ABSOLUTE_PATH_TO_CLONED_DIRECTORY/main.py" ], "env": { "DATABASE_URL": "REPLACE_WITH_YOUR_SUPABASE_CONNECTION_STRING" } }

2. Invalid `DATABASE_URL` / PostgreSQL Connection Errors

Make sure you replaced [your-password] with your actual database password in the Supabase URI string.
Ensure there are no surrounding spaces or special characters in the URL string.
Verify your Supabase instance is active and not paused.

3. Claude Not Detecting the Server

Double check that the folder paths in claude_desktop_config.json use forward slashes (/), even on Windows.
Check the logs at %APPDATA%\Claude\logs\mcp*.log (Windows) or ~/Library/Logs/Claude/mcp*.log (macOS) to see the exact startup error.

📁 Repository Structure

├── src/                       # Helper packages

│ ├── init.py │ ├── budget.py # Budget database operations │ ├── analytics.py # Breakdown aggregations & Matplotlib routines │ └── health.py # KPIs and financial health calculator ├── main.py # FastMCP Server application ├── categories.json # Category mapping catalog ├── pyproject.toml # Dependencies ├── LICENSE # MIT License file └── README.md # This file

🤝 Contributing

Contributions, bug reports, and feature requests are welcome! Please open an issue before submitting major changes or pull requests.

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

👨💻 Author

Ronit Rajput

Portfolio: https://ronitportfolio-seven.vercel.app/assistant
GitHub: https://github.com/Ronit-019
LinkedIn: https://www.linkedin.com/in/ronit-rajput/