Expense Budget Tracker — Claude Code MCP server guide
Connects AI assistants to personal finance records over Streamable HTTP. It lets models review balances, read schemas, and record transactions using scoped permissions.
claude mcp add --transport http expense-budget-tracker https://mcp.expense-budget-tracker.com/mcpWhat Expense Budget Tracker does
This server links coding agents directly to a Postgres-backed personal finance tracker using remote Streamable HTTP. Five dedicated tools are exposed: list_workspaces, get_schema, get_guide, sql_query, and sql_execute. Assistants work against simplified financial tables by executing single SQL statements scoped to a specific workspace.
Authentication relies on standard OAuth flows pairing authorization codes with PKCE. The expenses:read scope grants access to schema inspection and data selection, while committing new transactions requires expenses:write. Attempting to call sql_execute without write permission triggers an authorization failure. MCP OAuth tokens and direct Agent API keys cannot be interchanged.
What it helps with
- retrieve transaction histories and account balances with SQL queries
- insert financial records parsed from bank receipts into tracking tables
- check database schema definitions and column constraints prior to running queries
- restrict agent permissions between read-only inspection and write operations
Example prompts for the agent
- Query my latest 15 grocery transactions using sql_query.
- Inspect the schema of ledger_entries with get_schema before making updates.
- Execute an insert for a 42.50 USD grocery payment via sql_execute.
How to install Expense Budget Tracker
Platform CLI: remote server
claude mcp add --transport http expense-budget-tracker https://mcp.expense-budget-tracker.com/mcpPlatform CLI: remote server
codex mcp add sql-api --url https://mcp.expense-budget-tracker.com/mcpConfig file
{
"mcpServers": {
"sql-api": {
"url": "https://mcp.expense-budget-tracker.com/mcp"
}
}
}Config file
{
"servers": {
"sql-api": {
"type": "http",
"url": "https://mcp.expense-budget-tracker.com/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http sql-api https://mcp.expense-budget-tracker.com/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Expense Budget Tracker
How do I install Expense Budget Tracker in Claude Code?
Run this command in your terminal to register the remote server: claude mcp add --transport http expense-budget-tracker https://mcp.expense-budget-tracker.com/mcp.
What does Expense Budget Tracker do?
It provides an MCP interface for querying budgets, checking balances, and modifying financial entries. Agents access data through five specialized tools backed by PostgreSQL.
Which permissions are required to add transactions?
Modifying data with sql_execute requires the expenses:write OAuth scope. Without it, the assistant can only read schemas and run select queries under expenses:read.
