# Expense

An MCP server for tracking receipts, mileage, and reports through an AI assistant. It connects with OAuth and accepts receipts from several sources.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 6
- Author: assaf
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/assaf/expense
- Updated: 2026-10-21
- HTML: https://affpapa.org/en/nevibecode/mcp/expense

## What it does

Expense accepts photos, screenshots, PDFs, clipboard content, and receipts from a connected Fastmail or Gmail inbox. It extracts the merchant, amount, and category, keeps the image with the record, and assigns the expense to an IRS Schedule C line. Mileage uses the IRS rate selected for the trip’s date and category. Reports can be exported as a PDF with attached receipts or as a ZIP archive.

The MCP endpoint is `https://expense.labnotes.org/mcp`. An assistant can add receipts, record drives, answer spending questions, manage reports, and reconcile a bank statement. Access uses OAuth: sign in and approve the connection, with no API key involved. The assistant cannot connect until that approval is completed.

## Requirements
- Remote server: `https://expense.labnotes.org/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http expense https://expense.labnotes.org/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add expense --url https://expense.labnotes.org/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "expense": {
            "url": "https://expense.labnotes.org/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "expense": {
            "type": "http",
            "url": "https://expense.labnotes.org/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http expense https://expense.labnotes.org/mcp
```

## When to use it
- capture receipts from email, PDFs, and images
- extract the merchant, amount, and expense category
- calculate mileage using the IRS rate
- export a report with its receipts as PDF or ZIP
- match a bank statement against recorded expenses

## Example prompts
- Add the receipt from `receipt.pdf` and assign its proper expense category.
- Log the drive described in my last message using the IRS rate for its date and trip type.
- Match this bank statement against the expenses in the selected report.

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