Personal Finance Tracker
Enables Claude to store and query personal finance transactions using semantic search. Transactions are persisted in ChromaDB and JSON, allowing natural language questions about spending trends and portfolio allocations.
What is Personal Finance Tracker?
Personal Finance Tracker is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to enables claude to store and query personal finance transactions using semantic search. transactions are persisted in chromadb and json, allowing natural language questions about spending trends and po...
Enables Claude to store and query personal finance transactions using semantic search. Transactions are persisted in ChromaDB and JSON, allowing natural language questions about spending trends and portfolio allocations.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Enables Claude to store and query personal finance transacti
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx my-finance-mcp-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about Personal Finance Tracker
What is Personal Finance Tracker?
Personal Finance Tracker is a Model Context Protocol (MCP) server that enables claude to store and query personal finance transactions using semantic search. transactions are persisted in chromadb and json, allowing natural language questions about spending trends and portfolio allocations. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Personal Finance Tracker?
Follow the installation instructions on the Personal Finance Tracker GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Personal Finance Tracker?
Personal Finance Tracker works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Personal Finance Tracker free to use?
Yes, Personal Finance Tracker is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.
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Browse More Finance & Fintech MCP Servers
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Set Up Personal Finance Tracker in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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