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Accounting MCP Server

Provides transaction management, balance checks, transaction history, and monthly summaries via JSON-RPC for an AI assistant.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "annie25726-accounting-mcp": {
      "command": "python",
      "args": [
        "/path/to/accounting-mcp-demo/accounting_mcp/server.py"
      ],
      "env": {
        "YOUR_API_KEY": "YOUR_TOKEN"
      }
    }
  }
}

This MCP server provides an accounting toolkit you can call from an AI assistant. It exposes a set of tools to record transactions, check balances, view histories, and generate monthly summaries, enabling seamless financial management through JSON-RPC over a standardized interface.

How to use

You will interact with the server through an MCP client that can send JSON-RPC requests to the server. Use the available tools to record spending and income, query your current balance, list transactions with optional filters, and obtain a monthly financial summary. The integration enables your AI assistant to manage your finances by performing these actions as part of natural language conversations.

How to install

Prerequisites and environment setup: you need Python 3.11 or newer. You may use Conda for environment management, or a pure virtual environment with pip.

# Option A: Conda + uv (recommended for speed)
conda create -n myenv python=3.11
conda activate myenv
uv pip install -r requirements.txt
uv pip install -r requirements-dev.txt

# Option B: Pure Conda
conda create -n myenv python=3.11
conda activate myenv
pip install -r requirements.txt
pip install -r requirements-dev.txt

# Option C: Pure virtual environment
python -m venv venv
source venv/bin/activate  # macOS/Linux
pip install -r requirements.txt
pip install -r requirements-dev.txt

Run the MCP server and tests

Start the MCP server to begin handling requests. You can also run the interactive test client to try out commands.

# Run the MCP server
python -m accounting_mcp.server

# Run the interactive test client
python test_client.py

Configuration and integration with Claude Desktop

You can connect the MCP server to Claude Desktop by adding a server configuration that points to your local Python process running the MCP server. The following example shows how to register the server so Claude can invoke MCP tools.

{
  "mcpServers": {
    "accounting": {
      "command": "python",
      "args": ["/path/to/accounting-mcp-demo/accounting_mcp/server.py"],
      "env": {}
    }
  }
}

Available tools

add_transaction

Adds a new financial transaction with amount, category, and description.

get_balance

Retrieves the current account balance.

list_transactions

Lists transactions with optional filters such as date range or category.

get_monthly_summary

Fetches a summary of financial activity for the current month.