Budgetsco MCP Server
MCP Server for Budgetsco, enabling personal finance management through transactions, budgeting, and financial tracking capabilities.
Table of Contents
Prerequisites
- Node.js (version 22.x recommended)
- Check your Node.js version with:
node --version
- Check your Node.js version with:
- A Budgetsco personal access token
Setup
- Clone the repository
- Create a
.envfile in the root directory with your Budgetsco access token:BUDGETSCO_ACCESS_TOKEN='your_access_token_here' - Install dependencies:
npm install
Available Tools
The server provides several tools for managing personal finances:
Transactions
- Create, edit, and delete transactions
- View transaction history with flexible filters
- Support for various payment modes (Cash, Credit Card, UPI, etc.)
Categories
- Get predefined and custom categories
- Create and manage custom categories
- Categorize transactions for better financial tracking
Recurring Transactions
- Set up automated recurring transactions
- Manage daily, monthly, or yearly recurring entries
- Skip or mark recurring transactions as complete
Budgeting
- Set and manage budgets for different categories
- Track budget utilization
- Get detailed budget breakdowns
Currency
- Set and manage currency preferences
- Support for multiple international currencies
Development
Available commands:
npm run dev: Start the development servernpm run start: Run the production servernpm run build: Build the projectnpm run lint: Run linting checksnpm run format: Format codenpm run test: Run tests
Configuration
Environment Variables
BUDGETSCO_ACCESS_TOKEN(required): Your Budgetsco personal access token
Client Configuration
To use this MCP server with clients like Claude, add the following configuration:
{
"mcpServers": {
"budgetsco": {
"command": "npx",
"args": ["@budgetsco/mcp"],
"env": {
"BUDGETSCO_ACCESS_TOKEN": "<YOUR_TOKEN>"
}
}
}
}
License
This project is licensed under the MIT License. See the LICENSE file for details.
Built with FastMCP