Finance Intelligence MCP

Install

Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/ronit-019-finance-intelligence-mcp

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Permissions

What this server can do and what it asks for, from its tool list, install config and code. Checked Nov 1, 2026.

Tools

5 read · 4 write · 2 delete · 1 not yet classified

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1 (API keys, tokens or passwords)

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Python package

Tools (12)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• add_expense

  Add an expense to the database.

• compare_budget_vs_expenses

  Get the real-time spending status compared against active budgets on a given reference date. All provided filters are combined using AND. :param reference_date: ISO date (YYYY-MM-DD) to check active budgets. Defaults to today's local date. :param budget_type: Optional filter by budget scope: 'overall', 'category', or 'subcategory'. :param category: Optional filter by category name. :param subcategory: Optional filter by subcategory name. :param period: Optional filter by duration: 'weekly', 'monthly', 'quarterly', or 'yearly'. :return: A status summary comparing active budgets with actual exp…

• create_budget

  Create one or more budget tracking limits. You can either pass single budget parameters or a list of budget dicts in 'budgets'. :param budget_type: 'overall', 'category', or 'subcategory'. :param amount: Budget limit amount. :param period: 'weekly', 'monthly', 'quarterly', or 'yearly'. :param start_date: ISO start date (YYYY-MM-DD). :param end_date: ISO end date (YYYY-MM-DD). :param category: Optional category name. :param subcategory: Optional subcategory name. :param budgets: Optional list of budget dictionaries for bulk insertion. :return: A status dictionary containing details of the crea…

• delete_budgets

  Delete budgets matching the target filters. At least one target filter must be provided. All provided filters are combined using AND. :param budget_ids: List of specific budget IDs to delete. :param start_date: Filter start date in YYYY-MM-DD format (delete budgets starting on or after this date). :param end_date: Filter end date in YYYY-MM-DD format (delete budgets ending on or before this date; requires start_date). :param budget_type: Budget scope: 'overall', 'category', or 'subcategory'. :param category: Category name to filter target budgets. :param subcategory: Subcategory name to filte…

• delete_expenses

  Delete expenses matching the provided filters. At least one filter must be provided to prevent accidental deletion of all records. All provided filters are combined using AND. :param expense_ids: List of specific expense IDs to delete. :param start_date: Start date in YYYY-MM-DD format. :param end_date: End date in YYYY-MM-DD format (requires start_date). :param category: Category name. :param subcategory: Subcategory name. :return: A status dictionary indicating status and number of deleted records.

• expense_breakdown

  Summarize and breakdown expenses by columns or time units within a date range. :param start_date: Start date in YYYY-MM-DD format (inclusive). :param end_date: End date in YYYY-MM-DD format (inclusive). :param group_by: Dimension to group by: 'category', 'subcategory', 'note', or 'date'. Defaults to 'category'. :param breakdown: Date grouping unit: 'day', 'month', or 'year'. Defaults to 'day' if group_by is 'date'. :param category: Optional filter by category name. :param subcategory: Optional filter by subcategory name. :return: A list of summarized expense groups with total amounts and tran…

• expense_summary

  Generate an analytical expense summary with a rich Matplotlib chart. At least one grouping dimension ('period' or 'group_by') is recommended. :param period: Time aggregation: 'weekly', 'monthly', 'quarterly', 'yearly'. :param group_by: Column to group by: 'category', 'subcategory'. :param category: Optional filter by category. :param subcategory: Optional filter by subcategory. :param start_date: Optional filter to include expenses on or after this ISO date (YYYY-MM-DD). :param end_date: Optional filter to include expenses on or before this ISO date (YYYY-MM-DD). :return: A status dictionary …

• financial_health_score

  Calculate the user's financial health score. Args: auth_token: Authentication token of the current user. reference_month: Month to analyze in YYYY-MM format. If omitted, use the current month.

• list_budgets

  List all budgets matching the optional filters. All provided filters are combined using AND. :param budget_type: Optional filter by scope: 'overall', 'category', or 'subcategory'. :param category: Optional filter by category name. :param subcategory: Optional filter by subcategory name. :param period: Optional filter by duration: 'weekly', 'monthly', 'quarterly', or 'yearly'. :return: A list of budgets matching the filters.

• list_expenses

  List all expenses from the database within a date range (inclusive). If the list contains more than 50 items, it truncates the inline results to the first 50 and exports the full dataset to a downloadable CSV spreadsheet.

• update_budgets

  Update budgets matching the target filters with the specified values. At least one target filter and one update value must be provided. All provided filters are combined using AND. :param budget_ids: List of specific budget IDs to update. :param filter_budget_type: Filter by target scope: 'overall', 'category', or 'subcategory'. :param filter_category: Filter by target category name. :param filter_subcategory: Filter by target subcategory name. :param filter_period: Filter by target period duration. :param budget_type: New budget type ('overall', 'category', 'subcategory'). :param amount: Ne…

• update_expenses

  Update expenses matching the target filters with the specified values. At least one target filter and one update value must be provided. All provided filters are combined using AND. :param expense_ids: List of specific expense IDs to update. :param filter_start_date: Target start date to filter rows. :param filter_end_date: Target end date to filter rows. :param filter_category: Target category to filter rows. :param filter_subcategory: Target subcategory to filter rows. :param date: New date value in YYYY-MM-DD format. :param amount: New amount value. :param category: New category name. :par…

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Weekly downloads

27

Last commit

Oct 4, 2026 (1 month ago)

Last release

Jul 4, 2026 (4 months ago)

Last package publish

Jul 4, 2026 (4 months ago)

From GitHub (fetched Oct 24, 2026) and the package registry.

Details

Registry name

io.github.Ronit-019/finance-intelligence-mcp

Version

1.0.0

Auth

API key

Packages

pypi finance-intelligence-mcp

License

MIT

Repository

github.com/Ronit-019/Finance-Intelligence-MCP

First seen

Oct 24, 2026

Last checked

Oct 24, 2026

Source

Official MCP Registrygithub-graphql