Budgetsco MCP Server

Gerencie finanças pessoais, acompanhe transações e crie orçamentos com o Budgetsco.

Documentação

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
  • A Budgetsco personal access token

Setup

  1. Clone the repository
  2. Create a .env file in the root directory with your Budgetsco access token:
    BUDGETSCO_ACCESS_TOKEN='your_access_token_here'
    
  3. 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: Launch MCP Inspector against the server (tsx src/server.ts)
  • npm run start: Run the production server
  • npm run build: Build the project
  • npm run lint: Run linting checks
  • npm run format: Format code
  • npm 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 the official MCP TypeScript SDK (@modelcontextprotocol/sdk). The server uses stdio transport; log diagnostics to stderr only so stdout stays reserved for JSON-RPC.