Budgetsco MCP Server

MCP Server for Budgetsco, enabling personal finance management through transactions, budgeting, and financial tracking capabilities.

Table of Contents

• Prerequisites
• Setup
• Available Tools
• Development
• Configuration
• License

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: Start the development server
• 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.

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