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`: 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": ""
      }
    }
  }
}

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.