About Finance Coach MCP
Finance Coach MCP is an MCP server in the Other category.
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From source
git clone https://github.com/chai-sura/finance-coach-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
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README
💰 Finance Coach MCP
A personal finance coach app built with Python, Streamlit, OpenAI GPT-4o-mini, and the MCP (Model Context Protocol) SDK.
✨ Features
- 💬 AI Chat Agent — talk naturally to log expenses, income, budgets, and get advice
- 📊 Analytics Dashboard — 4 detailed pages with charts, trends, and breakdowns
- 🎯 Budget Tracking — set limits, get alerts when you're close or over
- 🏆 Health Score — 0–100 financial health score based on your data
- 🤖 MCP Server — 18 tools exposed via the Model Context Protocol
- 💾 Local JSON Storage — simple file-based persistence, no database needed
🛠️ Tech Stack
| Layer | Technology |
|---|---|
| UI | Streamlit |
| AI | OpenAI GPT-4o-mini |
| Protocol | MCP SDK (FastMCP) |
| Storage | JSON files |
| Charts | Plotly |
| Language | Python 3.11+ |
📁 Project Structure
finance-coach-mcp/
├── dashboard/
│ ├── app.py ← Main AI chat dashboard
│ └── pages/
│ ├── 1_expenses.py ← Expense analytics
│ ├── 2_income.py ← Income analytics
│ ├── 3_budgets.py ← Budget tracking
│ └── 4_advice.py ← AI advice history
├── data/ ← JSON storage (auto-created)
├── mcp_server/
│ ├── server.py ← FastMCP server (18 tools)
│ └── tools/
│ ├── expenses.py
│ ├── income.py
│ ├── budgets.py
│ ├── summary.py
│ ├── context.py
│ └── advice.py
├── utils/
│ ├── storage.py ← JSON read/write helpers
│ └── ai_client.py ← OpenAI client wrapper
├── main.py ← Entry point
├── requirements.txt
└── .env.example
🚀 Getting Started
1. Clone & install
git clone https://github.com/chai-sura/finance-coach-mcp
cd finance-coach-mcp
python -m venv fin_env
source fin_env/bin/activate # Windows: fin_env\Scripts\activate
pip install -r requirements.txt
2. Set up your API key
cp .env.example .env
# Edit .env and add your OpenAI API key
.env:
OPENAI_API_KEY=sk-...
3. Run
# Dashboard only (recommended)
python main.py --mode dashboard
# MCP server only
python main.py --mode mcp
# Both together
python main.py
Dashboard opens at http://localhost:8501
🔧 MCP Tools
The MCP server exposes 18 tools:
| Category | Tools |
|---|---|
| Expenses | log_expense, get_expenses, get_expenses_by_category, delete_expense |
| Income | log_income, get_income, get_income_by_source, delete_income |
| Budgets | set_budget, get_budgets, get_budget_alerts |
| Summary | get_summary, get_monthly_trend |
| Context | view_context, get_financial_health_score |
| Advice | get_advice, get_advice_history, get_latest_advice |
💬 Example Chat Commands
"I spent $50 on groceries"
"I earned $3000 salary"
"Set $300 monthly budget for dining"
"Show my financial summary"
"Give me financial advice"
"What's my health score?"
⚠️ Notes
- JSON storage is for local/personal use only — not production-ready
- OpenAI API costs are minimal (GPT-4o-mini, ~$0.01 per conversation)
- Data is stored in the
data/folder — add to.gitignoreif sensitive
📄 License
MIT
README copy captured when this server was indexed; it may lag the repository. The original is authoritative.