Quantix Personal Finance MCP Server

MCP (Model Context Protocol) server for the Quantix Personal Finance API. Exposes all endpoints as MCP tools with full input validation and modular architecture.

Features

• Accounts: Manage bank accounts, wallets, savings, and investments.
• Categories: Create, list, update, and delete financial categories (INCOME/EXPENSE).
• Credit Cards: Manage cards, view/pay statements, and track statement status.
• Transactions: Full CRUD with filters (month, date range, account, category, card, type, paid status), recurring payments, and installment handling.
• Transactions (paid status): Mark transactions as paid or unpaid.
• Settings: Manage global user preferences (name, currency, language).
• Summary: Financial summary by month or custom date range — income, expenses, balance, credit card totals, and category breakdowns.
• Data: Export and import a full backup of all user data.

All tool inputs are validated using Zod schemas matching the OpenAPI spec.

Prerequisites

• Node.js (v18 or higher)
• npm
• Access to Quantix API and API Key

Installation

1. Clone or navigate to the project repository.

2. Install dependencies:

   npm install
   

Configuration

Create a .env file in the project root:

QUANTIX_API_URL=https://api.quantix.example.com
QUANTIX_API_KEY=your_api_key_here
MCPPORT=3001

Building the Project

npm run build

The compiled output will be in the dist directory.

Usage

Quick Start (npx)

npx quantix-mcp

Make sure the environment variables (QUANTIX_API_URL, QUANTIX_API_KEY) are set in your environment.

Development

npm run dev

Production

npm start

MCP Inspector (Recommended for Testing)

1. Build the project:

   npm run build
   

2. Run the inspector:

   npx @modelcontextprotocol/inspector node dist/index.js
   

3. Open the provided URL to interact with your server.

Exposed MCP Tools

See openapi.yaml at the project root for full endpoint and schema details.

Setup with Claude Desktop

1. Locate your Claude Desktop configuration file:

   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json

2. Add the server configuration:

   Using npx (Recommended):

   {
     "mcpServers": {
       "quantix": {
         "command": "npx",
         "args": ["-y", "quantix-mcp"],
         "env": {
           "QUANTIX_API_URL": "https://api.quantix.example.com",
           "QUANTIX_API_KEY": "your_api_key_here"
         }
       }
     }
   }
   

   Using local build (For developers):

   {
     "mcpServers": {
       "quantix": {
         "command": "node",
         "args": ["/absolute/path/to/dist/index.js"],
         "env": {
           "QUANTIX_API_URL": "https://api.quantix.example.com",
           "QUANTIX_API_KEY": "your_api_key_here"
         }
       }
     }
   }
   

Testing

npm test

License

ISC