solvent-mcp

Solvent MCP Server

MCP (Model Context Protocol) server for Solvent - Personal Finance Manager. This allows Claude to interact with your Solvent data through natural language.

Features

• Expenses: List, create, update, and delete expenses
• Incomes: List, create, update, and delete incomes
• Categories: List, create, update, and delete categories
• Recurring Transactions: List, create, update, and delete recurring transactions

Setup

1. Create an MCP Token

• Log into your Solvent account
• Go to Settings > Tokens
• Click Create Token
• Select MCP as the token type
• Set the permissions you want to grant
• Copy the token (you won't be able to see it again!)

2. Choose Your Connection Method

Option A: Claude.ai Connector (Recommended for Web)

Use this if you want to use Claude through the web interface (claude.ai).

• After creating your MCP token, copy the Connector URL shown
• Go to Claude.ai
• Click on "Search and tools" > "Add connectors"
• Select "Add custom connector"
• Paste the Connector URL
• Click Connect

The Connector URL format is:

https://your-solvent-domain.com/api/mcp?token=slvt_your_token_here

Option B: Claude Desktop (Local)

Use this if you want to use Claude Desktop on your computer.

• Install Node.js (v18 or later) from nodejs.org

• Install the MCP server globally:

npm install -g solvent-mcp

Or run directly with npx:

npx solvent-mcp --token slvt_xxx --api-url https://your-solvent-domain.com

• Configure Claude Desktop by editing the config file:

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

Add the following configuration:

{
  "mcpServers": {
    "solvent": {
      "command": "npx",
      "args": [
        "solvent-mcp",
        "--token", "slvt_your_token_here",
        "--api-url", "https://your-solvent-domain.com"
      ]
    }
  }
}

• Restart Claude Desktop

Usage Examples

Once connected, you can ask Claude things like:

• "Show me my expenses from last week"
• "Create a new expense of $50 for groceries"
• "List all my income categories"
• "What are my recurring expenses?"
• "Create a monthly recurring expense of $15 for Netflix"

Available Tools

Expenses

Tool	Description
list_expenses	List all expenses (optionally with category info)
get_expense	Get a single expense by ID
create_expense	Create a new expense
update_expense	Update an existing expense
delete_expense	Delete an expense

Incomes

Tool	Description
list_incomes	List all incomes (optionally with category info)
get_income	Get a single income by ID
create_income	Create a new income
update_income	Update an existing income
delete_income	Delete an income

Categories

Tool	Description
list_categories	List all categories (with optional filters)
get_category	Get a single category by ID
create_category	Create a new category
update_category	Update an existing category
delete_category	Delete a category

Recurring Transactions

Tool	Description
list_recurrings	List all recurring transactions
get_recurring	Get a single recurring transaction by ID
create_recurring	Create a new recurring transaction
update_recurring	Update an existing recurring transaction
delete_recurring	Delete a recurring transaction

Permissions

When creating an MCP token, you can control which operations Claude can perform:

Permission	Allows
Expenses: Read	List and view expenses
Expenses: Write	Create, update, delete expenses
Incomes: Read	List and view incomes
Incomes: Write	Create, update, delete incomes
Categories: Read	List and view categories
Categories: Write	Create, update, delete categories
Recurrings: Read	List and view recurring transactions
Recurrings: Write	Create, update, delete recurring transactions

Development

Building from Source

cd mcp-server
npm install
npm run build

Running in Development

npm run dev -- --token slvt_xxx --api-url http://localhost:3000

Security Notes

• Your MCP token grants access to your financial data
• Only create tokens with the minimum permissions needed
• Revoke tokens you no longer need from the Settings page
• The token is stored locally on your machine (Claude Desktop) or transmitted securely (Claude.ai)

Troubleshooting

"Token is not an MCP token"

Make sure you selected MCP as the token type when creating the token. API tokens cannot be used for MCP connections.

"Invalid or revoked token"

Your token may have been revoked. Create a new MCP token in Settings.

Connection issues with Claude Desktop

• Make sure Node.js is installed: node --version
• Check the Claude Desktop logs for errors
• Verify your config file is valid JSON
• Restart Claude Desktop after making config changes

License

MIT