spendlog-mcp

spendlog-mcp

An MCP server for tracking expenses, income, and invoices directly inside Claude.

Quick Start

npx spendlog-mcp

The installer detects Claude Desktop or Claude Code, adds the MCP config, and creates a local SQLite database. Restart Claude afterward.

To verify: tell Claude "Track 1€ test expense". If it confirms, you're set.

Requires Node.js 20+. See spendlog.dev/docs for a detailed setup guide.

What it does

• Track expenses and income in natural language
• Generate PDF invoices with auto-numbering
• Set budgets with spending limits per category
• Manage recurring expenses (subscriptions, rent, etc.)
• Tag transactions by project for per-project profit/loss
• Export to CSV/JSON, including DATEV-compatible format for accountants
• Compare spending across months, quarters, or years
• Built-in SKR03 categories, plus custom ones
• English and German (i18n)
• All data stored locally in ~/.spendlog/spendlog.db -- cloud sync is opt-in

Examples

Tracking expenses:

You: "29€ for ChatGPT subscription"
Claude: Expense saved: 29.00 € — Category: IT & Software

You: "Export 2025 for my accountant"
Claude: Export complete — 247 transactions written to ~/spendlog-export-2025.csv

Invoices:

You: "Create invoice for TechCorp, web development, 8h at 95€/h"
Claude: Invoice #2026-004 created — 760.00 € — PDF saved to ~/invoices/2026-004.pdf

You: "Mark it as paid"
Claude: Invoice #2026-004 marked as paid, income recorded.

Tools

42 tools across 9 categories:

Category	Tools
Transactions	add_expense add_income list_transactions update_transaction delete_transaction
Analysis	get_summary get_category_breakdown compare_periods get_tax_summary
Invoices	create_invoice list_invoices get_invoice mark_invoice_sent mark_invoice_paid duplicate_invoice
Budgets	set_budget get_budget_status list_budgets update_budget delete_budget
Recurring	create_recurring list_recurring delete_recurring process_recurring
Projects	create_project list_projects rename_project delete_project
Categories	list_categories add_category delete_category
Export	export_transactions export_invoices export_for_tax_advisor
Sync	connect disconnect connection_status sync_now sync_status
Settings	get_profile set_profile get_notifications

Full API reference

Configuration

If the installer didn't work, add Spendlog manually.

Claude Desktop — edit your config file (location by OS):

{
  "mcpServers": {
    "spendlog": {
      "command": "npx",
      "args": ["-y", "spendlog-mcp"]
    }
  }
}

Claude Code:

claude mcp add spendlog -- npx -y spendlog-mcp

Environment variables

Pass these via the env key in your MCP config:

Variable	Description	Default
SPENDLOG_LANGUAGE	en or de	en
SPENDLOG_DATA_DIR	Data directory path	~/.spendlog
SPENDLOG_PROJECT	Default project for all transactions	none

Privacy

All data stays on your machine by default. Cloud sync (via spendlog.dev) is opt-in -- run connect to enable it.

Note: Spendlog is a tracker, not accounting software. It's not tax-compliant. Use it for personal insights, not official bookkeeping.

Development

git clone https://github.com/makz81/spendlog-mcp.git
cd spendlog-mcp
npm install
npm run dev

See CONTRIBUTING.md for details.

License

MIT