我的金融MCP服务器
简单的模型上下文协议服务器，允许Claude存储个人财务交易，然后通过语义搜索进行查询。事务在ChromaDB中持久化，用于矢量搜索，并使用JSON分类账进行备份。
与Claude Desktop一起运行它，你会得到一个AI簿记员，它会记住你的收据、对账单和投资组合，然后回答有关支出趋势、分配或你上传的任何其他内容的自然语言问题。
设置
安装
uv sync跑
uv run my_finance_mcp.py配置Claude桌面
增添 ~/.claude_desktop_config.json:
{
"mcpServers": {
"my-finance": {
"command": "uv",
"args": [
"run",
"--project",
"/path/to/my_finance",
"/path/to/my_finance/my_finance_mcp.py"
]
}
}
}用法
外露工具：
store_transactions(transactions)-摄取结构化交易（Claude将从上传的文档中提取它们）query_financial_history(query)–对存储的所有内容进行语义搜索list_transactions(limit=20, offset=0, category=None)-浏览JSON分类账，检查保存的内容并查看每笔交易的索引delete_transactions(indices=None, delete_all=False, confirm=False)–按索引删除条目或将其全部擦除（需要confirm=True)
- 将财务数据上传至Claude
- 说：“存储此交易数据”
- Claude调用MCP服务器进行保存
- 后来问：“上个月我在杂货上花了多少钱？”
- Claude通过MCP搜索您的历史数据
- 使用“显示存储的事务”或“删除事务xx”调用管理工具
Claude桌面交互示例
User: Remember these portfolio positions for later analysis.
Claude: I'll help you store your portfolio positions from the uploaded CSV file for later analysis. Let me read the file and process the data..
Perfect! I've stored your portfolio positions from November 6, 2025 in your finance system. Here's a summary of what was recorded:...
User: List my stored transactions
Claude: Here are your current stored transactions (4 total):...
User: Delete VXUS - International Stock ETF transaction
Claude: The VXUS - International Stock ETF transaction has been successfully deleted from your stored transactions.
User: List all transactions
Claude: Here are your current stored transactions (3 total):...数据存储
~/.my_finance_mcp/financial_data/-ChromaDB矢量数据库（自动创建）~/.my_finance_mcp/transactions.json-所有交易的JSON备份
设置 MY_FINANCE_MCP_DIR 如果您想将数据存储在其他目录中，请在启动Claude之前使用环境变量。