@expensebot/mcp-server-auth

Authenticated MCP (Model Context Protocol) server for ExpenseBot. Lets Claude Desktop, Cursor, Claude Code, Continue, Cline, Windsurf, and any MCP-compatible AI assistant search receipts, submit photos, scan Gmail, create reports, and analyze spending using your real ExpenseBot account.

33 tools across:

• Search & analytics — search_expenses, get_spending_summary, get_deep_analytics, list_categories, list_tags, list_income_categories, search_knowledge
• Income & P&L (v0.6.0) — get_income_summary, get_pnl, get_per_tag_pnl
• Mileage & Subscriptions (v0.6.1) — get_mileage_summary, get_subscription_audit
• Receipt capture — submit_receipt (photo/PDF), add_cash_expense, add_mileage_entry, add_income, parse_expense, get_expense_by_id
• Gmail — scan_gmail, process_gmail_receipts
• Reports — create_report, list_reports, get_report_details, share_report, export_report
• Compliance & tax — check_compliance, fix_compliance, check_tax_deductibility
• Activity & onboarding — get_recent_activity, get_signup_link, get_pricing, check_feature, start_trial_link

Period comparison — All analytics tools (spending, income, P&L, per-tag P&L, mileage) accept YoY / MoM / QoQ / same-month-prev-year phrasing in the query field. Margin is rendered loss-aware (multiplier when expenses exceed revenue) so AI clients see "expenses 5.4× revenue" instead of "-436.9% margin".

Setup

Full step-by-step instructions for every supported client live at:

→ https://www.expensebot.ai/mcp

Quick start (Claude Desktop)

1. Sign in at expensebot.ai → Settings → AI Assistant Tokens → Generate
2. Copy the token (shown once)
3. Edit ~/Library/Application Support/Claude/claude_desktop_config.json (Mac) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "expensebot": {
      "command": "npx",
      "args": ["-y", "@expensebot/mcp-server-auth", "--token=YOUR_TOKEN_HERE"]
    }
  }
}

4. Restart Claude Desktop

Quick start (Claude Code CLI)

claude mcp add expensebot -- npx -y @expensebot/mcp-server-auth --token=YOUR_TOKEN_HERE

Quick start (Cursor)

Edit ~/.cursor/mcp.json:

{
  "mcpServers": {
    "expensebot": {
      "command": "npx",
      "args": ["-y", "@expensebot/mcp-server-auth", "--token=YOUR_TOKEN_HERE"]
    }
  }
}

Then in Cursor: Settings → Tools & Integrations → confirm the green dot next to expensebot.

Continue, Cline, Windsurf, custom clients

Same npx -y @expensebot/mcp-server-auth --token=... command in your client's MCP config.

Token model

• Personal Access Tokens (PAT) scoped to your ExpenseBot account
• Configurable expiry, revokable instantly from Settings → AI Assistant Tokens
• Max 5 active tokens per user — generate one per device/AI client
• All actions audit-logged server-side
• Tokens stored as SHA-256 hashes; CASA Tier 2 certified

Listed on

• Official MCP Registry — io.github.TotesMagotes/mcp-server-auth
• awesome-mcp-servers — Finance & Fintech section
• Glama — https://glama.ai/mcp/servers/TotesMagotes/expensebot

Onboarding mode (no token)

Running without a token exposes 5 read-only tools that help new users discover ExpenseBot and sign up:

• get_signup_link — returns ExpenseBot signup URL
• search_knowledge — searches the public ExpenseBot knowledge base
• get_pricing — returns current pricing for all plans (v0.7.0)
• check_feature — answers "does ExpenseBot support X?" (v0.7.0)
• start_trial_link — UTM-tagged signup URL (v0.7.0)

npx @expensebot/mcp-server-auth
# (no --token argument)

Useful for AI agents evaluating ExpenseBot before a user has an account.

Read-only docs server

For pure pre-sales discovery (no account, no token):

npx @expensebot/mcp-server

Exposes the ExpenseBot knowledge base, FAQ, and feature docs as MCP resources. Useful for AI agents answering "does ExpenseBot support X?" type questions.

Source / issues / support

• Source: https://github.com/TotesMagotes/expensebot/tree/master/mcp-server-auth
• Issues: email [email protected]
• Roadmap (remote HTTPS MCP for ChatGPT + Claude.ai web): https://www.expensebot.ai/mcp

License

MIT