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mcp-server-firefly-iii

v3.0.0

Published

An MCP server for interacting with Firefly III personal finance manager

Readme

Universal Firefly III AI Bridge (v3.0.0)

A professional-grade, AI-agnostic bridge providing exhaustive 100% API coverage for connecting AI assistants to your Firefly III personal finance instance.

66 tools covering every major Firefly III capability: accounts, transactions, budgets, bills, recurring rules, automation, insights, attachments, currencies, and more.


Compatibility

| AI Platform | Protocol | Connection | Setup Guide | | :--- | :--- | :--- | :--- | | Claude Code | MCP (Native) | stdio | claude.md | | Claude Desktop | MCP (Native) | stdio | claude.md | | Gemini CLI | MCP Extension | stdio | gemini.md | | Cursor / VS Code | MCP | stdio or SSE | Manual setup below | | ChatGPT | OpenAPI Actions | REST / JSON | /openapi.json endpoint | | Custom Apps | REST API | HTTP | /api/<tool> endpoints |


Installation

Prerequisites

  • Node.js v18 or later
  • A running Firefly III instance
  • A Personal Access Token from Firefly III
    (Profile → OAuth → Personal Access Tokens → Create new token)

Clone and install

git clone https://github.com/fabianonetto/mcp-server-firefly-iii.git
cd mcp-server-firefly-iii
npm install

Setup by Platform

Claude Code (Recommended)

Claude Code uses .mcp.json in the project directory for MCP server configuration. Credentials go in a separate .env file so no secrets are ever in config files.

1. Create .env in the repo root (gitignored — never committed):

FIREFLY_URL=http://your-host:PORT
FIREFLY_TOKEN=your_personal_access_token

Get your token: Firefly III → Profile → OAuth → Personal Access Tokens → Create new token

2. Create .mcp.json in the repo root (gitignored — never committed):

{
  "mcpServers": {
    "firefly-iii": {
      "command": "node",
      "args": ["./index.js"]
    }
  }
}

The server reads credentials from .env automatically. No secrets in .mcp.json.

3. Start Claude Code from the repo directory:

claude

The server starts automatically. Claude Code will prompt you to approve it on first launch (once only).

4. Verify the connection by asking:

Use the get_about tool

You should receive your Firefly III version and API information.

Using from other projects:
Copy both .env and .mcp.json to any other project directory, changing ./index.js to the absolute path:

"args": ["/absolute/path/to/mcp-server-firefly-iii/index.js"]

See claude.md for the full guide including auto-approval configuration.


Claude Desktop

Add the server to your Claude Desktop config file:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
{
  "mcpServers": {
    "firefly-iii": {
      "command": "node",
      "args": ["/absolute/path/to/mcp-server-firefly-iii/index.js"],
      "env": {
        "FIREFLY_URL": "http://your-host:PORT",
        "FIREFLY_TOKEN": "your_personal_access_token"
      }
    }
  }
}

Restart Claude Desktop after saving.


Gemini CLI Extension (One-command install)

gemini extensions install https://github.com/fabianonetto/mcp-server-firefly-iii

Then configure your instance:

gemini config set extensions.firefly-iii-universal-bridge.settings.FIREFLY_URL "http://your-host:PORT"
gemini config set extensions.firefly-iii-universal-bridge.settings.FIREFLY_TOKEN "your_token"

See gemini.md for the full guide.


Cursor / VS Code (MCP Extension)

Add to your MCP config (.cursor/mcp.json or equivalent):

{
  "mcpServers": {
    "firefly-iii": {
      "command": "node",
      "args": ["/absolute/path/to/mcp-server-firefly-iii/index.js"],
      "env": {
        "FIREFLY_URL": "http://your-host:PORT",
        "FIREFLY_TOKEN": "your_personal_access_token"
      }
    }
  }
}

HTTP / SSE Mode (ChatGPT Actions, Custom Apps)

Start the server with a port to enable the REST and SSE endpoints:

FIREFLY_URL=http://your-host:PORT FIREFLY_TOKEN=your_token PORT=3000 node index.js

Available endpoints:

| Endpoint | Description | | :--- | :--- | | GET /sse | SSE transport for MCP clients | | POST /messages | MCP message handler | | POST /api/<tool_name> | Direct REST call to any tool | | GET /openapi.json | OpenAPI 3.0 spec (import into ChatGPT Actions) |


Tool Categories

| Category | Tools | Description | | :--- | :---: | :--- | | Core | 1 | System info & connectivity | | Accounts | 5 | Full CRUD for all account types | | Transactions | 7 | CRUD, split transactions, search | | Budgets | 8 | Budgets + monetary limits | | Bills & Piggy Banks | 7 | Bill tracking + savings goals | | Automation | 11 | Rules, rule groups, webhooks | | Recurring | 5 | Recurring transaction rules | | System | 8 | Currencies + user preferences | | Insights | 7 | Attachments, charts, net worth, spending | | Meta | 4 | Categories + tags | | Object Groups | 2 | Account/piggy bank organization | | Admin | 1 | Data export | | Total | 66 | |


Documentation

| Document | Description | | :--- | :--- | | docs/API.md | Complete reference for all 66 tools and their input schemas | | docs/PROMPTS.md | Prompt examples for common financial tasks | | docs/USE_CASES.md | Strategic guides: tax assistant, subscription auditor, receipt manager | | docs/TESTING.md | Test suite documentation (78 tests, all tools covered) | | claude.md | Claude Code & Claude Desktop setup guide | | gemini.md | Gemini CLI extension guide |


Running Tests

npm test

78 tests covering all 66 tools. No live Firefly III instance required — all API calls are mocked. See docs/TESTING.md for details.


Security

  • Use a VPN or SSH tunnel if exposing the server to the internet.
  • Keep your FIREFLY_TOKEN secret. Never commit .mcp.json or .env files.
  • See SECURITY.md for the full security policy.

Roadmap

  • [x] v1.x — Initial connectivity
  • [x] v2.x — Exhaustive API coverage (CRUD & core admin)
  • [x] v3.x — Power user features (splits, insights, automation)