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

1. Log into your Solvent account
2. Go to Settings > Tokens
3. Click Create Token
4. Select MCP as the token type
5. Set the permissions you want to grant
6. 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).

1. After creating your MCP token, copy the Connector URL shown
2. Go to Claude.ai
3. Click on "Search and tools" > "Add connectors"
4. Select "Add custom connector"
5. Paste the Connector URL
6. 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.

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

2. 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

3. 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"
      ]
    }
  }
}

4. 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

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

License

MIT