Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@toshl-mcp-server show my current budget status for this month"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
An MCP (Model Context Protocol) server for integrating Toshl Finance with AI agents.
The Toshl MCP Server provides a bridge between AI agents and the Toshl Finance API. It allows AI agents to access financial data from Toshl, analyze it, and provide insights and advice based on the data.
Related MCP server: Accounting MCP
READ access to Toshl Finance API endpoints:
Accounts
Categories
Tags
Budgets
User information
Planning
MCP Resources:
List accounts
Get account details
List categories
Get category details
List tags
Get tag details
List budgets
Get budget details
Get budget history
Get user profile
Get account summary
List entries
MCP Tools:
Account tools (list accounts, get account details)
Category tools (list categories, get category details)
Tag tools (list tags, get tag details)
Budget tools (list budgets, get budget details, get budget history)
User tools (get profile, get summary, get payment types, get payments)
Entry tools (list entries, get entry details, get entry sums, get entry timeline, create entry, update entry, delete entry, manage entries)
Analysis tools (analyze spending by category, analyze budget performance, analyze account balances)
Node.js (v18.x or higher)
npm (v8.x or higher)
Toshl Finance API token
create new personal token. Insert name for token under "Description" and your account password under "Password"
Clone the repository:
git clone https://github.com/yourusername/toshl-mcp-server.git
cd toshl-mcp-serverInstall dependencies:
npm installCreate a .env file based on the .env.example file:
cp .env.example .envEdit the .env file and add your Toshl API token:
TOSHL_API_TOKEN=your_api_tokenBuild the project:
npm run buildStart the server:
npm start "toshl-mcp-server": {
"command": "node",
"args": [
"/root/source/personal/toshl-mcp-server/dist/index.js"
],
"env": {
"TOSHL_API_TOKEN": "your-token",
"TOSHL_API_BASE_URL": "https://api.toshl.com",
"MCP_SERVER_NAME": "toshl-mcp-server",
"MCP_SERVER_VERSION": "0.1.0",
"CACHE_TTL": "3600",
"CACHE_ENABLED": "true",
"LOG_LEVEL": "debug"
},
"disabled": false,
"autoApprove": []
}Run the server in development mode:
npm run devtoshl-mcp-server/
├── src/
│ ├── index.ts # Entry point
│ ├── server/ # MCP server implementation
│ │ └── server.ts # Main server class
│ ├── api/ # Toshl API client
│ │ ├── toshl-client.ts # Base API client
│ │ ├── auth.ts # Authentication module
│ │ └── endpoints/ # Endpoint-specific clients
│ │ ├── accounts.ts # Accounts API client
│ │ ├── categories.ts # Categories API client
│ │ ├── tags.ts # Tags API client
│ │ ├── budgets.ts # Budgets API client
│ │ ├── entries.ts # Entries API client
│ │ ├── me.ts # User API client
│ │ └── planning.ts # Planning API client
│ ├── resources/ # MCP resource handlers
│ │ ├── account-resources.ts # Account resources
│ │ ├── category-resources.ts# Category resources
│ │ ├── tag-resources.ts # Tag resources
│ │ ├── budget-resources.ts # Budget resources
│ │ └── user-resources.ts # User resources
│ ├── tools/ # MCP tool handlers
│ │ ├── account-tools.ts # Account tools
│ │ ├── category-tools.ts # Category tools
│ │ ├── tag-tools.ts # Tag tools
│ │ ├── budget-tools.ts # Budget tools
│ │ ├── user-tools.ts # User tools
│ │ └── analysis-tools.ts # Financial analysis tools
│ └── utils/ # Utility functions
│ ├── cache.ts # Caching utilities
│ ├── error-handler.ts # Error handling utilities
│ ├── logger.ts # Logging utilities
│ └── types.ts # TypeScript type definitions
├── dist/ # Compiled JavaScript files
├── .env # Environment variables
├── .env.example # Example environment variables
├── package.json # Project dependencies
├── tsconfig.json # TypeScript configuration
└── README.md # Project documentationThe server can be configured using environment variables:
TOSHL_API_TOKEN: Your Toshl API token
TOSHL_API_BASE_URL: The base URL for the Toshl API (default: https://api.toshl.com)
MCP_SERVER_NAME: The name of the MCP server (default: toshl-mcp-server)
MCP_SERVER_VERSION: The version of the MCP server (default: 0.1.0)
CACHE_TTL: Time to live for cached data in seconds (default: 3600)
CACHE_ENABLED: Whether caching is enabled (default: true)
LOG_LEVEL: Logging level (default: info)
MIT
This server cannot be installed
Unclaimed servers have limited discoverability.
If you are the server author, to access and configure the admin panel.
Log, query, and edit expenses, budgets, and accounts in Ledgy from any MCP-compatible AI assistant.
Connect AI agents to bank accounts, transactions, balances, and investments.
The financial MCP for AI agents - 90+ financial tables, SEC filings, signals, alt-data.
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