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Firefly III MCP Server

A Model Context Protocol (MCP) server that provides programmatic access to Firefly III personal finance management through Claude Desktop, Cursor IDE, and other MCP-compatible AI assistants.

What is MCP?

The Model Context Protocol (MCP) is an open standard for connecting AI assistants to external data sources and tools. This server makes your Firefly III financial data accessible to AI assistants for natural language financial management.

Key Features

  • 🤖 AI Integration: Works seamlessly with Claude Desktop, Cursor IDE, and other MCP clients
  • 💰 Comprehensive Finance: Supports accounts, transactions, budgets, categories, tags, bills, and savings goals
  • 🔒 Type-Safe: Full Pydantic model validation for all requests and responses
  • ⚡ Flexible: Choose between consolidated tools or direct API access
  • 🎯 Configurable: Enable only the Firefly III entities you need

Quick Example

Once set up, you can interact with your finances naturally:

Natural Language Finance Management

"Show me my account balances"
"Create a new expense for $25.50 at Coffee Shop from my Checking Account"
"Show me a summary of my spending by category for the last 30 days"
"What's my budget status for this month?"
"List all my transactions from last week"

"Help me create a transaction rule that automatically categorizes Starbucks purchases as 'Coffee'"
"Create a new budget category for 'Home Improvement' with a $500 monthly limit"

Getting Started

  1. Quickstart the MCP server
  2. Configure your Firefly III connection
  3. Integrate with your preferred MCP client
  4. Start managing your finances with AI!

Available Operations

Entity Description Operations
Accounts Asset, expense, revenue, and liability accounts list, get, create, update, delete, list_transactions, list_attachments, list_piggy_banks
Transactions Financial transactions and transfers list, get, create, update, delete, list_attachments
Budgets Budget management and spending limits list, get, create, update, delete, list_limits, create_limit, get_limit, update_limit, delete_limit, list_transactions, list_attachments
Categories Transaction categorization list, get, create, update, delete, list_transactions, list_attachments
Tags Transaction tagging list, get, create, update, delete, list_transactions, list_attachments
Bills Recurring bills and payments list, get, create, update, delete, list_transactions, list_attachments, list_rules
Piggy Banks Savings goals and targets list, get, create, update, delete, list_events, list_attachments
Rules Transaction automation rules list, get, create, update, delete, test, trigger
Rule Groups Rule organization and management list, get, create, update, delete, list_rules, test, trigger

Requirements

  • Python 3.12+
  • A running Firefly III instance
  • Firefly III API token (Personal Access Token)
  • MCP-compatible client (Claude Desktop, Cursor IDE, etc.)

Support