Finance Assistant

Description

MCP Finance Assistant is a modular, terminal-based financial assistant that connects with Notion and can leverage LLMs (OpenAI, Mistral, Anthropic) to help you manage, analyze, and track your finances with ease.
It uses a client-server architecture: the client is built in Python (Textual UI, LangGraph agents), and the server (Node.js/TypeScript) acts as an MCP tool provider, integrating with your Notion databases.

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Features

• Terminal UI (TUI) for a fast, distraction-free experience.
• Modular, graph-based agent design (LangGraph, LangChain).
• Native Notion integration for storing and querying accounts & transactions.
• Extensible with OpenAI, Mistral, or Anthropic for advanced AI responses.
• Clean separation of client (Python) and server (Node/TypeScript, MCP).
• Easy configuration with environment variables.

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📸 Demo GIFs

See MCP Finance Assistant in action! Below are sample use cases you can try, with animated GIFs for each scenario.

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1. Uploading a Bank Statement

This demo shows how to quickly load a new bank statement so transactions are automatically recognized and added.

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2. Asking About a Specific Expense Type

Ask about your spending in a particular category, such as food, transportation, or utilities.

Example:
User types:

How much did I spend on food last month?

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3. Dashboard Notion

You can visual dashboard

Quick Start

1. Clone the repository

git clone https://github.com/your-username/mcp-finance-assistant.git
cd mcp-finance-assistant

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2. Install uv (if you don’t have it)

pip install uv

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3. Set up the Python virtual environment (client)

uv sync
source .venv/bin/activate        # On Windows: .venv\Scripts\activate

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4. Install server dependencies and Build

cd servers/finance
npm install
npm run build 
cd ../../

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5. Configure your environment variables

a. Prepare the .env files

For client/

cp .env-template .env

Then fill out each field in the new .env file:

OPENAI_API_KEY=your_openai_api_key         # (optional) For LLM features
MISTRAL_API_KEY=your_mistral_api_key       # (optional) For LLM features
NOTION_API_KEY=your_notion_integration_token
NOTION_DB_ACCOUNTS=your_notion_db_accounts_id
NOTION_DB_TRANSACTIONS=your_notion_db_transactions_id

Never commit your .env file! Only commit .env-template as an example.

b. How to get your Notion credentials:

• NOTION_API_KEY:
  Create an integration at notion.com/my-integrations and copy your secret.
• NOTION_DB_ACCOUNTS and NOTION_DB_TRANSACTIONS:
  Copy the database ID from the Notion database URL (everything after your workspace name and before the ?).

Make sure you share your databases with the integration you created!

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7. Start the client

cd client
uv run main.py

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Notion Template

Important:
Before using the assistant, you must duplicate the official Notion template to your workspace.

👉 Click here to duplicate the Finance OS template to your Notion

This project expects two databases in Notion:

1. Accounts
   • Example properties: Name (title), Type (select), Balance (number), Currency (select), Active (checkbox)
2. Transacciones
   • Example properties: Name (title), Date (date), Account (relation to Accounts), Amount (number), Type (select), Category (select)

After duplicating the template, make sure to share both databases (“Accounts” and “Transacciones”) with your Notion integration.
Then, copy the IDs of each database and add them to your .env file as described above.

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🤖 Using as an MCP Tool with Claude

MCP Finance Assistant can also be used as an MCP tool, making it available to Anthropic's Claude models for advanced agent workflows.

How to Expose the Finance Tool as an MCP Server

The server component (servers/finance) is fully compatible with the Model Context Protocol (MCP) and can be used as an external tool for Claude or other LLMs supporting MCP.

1. Configure Your .env (as above)

Make sure your Notion API credentials and database IDs are set in the .env for servers/finance.

FAQ

Q: My app won’t connect to Notion!
A: Check your .env credentials, that you shared the databases with your integration, and that the database IDs are correct.

Q: I see “Error during initialization”
A: Make sure the server is running before starting the client, and double-check your dependencies and environment variables.

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License

MIT

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Author

Jorge Monterroso
Open to contributions and feedback!