Metadata-Version: 2.5
Name: toshl-mcp
Version: 1.1.1
Summary: MCP server exposing Toshl Finance API to Claude Desktop
Author-email: Fedele Mantuano <mantuano.fedele@gmail.com>
License: MIT License
        
        Copyright (c) 2026 Fedele Mantuano
        
        Permission is hereby granted, free of charge, to any person obtaining a copy
        of this software and associated documentation files (the "Software"), to deal
        in the Software without restriction, including without limitation the rights
        to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
        copies of the Software, and to permit persons to whom the Software is
        furnished to do so, subject to the following conditions:
        
        The above copyright notice and this permission notice shall be included in all
        copies or substantial portions of the Software.
        
        THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
        IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
        FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
        AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
        LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
        OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
        SOFTWARE.
License-File: LICENSE
Requires-Python: >=3.11
Requires-Dist: httpx>=0.28.0
Requires-Dist: mcp[cli]<2.0.0,>=1.6.0
Requires-Dist: pydantic>=2.10.0
Requires-Dist: tenacity>=9.0.0
Description-Content-Type: text/markdown

# Toshl MCP

[![PyPI - Version](https://img.shields.io/pypi/v/toshl-mcp)](https://pypi.org/project/toshl-mcp/)
[![PyPI - Downloads](https://img.shields.io/pypi/dm/toshl-mcp?color=blue)](https://pypistats.org/packages/toshl-mcp)

**Author:** [Fedele Mantuano](https://github.com/fedelemantuano)

MCP server that connects Claude Desktop to the [Toshl Finance API](https://developer.toshl.com/docs/).
Transport: stdio. Auth: Toshl Personal Token via HTTP Basic Auth.

<video src="https://github.com/user-attachments/assets/a098586e-9711-46ae-a12a-8eb5f568403b" controls autoplay loop muted width="100%"></video>

## Tools

| Tool             | Description                                              |
| ---------------- | -------------------------------------------------------- |
| `get_accounts`   | List accounts with balances                              |
| `get_entries`    | List transactions with date range, category, tag filters |
| `get_categories` | List expense/income categories                           |
| `get_tags`       | List tags                                                |
| `get_budgets`    | List budgets with current spending status                |
| `get_summary`    | Toshl summary totals and averages for a date range       |

### `get_accounts`

Returns all Toshl accounts, including archived accounts. Each result includes
the account name, current and initial balances, currency, type, and status.

### `get_entries`

Returns transactions between the required inclusive `from_date` and `to_date`
arguments, both in `YYYY-MM-DD` format. The optional `category` argument filters
by category ID, while `tags` accepts comma-separated tag IDs.

Each entry includes its amount, currency, date, description, account, category,
and tags.

### `get_categories`

Returns expense and income categories. Use the optional `type` argument with
`expense` or `income` to return only that category type; omit it to return both.

Each category includes its ID, name, type, and deletion status.

### `get_tags`

Returns all user-defined Toshl tags. Each tag includes its ID, name, and whether
it applies to expenses or income.

### `get_budgets`

Returns all budgets with their limits and current spending status. Each budget
includes its ID, name, limit, amount spent, currency, and inclusive start and
end dates.

### `get_summary`

Returns expense and income aggregates from Toshl's summary endpoint. The
`from_date` and `to_date` arguments use `YYYY-MM-DD` and are both inclusive.
Use the optional `currency` argument to request a specific output currency;
when omitted, Toshl uses the user's main currency.

The result contains `from_date`, `to_date`, `total_expenses`, `total_income`,
`net`, `avg_daily_expense`, `period_days`, and `entry_count`. `entry_count`
combines Toshl's expense and income counts, and the daily average uses the
inclusive number of days in the range.

## Requirements

- Python 3.11 or newer
- [uv](https://docs.astral.sh/uv/)
- Toshl Personal Token — generate at **Toshl → Profile → Apps & tokens**

## Claude Desktop Configuration

**1. Install uv** (if not already installed):

```bash
curl -LsSf https://astral.sh/uv/install.sh | sh
```

**2. Install the package into a dedicated virtualenv:**

With uv:

```bash
uv venv ~/.toshl-mcp
uv pip install --python ~/.toshl-mcp/bin/python toshl-mcp
```

Or with pip:

```bash
python3 -m venv ~/.toshl-mcp
~/.toshl-mcp/bin/pip install toshl-mcp
```

**3. Add to `~/Library/Application Support/Claude/claude_desktop_config.json`:**

```json
{
  "mcpServers": {
    "toshl": {
      "command": "/Users/<your-username>/.toshl-mcp/bin/toshl-mcp",
      "env": {
        "TOSHL_TOKEN": "<your-toshl-personal-token>"
      }
    }
  }
}
```

Replace `<your-username>` with your macOS username (run `whoami` to confirm).

## Updating

Upgrade in place — use the same tool you installed with.

With uv:

```bash
uv pip install --python ~/.toshl-mcp/bin/python --upgrade toshl-mcp
```

Or with pip:

```bash
~/.toshl-mcp/bin/pip install --upgrade toshl-mcp
```

Then **restart Claude Desktop**. It spawns the server process at
startup, so a running instance keeps the old version until it is
restarted.

Check the installed version:

```bash
~/.toshl-mcp/bin/python -c "import toshl_mcp; print(toshl_mcp.__version__)"
```

Compare it against the latest release on
[PyPI](https://pypi.org/project/toshl-mcp/).

`claude_desktop_config.json` does not need to change — the path to the
executable stays the same across upgrades.

> **Note:** `uv venv` does not install `pip` into the virtualenv, so
> `~/.toshl-mcp/bin/pip` exists only if you used the pip install path.

## Environment Variables

| Variable      | Required | Default   | Description                                         |
| ------------- | -------- | --------- | --------------------------------------------------- |
| `TOSHL_TOKEN` | Yes      | —         | Toshl Personal Token                                |
| `LOG_LEVEL`   | No       | `WARNING` | Logging level (`DEBUG`, `INFO`, `WARNING`, `ERROR`) |

## Development

### Setup

**1. Install uv** (if not already installed):

```bash
curl -LsSf https://astral.sh/uv/install.sh | sh
```

**2. Install all dependencies:**

```bash
uv sync --all-groups
```

**3. Install pre-commit hooks:**

```bash
make pre-commit
```

### Make commands

```bash
make install     # install dependencies
make lint        # check code
make lint-fix    # check and auto-fix
make format      # format code
make test        # run tests
make test-cov    # run tests with coverage report
make pre-commit  # run all pre-commit hooks
make dev         # start MCP inspector (requires .env)
make clean       # remove build artifacts and caches
```

> **Note:** Stage changes with `git add` before running `make pre-commit` — unstaged files are ignored.

### Testing with MCP Inspector

The MCP Inspector lets you call tools interactively in a browser without Claude Desktop.

**1. Create a `.env` file** in the project root:

```bash
TOSHL_TOKEN=your-personal-token-here
```

**2. Start the inspector:**

```bash
make dev
```

**3. Open** `http://localhost:6274` in your browser.

**4. Connect** — click **Connect** in the top bar.

**5. Test tools:**

- Click **Tools** in the left sidebar
- Click **List Tools** to see all six tools
- Select a tool (e.g. `get_accounts`), fill in any parameters, click **Run**
