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Toshl MCP Server

Source

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Overview

The Toshl MCP Server is a Model Context Protocol server designed to integrate Toshl Finance with AI agents, enabling access to financial data for analysis and insights.

To use the Toshl MCP Server, clone the repository, install dependencies, configure your Toshl API token, and start the server to allow AI agents to interact with your financial data.

  • Provides READ access to various Toshl Finance API endpoints including accounts, categories, tags, and budgets. - Offers tools for managing accounts, categories, tags, budgets, and user profiles. - Includes analysis tools for spending and budget performance.
  1. Integrating AI agents to provide financial insights based on user data.
  2. Automating financial reporting and analysis tasks.
  3. Enhancing personal finance management through AI-driven recommendations.

Add to your AI client

Use these steps to connect Toshl MCP Server in Cursor, Claude, VS Code, and other MCP-compatible apps. The same JSON appears in the Use with menu above for one-click copy.

Cursor

Add this to your .cursor/mcp.json file in your project root, then restart Cursor.

.cursor/mcp.json

{
  "mcpServers": {
    "toshl-mcp-server-hktari": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-toshl-mcp-server-hktari"
      ]
    }
  }
}

Claude Desktop

Add this server entry to the mcpServers object in your Claude Desktop config, then restart the app.

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)

{
  "mcpServers": {
    "toshl-mcp-server-hktari": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-toshl-mcp-server-hktari"
      ]
    }
  }
}

Claude Code

Add this to your project's .mcp.json file. Claude Code will detect it automatically.

.mcp.json (project root)

{
  "mcpServers": {
    "toshl-mcp-server-hktari": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-toshl-mcp-server-hktari"
      ]
    }
  }
}

VS Code (Copilot)

Add this to your .vscode/mcp.json file. Requires the GitHub Copilot extension with MCP support enabled.

.vscode/mcp.json

{
  "servers": {
    "toshl-mcp-server-hktari": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-toshl-mcp-server-hktari"
      ]
    }
  }
}

Windsurf

Add this to your Windsurf MCP config file, then restart Windsurf.

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "toshl-mcp-server-hktari": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-toshl-mcp-server-hktari"
      ]
    }
  }
}

Cline

Open Cline settings, navigate to MCP Servers, and add this server configuration.

Cline MCP Settings (via UI)

{
  "mcpServers": {
    "toshl-mcp-server-hktari": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-toshl-mcp-server-hktari"
      ]
    }
  }
}

FAQ

What are the prerequisites for using Toshl MCP Server?

You need Node.js (v18.x or higher), npm (v8.x or higher), and a Toshl Finance API token.

How do I get a Toshl API token?

Visit the Toshl developer portal, create a new personal token, and follow the instructions to generate your token.

Is there any documentation available?

Yes, detailed documentation is provided in the repository, including API overview and usage instructions.7:["$","div",null,{"className":"container mx-auto flex flex-col gap-4","children":["$L26","$L27",["$","$L28",null,{"currentProject":{"id":3238,"uuid":"5166f238-dd57-43a2-b504-44b8fd86f47e","name":"toshl-mcp-server","title":"Toshl MCP Server","description":"","avatar_url":"https://avatars.githubusercontent.com/u/9092770?v=4","created_at":"$D2025-03-18T09:53:31.960Z","updated_at":"$D2025-03-18T15:21:21.251Z","status":"created","author_name":"hktari","author_avatar_url":"https://avatars.githubusercontent.com/u/9092770?v=4","tags":"toshl,mcp,finance,ai-integration","category":"research-and-data","is_featured":false,"sort":1,"url":"https://github.com/hktari/toshl-mcp-server","target":"_self","content":"$29","summary":"$2a","img_url":null,"type":null,"metadata":"{\"star\":\"0\",\"license\":\"\",\"language\":\"TypeScript\",\"is_official\":false,\"latest_commit_time\":\"2025-03-18 11:00:14\"}","user_uuid":"2465c1b0-b79e-4bd1-952c-29741303acb1","tools":null,"sse_url":null,"sse_provider":null,"sse_params":null,"is_official":false,"server_command":null,"server_params":null,"server_config":null,"allow_call":false,"is_innovation":false,"is_dxt":false,"dxt_manifest":null,"dxt_file_url":null,"is_audit":false},"randomProjects":[],"currentServerKey":"$undefined"}]]}]

Research and data