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Toshl MCP Server

by hktari

The Toshl MCP Server bridges AI agents with the Toshl Finance API, enabling access to financial data for analysis and insights. It allows AI agents to access financial data from Toshl, analyze it, and provide insights and advice based on the data.

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What is Toshl MCP Server?

The Toshl MCP Server is a bridge between AI agents and the Toshl Finance API, allowing AI agents to access, analyze, and derive insights from Toshl financial data.

How to use Toshl MCP Server?

To use the server, clone the repository, install dependencies, configure the .env file with your Toshl API token, build the project, and start the server. You can then configure the MCP server with the provided configuration example.

Key features of Toshl MCP Server

  • READ access to Toshl Finance API endpoints (Accounts, Categories, Tags, Budgets, User information, Planning)

  • MCP Resources for listing and retrieving details for accounts, categories, tags, budgets, and user information

  • MCP Tools for managing accounts, categories, tags, budgets, user information, and entries

  • Analysis tools for analyzing spending, budget performance, and account balances

Use cases of Toshl MCP Server

  • Integrating Toshl Finance data into AI-powered financial advisors

  • Automating financial analysis and reporting using AI agents

  • Building AI-driven budgeting and expense tracking applications

  • Providing personalized financial insights and recommendations based on Toshl data

FAQ from Toshl MCP Server

What is an MCP server?

An MCP (Model Context Protocol) server provides a standardized way for AI agents to interact with external data sources and services.

How do I get a Toshl API token?

Go to https://developer.toshl.com/apps/, create a new personal token, and enter a description and your account password.

What are the prerequisites for running the server?

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

How do I configure the server?

Configure the server using environment variables such as TOSHL_API_TOKEN, TOSHL_API_BASE_URL, MCP_SERVER_NAME, MCP_SERVER_VERSION, CACHE_TTL, CACHE_ENABLED, and LOG_LEVEL.

What kind of data can I access with this server?

You can access accounts, categories, tags, budgets, user information, planning data, and entries from your Toshl Finance account.