Toshl MCP Server

What is Toshl MCP Server?

The Toshl MCP Server is an MCP (Model Context Protocol) server that bridges AI agents with the Toshl Finance API, enabling agents to access, analyze, and provide insights on financial data from Toshl.

How to use Toshl MCP Server?

Install Node.js v18+, clone the repository, install dependencies, create a .env file with your Toshl API token, build with npm run build, and start with npm start. Configure the MCP client to point to the built server with the required environment variables.

Key features of Toshl MCP Server

• READ access to Toshl Finance API endpoints (accounts, categories, tags, budgets, user, planning)
• MCP Resources for listing and getting details of accounts, categories, tags, budgets, user profile, and entries
• MCP Tools for account, category, tag, budget, user, entry, and analysis operations
• Entry management tools: create, update, delete, list, and get entry details
• Analysis tools for spending by category, budget performance, and account balances
• Configurable caching (TTL, enabled/disabled) and logging level

Use cases of Toshl MCP Server

• AI agents retrieving and summarizing account balances and transaction history
• Automated budget performance analysis and spending breakdown by category
• Creating or updating financial entries through natural language commands
• Generating financial reports and insights from Toshl data for personal finance management

FAQ from Toshl MCP Server

What does Toshl MCP Server do?

It provides a bridge between AI agents and the Toshl Finance API, allowing agents to read financial data and perform actions like listing accounts, categories, budgets, entries, and analyzing spending.

What are the prerequisites?

Node.js v18 or higher, npm v8 or higher, and a Toshl Finance API token obtained from the Toshl developer portal.

How do I get a Toshl API token?

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

What configuration options are available?

Environment variables: TOSHL_API_TOKEN (required), TOSHL_API_BASE_URL (default https://api.toshl.com), CACHE_TTL (default 3600 seconds), CACHE_ENABLED (default true), LOG_LEVEL (default info), and MCP server name/version.

Does the server support write operations?

Yes, entry tools include create, update, and delete operations for entries.