@pothos-wealth/mcp 0.1.0 → 0.1.1
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- package/package.json +1 -1
package/README.md
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# @pothos-wealth/mcp
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MCP server for [Pothos](https://github.com/pothos-wealth/pothos) — natural language access to your budgets, transactions, and finances via any MCP-compatible AI agent.
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Runs on your local machine. Connects to your self-hosted Pothos instance. No inbound connections required.
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---
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## Prerequisites
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A running Pothos instance. See the [Pothos repo](https://github.com/pothos-wealth/pothos) for self-hosting instructions.
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---
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## Setup
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**1. Generate an API key**
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In Pothos, go to **Settings → API Keys**, click **Generate Key**, give it a name (e.g. "Claude Desktop"), and copy the key. It is only shown once.
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**2. Add to your MCP client config**
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```json
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{
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"mcpServers": {
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"pothos": {
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"command": "npx",
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"args": ["-y", "@pothos-wealth/mcp"],
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"env": {
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"POTHOS_URL": "https://pothos.yourdomain.com",
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"POTHOS_API_KEY": "pth_..."
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}
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}
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}
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}
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```
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Config file location varies by client — refer to your agent's MCP documentation. Works with Claude Desktop, Claude Code, Cursor, GitHub Copilot, Cline, and any other MCP-compatible client.
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**3. Start chatting**
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- "How much have I spent on food this month?"
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- "Add a $12.50 coffee expense to my checking account."
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- "Am I on track with my budgets?"
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- "What's my net worth across all accounts?"
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---
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## Available Tools
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| Tool | Description |
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| ---- | ----------- |
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| `get_accounts` | All accounts with current balances and net worth |
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| `get_transactions` | Paginated transaction list with filters |
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| `get_categories` | All categories grouped by type |
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| `get_budgets` | Monthly budgets with spent and remaining per category |
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| `get_spending_overview` | Total income, expenses, and net for a month |
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| `get_category_breakdown` | Expense breakdown by category with percentages |
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| `get_spending_trends` | Monthly trends over the last N months |
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| `add_transaction` | Add an income or expense transaction |
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| `add_transfer` | Transfer funds between accounts |
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| `get_pending_emails` | Fetch unprocessed emails for the agent to parse |
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| `submit_parsed_email` | Submit a parsed result to the inbox for review |
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| `dismiss_email` | Dismiss a non-transaction email |
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---
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## Local Email Parsing (Ollama)
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If you've configured Pothos to use provider `"local"` for LLM settings, emails won't be auto-parsed in the cloud — they'll sit in the queue for the MCP agent to handle. Any MCP-compatible agent (Claude, GPT, local Ollama, etc.) can call `get_pending_emails`, parse the content, and submit results via `submit_parsed_email`.
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To parse emails locally using [Ollama](https://ollama.com), clone the repo and run the standalone script:
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```bash
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git clone https://github.com/pothos-wealth/pothos.git
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cd pothos/mcp && npm install && npm run build
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```
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Create a `.env` file:
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```
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POTHOS_URL=https://pothos.yourdomain.com
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POTHOS_API_KEY=pth_...
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OLLAMA_URL=http://localhost:11434
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OLLAMA_MODEL=llama3.2
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```
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Then run:
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```bash
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node dist/ollama-parse.js
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```
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This fetches pending emails, parses them locally, and submits results to your inbox for review — no cloud API key required.
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---
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## License
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[AGPL-3.0](https://github.com/pothos-wealth/pothos/blob/main/LICENSE)
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package/package.json
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