个人财务查询服务

Wealth Finder MCP是一个本地模型上下文协议(MCP)服务器,允许Claude Desktop查询和操作存储在Supabase中的演示个人财务数据集。

  • by julianpinedayyz
  • TypeScript
  • 本地部署
  • 1 星标
  • 更新于
在 GitHub 查看 julianpinedayyz/wealth-finder-claude-mcp

使用说明

财富查找器MCP

Wealth Finder是一个本地模型上下文协议(MCP)服务器,允许Claude Desktop查询并处理存储在Supabase中的演示个人理财数据集。

服务器公开了10个工具:

  • get_current_date
  • get_account_summary
  • get_spending_by_category
  • get_transactions
  • get_bills_due
  • get_bill_detail
  • set_spending_alert
  • file_service_complaint
  • get_subscriptions_audit
  • get_interest_paid_summary

快速开始

npm install
cp .env.example .env
# fill .env values
npm run seed:supabase
npm run dev:mcp

然后使用以下配置模板连接Claude Desktop:

觉得懒吗?

将此提示发送给您最喜欢的AI编码代理(Codex、Claude Code等):

You are helping me fully set up this repository end-to-end with minimal back-and-forth.

Repository: Wealth Finder MCP
Goal: local MCP server connected to a working Supabase backend and ready for Claude Desktop.

Constraints:
- Do as much as possible yourself.
- Only ask me for inputs that cannot be automated:
  1) Supabase project creation and credentials
  2) Filling `.env`
  3) Authorizing Supabase MCP access in my IDE/client
- After each major step, validate with a command or query and report pass/fail.

Execution plan:
1. Read these files first:
   - README.md
   - docs/INSTALL.md
   - docs/BACKEND_SETUP.md
   - docs/claude_desktop_config.json
2. Check prerequisites (`node`, `npm`) and install dependencies.
3. Ensure `.env` exists by copying `.env.example` if needed.
4. Ask me only for missing `.env` values:
   - SUPABASE_URL
   - SUPABASE_ANON_KEY
   - SUPABASE_SERVICE_ROLE_KEY
   - MCP_USER_ID (use default `usr_marco_reyes` unless I change it)
5. Set up Supabase backend:
   - Apply `supabase/schema.sql`
   - Apply all SQL files in `supabase/migrations/` in order
   - Apply `supabase/rls_policies.sql`
6. Seed data by running:
   - `npm run seed:supabase`
7. Verify backend with SQL counts for:
   - users, accounts, transactions, bills, subscriptions
   filtered by `MCP_USER_ID`.
8. Start MCP server (`npm run dev:mcp`) and confirm startup banner shows registered tools.
9. Help me configure Claude Desktop using `docs/claude_desktop_config.json`:
   - Detect my OS path for Claude config
   - Build the exact JSON block with absolute repo paths
10. Provide 5 smoke-test prompts from `docs/PROMPT_GUIDE.md` and confirm expected tool calls.
11. If anything fails, diagnose and fix before moving on.

Output format:
- Keep updates concise.
- Show commands you ran.
- Show what is pending manual action from me.
- End with a checklist of completed setup items.

完整的设置文档

项目结构

  • src/mcp/ --MCP服务器、工具处理程序、记录器
  • supabase/schema.sql --数据库模式
  • supabase/migrations/ --增量模式更新
  • supabase/seed/ --种子脚本使用的种子数据集
  • scripts/seed_supabase.mjs --将种子数据加载到您的Supabase项目中
  • tests/tools/ --工具级测试

备注

  • 此存储库是一个本地演示环境,而不是生产财务基础设施。
  • 市场/投资执行功能有意超出此分支机构的范围。
  • 保持 MCP_USER_ID=usr_marco_reyes 除非你也更新 supabase/rls_policies.sql 并重新发送。当前默认策略的作用域仅限于该用户id。