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_dateget_account_summaryget_spending_by_categoryget_transactionsget_bills_dueget_bill_detailset_spending_alertfile_service_complaintget_subscriptions_auditget_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
docs/INSTALL.md--端到端本地设置docs/BACKEND_SETUP.md--Supabase项目创建、模式、迁移、种子和验证docs/PROMPT_GUIDE.md--验证每个MCP能力的实用提示tests/README.md--工具级测试命令
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。