Toshl MCP Server
The Toshl MCP Server is a bridge that connects AI agents with the Toshl Financial API, providing read access to financial data such as accounts, classifications, tags, and budgets, and supporting data - based analysis and suggestions.
rating : 2 points
downloads : 13
What is the Toshl MCP Server?
The Toshl MCP Server is an intermediate service that allows AI assistants to securely access your Toshl financial data. It serves as a bridge to transform the functionality of the Toshl Finance API into a format that AI can understand and operate, enabling AI to provide you with personalized financial analysis and suggestions.How to use the Toshl MCP Server?
You need to obtain a Toshl API token first and then configure the server environment variables. After starting the server, the AI assistant can access your financial data through standard protocols without directly handling the API key.Use cases
Suitable for users who want to manage personal finances, obtain consumption analysis, and budget suggestions through AI assistants. Particularly applicable to scenarios that require regular financial reports and intelligent budget planning.Main features
Financial data accessProvides read-only access to core financial data such as Toshl accounts, classifications, tags, and budgets
Analysis toolsBuilt - in tools for consumption classification analysis, budget execution analysis, and account balance analysis
Transaction entry managementSupports viewing, creating, updating, and deleting financial transaction records
Data cachingA configurable caching mechanism improves response speed and reduces API calls
Advantages and limitations
Advantages
Securely isolate AI from directly accessing your financial credentials
Provide a standardized data access interface
Built - in common financial analysis functions
Scalable architecture design
Limitations
Currently only supports the Toshl Finance API
Requires basic technical knowledge for initial setup
Some advanced financial functions may not be available
How to use
Obtain an API token
Log in to the Toshl developer portal to create a personal access token
Install the server
Clone the repository and install dependencies
Configure the environment
Copy the.env.example file and add your API token
Start the server
Build and run the server
Usage examples
Consumption classification analysisLet the AI assistant analyze your consumption classification over the past three months
Budget execution monitoringRegularly check the budget execution status
Account balance queryQuickly view the current balances of all accounts
Frequently Asked Questions
Is this server secure?
Do I need to pay for it?
What is the data update frequency?
Which AI assistants are supported?
Related resources
Toshl official API documentation
Complete reference documentation for the Toshl Finance API
GitHub repository
Project source code and issue tracking
MCP protocol specification
Official specification document for the Model Context Protocol
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