Toshl MCP Server
T

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.
2 points
6.0K

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 access
Provides read-only access to core financial data such as Toshl accounts, classifications, tags, and budgets
Analysis tools
Built - in tools for consumption classification analysis, budget execution analysis, and account balance analysis
Transaction entry management
Supports viewing, creating, updating, and deleting financial transaction records
Data caching
A configurable caching mechanism improves response speed and reduces API calls
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 analysis
Let the AI assistant analyze your consumption classification over the past three months
Budget execution monitoring
Regularly check the budget execution status
Account balance query
Quickly 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

Installation

Copy the following command to your Client for configuration
Note: Your key is sensitive information, do not share it with anyone.

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