Sure Mcp Server

Sure MCP Server

A Model Context Protocol (MCP) server for integrating with the Sure self-hosted personal finance platform. This server provides access to your financial accounts, transactions, categories, and AI chat through Claude Desktop.

Quick Start

1. Installation

1. Clone this repository:

``bash git clone https://github.com/robcerda/sure-mcp-server.git cd sure-mcp-server ``

1. Install dependencies:

``bash pip install -r requirements.txt pip install -e . ``

1. Configure Claude Desktop:

Add this to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%\Claude\claude_desktop_config.json

``json { "mcpServers": { "Sure": { "command": "uv", "args": [ "run", "--with", "mcp[cli]", "--with-editable", "/path/to/your/sure-mcp-server", "mcp", "run", "/path/to/your/sure-mcp-server/src/sure_mcp_server/server.py" ], "env": { "SURE_API_URL": "http://localhost:3000", "SURE_API_KEY": "your-api-key-here" } } } } ``

Important: Replace /path/to/your/sure-mcp-server with your actual path!

1. Restart Claude Desktop

2. Get Your Sure API Key

1. Start your Sure Docker instance: docker compose up -d
2. Log into Sure at http://localhost:3000
3. Go to Settings > API Key and generate a new key
4. Copy the API key to your Claude Desktop config

3. Start Using in Claude Desktop

Once configured, use these tools directly in Claude Desktop:

• get_accounts - View all accounts
• get_transactions - Recent transactions
• get_categories - Transaction categories
• sync_accounts - Trigger account sync

Available Tools

| Tool | Description | Parameters | |------|-------------|------------| | setup_authentication | Get setup instructions | None | | check_auth_status | Check authentication status | None | | check_connection | Test API connection | None | | get_accounts | Get all financial accounts | None | | get_transactions | Get transactions with filtering | limit, start_date, end_date, account_ids, category_ids, search | | get_transaction | Get single transaction | transaction_id | | create_transaction | Create new transaction | account_id, amount, name, date, category_id, notes, nature | | update_transaction | Update transaction | transaction_id, amount, name, date, category_id, notes | | delete_transaction | Delete transaction | transaction_id | | get_categories | Get all categories | None | | get_category | Get single category | category_id | | sync_accounts | Trigger account sync | None | | get_usage | Get API usage info | None | | list_chats | List AI chat sessions | None | | create_chat | Create new chat | title | | get_chat | Get chat details | chat_id | | send_message | Send message to AI | chat_id, content | | delete_chat | Delete chat session | chat_id |

Configuration

| Variable | Required | Default | Description | |----------|----------|---------|-------------| | SURE_API_URL | Yes | - | Base URL of your Sure instance | | SURE_API_KEY | Yes | - | API key from Sure settings | | SURE_TIMEOUT | No | 30 | Request timeout in seconds | | SURE_VERIFY_SSL | No | true | Verify SSL certificates |

For local Docker setup, use SURE_API_URL=http://localhost:3000 and SURE_VERIFY_SSL=false.

Date Formats

• All dates should be in YYYY-MM-DD format (e.g., "2024-12-15")
• Transaction amounts: use nature field to specify "income" or "expense"

Troubleshooting

Connection Issues

1. Verify Sure is running: docker compose ps
2. Check the API URL is correct
3. Try check_connection tool to diagnose

Authentication Issues

1. Verify your API key is correct
2. Check the key hasn't expired
3. Regenerate the key in Sure settings

Project Structure

sure-mcp-server/
├── src/sure_mcp_server/
│   ├── __init__.py
│   └── server.py         # Main server implementation
├── pyproject.toml
├── requirements.txt
└── README.md

License

MIT License

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: robcerda
• Source: robcerda/sure-mcp-server
• License: MIT

Install and usage instructions live in the source repository linked above.