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genie-expense-tracker

v1.1.0

by osamaadam · author: Osama Adam

Read-only access to your Genie accounts, transactions, investments, and financial summaries.

What genie-expense-tracker does, in the publisher's words

Connect Claude, and compatible ChatGPT/Codex marketplace clients where they support Agent Plugins 1.0, to Genie's private read-only remote MCP server. The package includes the shared Agent Plugins manifest, Claude marketplace metadata, the Genie finance skill, and a Streamable HTTP MCP configuration.

After you authorize the connection, Genie can provide read-only:

  • Account and card balances with list_accounts.
  • Transaction search, detail, and aggregation.
  • A net-worth snapshot with get_net_worth, including primary currency, valued accounts, excluded accounts, unvalued items, completeness, and valuation dates.
  • Investment positions and provider/account context with list_investment_holdings when investments are enabled and discoverable.
  • Subscription and installment summaries.
  • Stored financial SMS search and detail only with the separately authorized sms:read permission.

The connector cannot create, change, delete, or pay anything. Net worth and holdings are snapshots, not returns or performance tracking. When a response is partial, follow its is_complete, inclusion/exclusion, valuation, and FX-date fields; never add list_accounts balances to reconstruct net worth.

From the project README, punctuation lightly normalized · Open the README on GitHub

Skills
1
MCP servers
1
Stars
0
License
MIT
Repo created
2026-09-04
Last pushed
2026-09-11
Publisher type
User
Version
1.1.0

Links

Skills · 1

genie-finance
Analyze the user's Genie Expense Tracker accounts, transactions, net worth, investments, subscriptions, installments, and financial summaries. Use when the user asks about Genie finances, spending, income, balances, holdings, recurring charges, or installment plans.

Descriptions come from the frontmatter of each SKILL.md, punctuation lightly normalized.

MCP servers · 1

geniestreamable-http
https://genie-mobile.duckdns.org/mcp

Read from the plugin's own mcp.json. We list environment variable names, never values.

Category

Other. Assigned by this directory. Agent Plugins 1.0.0 has no category field, so no manifest declares one.

Keywords

finance · expenses · transactions · investments · net-worth · mcp

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