Genie Expense Tracker
io.github.osamaadamPublished by GitHub account osamaadamv1.1.0Updated Oct 25, 2026
Read-only access to Genie accounts, transactions, investments, and financial summaries.
Overview
A remote, read-only MCP server that lets an assistant view Genie account balances, transactions, investments, subscriptions and net worth after OAuth sign-in.
- What you can do
- List accounts and card balances with list_accounts, plus a net-worth snapshot with get_net_worth including currency, valuation and completeness fields. Search, read and aggregate transactions. View investment positions and their provider or account context when investments are enabled. Summarize subscriptions and installments. Search and read stored financial SMS messages, only if the separate sms:read permission is granted.
- When to use it
- Useful when you want an assistant to answer questions about your own Genie finances, such as balances, spending, net worth or holdings, without giving it any ability to move money or change records.
- Requirements
- A remote Streamable HTTP endpoint; no local package or runtime. A Genie account and completion of the OAuth authorization flow, with the Genie account number entered only on the authorization page. Optional sms:read permission for SMS access. Network access to the hosted endpoint.
Installation
In SourceWeft
- Open Genie Expense Tracker in the dashboard and add it to a workspace.
- Connect the required credentials. They are stored privately and never shown on public pages.
- Enable the server for the chats that should use its tools.
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
Use with an agent
Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.
Read https://sourceweft.com/mcp/io.github.osamaadam%2Fgenie-expense-tracker/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.Other MCP clients
Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.
{
"mcpServers": {
"genie-expense-tracker": {
"type": "http",
"url": "https://genie-mobile.duckdns.org/mcp"
}
}
}README
Genie Expense Tracker plugin
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.
What Genie can provide
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_holdingswhen investments are enabled and discoverable. - Subscription and installment summaries.
- Stored financial SMS search and detail only with the separately authorized
sms:readpermission.
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.
Install from this repository
In Claude or Claude Desktop, open Customize → Plugins, select + → Add marketplace, and enter:
Install Genie Expense Tracker, enable it, and complete the Genie authorization flow when prompted. The same repository contains an Agent Plugins 1.0 package for compatible ChatGPT/Codex marketplace clients where that package format is supported; client and workspace availability can differ.
Install for development
Clone this repository, then run Claude Code from its parent directory:
Open /mcp in Claude Code and complete OAuth for the genie server. You can also validate the Claude package with:
Connect without the plugin
The same server is available directly over Streamable HTTP:
In Claude on the web or Claude Desktop, open Customize → Connectors → Add custom connector and enter:
Authentication and privacy
Genie uses OAuth. Enter your Genie account number only on the authorization page hosted at https://genie-mobile.duckdns.org; never paste it into Claude, a plugin configuration, an issue, or a support message.
The optional sms:read permission allows the connector to return complete stored financial SMS messages. Grant it only if you want Claude to inspect those messages.
Security reports
Report vulnerabilities privately to [email protected]. Do not open a public issue containing account numbers, tokens, authorization codes, financial records, or SMS messages.
License
The plugin metadata and skill instructions in this repository are available under the MIT License. The license does not apply to the separate Genie application or backend service.
Source: README.md at commit 92dffde
Tools
0Version history
1- v1.1.0LatestSep 16, 2026
Score
85% of the applicable checks met
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