Transaction Categorizer

Processes and categorizes financial transaction data into predefined expense and income categories, outputting organized CSV files for personal finance management and expense tracking.

Category MCP Servers
Added Mar 28, 2026
Views 70

About

The Transaction Categoriser MCP server provides AI assistants with the ability to process and organize financial transaction data. Built with Python using the FastMCP framework, it reads transaction files from a specified folder and categorizes them into predefined expense categories (such as Food/drinks, Transportation, Utilities) and income categories (Paycheck, Rental income, Other). The server outputs the categorized transactions in CSV format with date, amount, description, and category fields, making it particularly useful for personal finance management, expense tracking, and financial data organization within AI assistant conversations.

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