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Readme

@pothos-wealth/mcp

MCP server for Pothos — natural language access to your budgets, transactions, and finances via any MCP-compatible AI agent.

Runs on your local machine. Connects to your self-hosted Pothos instance. No inbound connections required.

Prerequisites

A running Pothos instance. See the Pothos repo for self-hosting instructions.

Setup

1. Generate an API key

In Pothos, go to Settings → API Keys, click Generate Key, give it a name (e.g. "Claude Desktop"), and copy the key. It is only shown once.

2. Add to your MCP client config

{
  "mcpServers": {
    "pothos": {
      "command": "npx",
      "args": ["-y", "@pothos-wealth/mcp"],
      "env": {
        "POTHOS_URL": "https://pothos.yourdomain.com",
        "POTHOS_API_KEY": "pth_..."
      }
    }
  }
}

Config file location varies by client — refer to your agent's MCP documentation. Works with Claude Desktop, Claude Code, Cursor, GitHub Copilot, Cline, and any other MCP-compatible client.

3. Start chatting

"How much have I spent on food this month?"
"Add a $12.50 coffee expense to my checking account."
"Am I on track with my budgets?"
"What's my net worth across all accounts?"

Available Tools

Tool	Description
`get_accounts`	All accounts with current balances and net worth
`get_transactions`	Paginated transaction list with filters
`get_categories`	All categories grouped by type
`get_budgets`	Monthly budgets with spent and remaining per category
`get_spending_overview`	Total income, expenses, and net for a month
`get_category_breakdown`	Expense breakdown by category with percentages
`get_spending_trends`	Monthly trends over the last N months
`add_transaction`	Add an income or expense transaction
`add_transfer`	Transfer funds between accounts
`get_pending_emails`	Fetch unprocessed emails for the agent to parse
`submit_parsed_email`	Submit a parsed result to the inbox for review
`dismiss_email`	Dismiss a non-transaction email

Local Email Parsing (Ollama)

If you've configured Pothos to use provider "local" for LLM settings, emails won't be auto-parsed in the cloud — they'll sit in the queue for the MCP agent to handle. Any MCP-compatible agent (Claude, GPT, local Ollama, etc.) can call get_pending_emails, parse the content, and submit results via submit_parsed_email.

To parse emails locally using Ollama, clone the repo and run the standalone script:

git clone https://github.com/pothos-wealth/pothos.git
cd pothos/mcp && npm install && npm run build

Create a .env file:

POTHOS_URL=https://pothos.yourdomain.com
POTHOS_API_KEY=pth_...
OLLAMA_URL=http://localhost:11434
OLLAMA_MODEL=llama3.2

Then run:

node dist/ollama-parse.js

This fetches pending emails, parses them locally, and submits results to your inbox for review — no cloud API key required.

License

AGPL-3.0