My Finance FAQs

Question 1

What is My Finance and how does it work?

Accepted Answer

My Finance is a Model Context Protocol (MCP) server that integrates with Claude Desktop. It allows Claude to store your personal financial transactions using ChromaDB for semantic search and a JSON ledger for backup. You can then ask natural language questions about your financial history.

Question 2

What kind of financial data can I store and query with My Finance?

Accepted Answer

You can store various financial data like receipts, statements, portfolio positions, and other transaction details. Once stored, you can query it to understand spending trends, asset allocations, specific expenses, and any other financial patterns.

Question 3

How does My Finance leverage AI and semantic search?

Accepted Answer

My Finance integrates with Claude's natural language understanding to interpret and store your financial data. It then uses semantic search (powered by ChromaDB) to retrieve relevant information from your stored history, allowing you to ask complex questions and get insightful answers about your finances.

Question 4

Where is my financial data stored, and can I customize it?

Accepted Answer

Your financial data is stored locally on your machine in a ChromaDB vector database and a JSON backup file. By default, it's in `~/.my_finance_mcp/financial_data/` and `~/.my_finance_mcp/transactions.json`. You can customize the storage location by setting the `MY_FINANCE_MCP_DIR` environment variable.

Question 5

What are the basic steps to set up and use My Finance with Claude Desktop?

Accepted Answer

First, install My Finance using `uv sync` and run it with `uv run my_finance_mcp.py`. Then, configure Claude Desktop by adding My Finance as an MCP server in your `~/.claude_desktop_config.json`. After setup, you can upload financial data to Claude and instruct it to 'Store this transaction data', then later ask natural language questions for analysis.

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