About Genie Expense Tracker
Genie Expense Tracker gives Claude and compatible clients read-only access to Genie financial data. OAuth authorization covers accounts, transactions, and investments, while stored SMS requires separate permission.
Key features
- 01Account and card balance lookup
- 02Transaction search, details, and aggregation
- 03Net-worth snapshots
- 04Investment holdings lookup
- 05Subscription and installment summaries
- 06Authorized financial SMS search
Use cases
- 01Check account and card balances
- 02Find and summarize transactions
- 03Review net worth and valuation dates
- 04Inspect financial SMS with separate authorization
MCP support
It provides a remote MCP server accessible over Streamable HTTP, with plugin and local stdio connection options. Access is read-only.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://genie-mobile.duckdns.org/mcpclaude mcp add --transport http osamaadam-genie-expense-tracker https://genie-mobile.duckdns.org/mcp{"mcpServers":{"osamaadam-genie-expense-tracker":{"type":"http","url":"https://genie-mobile.duckdns.org/mcp"}}}Open in Cursor{"servers":{"osamaadam-genie-expense-tracker":{"type":"http","url":"https://genie-mobile.duckdns.org/mcp"}}}Open in VS Code{"mcpServers":{"osamaadam-genie-expense-tracker":{"type":"http","url":"https://genie-mobile.duckdns.org/mcp"}}}{"mcpServers":{"osamaadam-genie-expense-tracker":{"serverUrl":"https://genie-mobile.duckdns.org/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEGenie 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:
https://github.com/osamaadam/genie-claude-plugin
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:
claude --plugin-dir ./genie-claude-plugin
Open /mcp in Claude Code and complete OAuth for the genie server. You can also validate the Claude package with:
claude plugin validate ./genie-claude-plugin --strict
Connect without the plugin
The same server is available directly over Streamable HTTP:
claude mcp add --transport http genie https://genie-mobile.duckdns.org/mcp
In Claude on the web or Claude Desktop, open Customize → Connectors → Add custom connector and enter:
https://genie-mobile.duckdns.org/mcp
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.
Comments
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