Genie Expense Tracker
Read-only access to Genie accounts, transactions, investments, and financial summaries.
Open source Repository Open in the app JSON README (API)
About
Read-only access to Genie accounts, transactions, investments, and financial summaries.
Details
- Kind
- MCP servers
- Topic
- No topic detected
- Publisher
- osamaadam
- Origin
- official
- Category
- ferramentas
- Transport
- http
- Version
- 1.1.0
- Last push
- 2026-09-11T17:29:31Z
- Repository state
- ativo
- License
- MIT
- Added
- 2026-09-11 19:05:32
- Updated
- 2026-09-11 19:05:32
- Origin id
io.github.osamaadam/genie-expense-tracker
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_holdings` when investments are enabled and discoverable. - Subscription and installment summaries. - Stored financial SMS search and detail only with the separately authorized `sms:read` permission. 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: ```text 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: ```sh 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: ```sh claude plugin validate ./genie-claude-plugin --strict ``` ## Connect without the plugin The same server is available directly over Streamable HTTP: ```sh 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: ```text 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. - [Connection guide](https://genie-mobile.duckdns.org/agents) - [Privacy policy](https://genie-mobile.duckdns.org/privacy) - [Terms of service](https://genie-mobile.duckdns.org/terms) - [Support](https://genie-mobile.duckdns.org/support) - [Delete Genie data](https://genie-mobile.duckdns.org/delete-data) ## Security reports Report vulnerabilities privately to [osamaadamme@gmail.com](mailto:osamaadamme@gmail.com). 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](LICENSE). The license does not apply to the separate Genie application or backend service.