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firefly-iii-universal-bridge

Exhaustive AI Bridge for Firefly III with 66 tools for full finance mastery.

Open source Open in the app JSON README (API)

About

Exhaustive AI Bridge for Firefly III with 66 tools for full finance mastery.

Details

Kind
Plugins
Topic
No topic detected
Publisher
fabianonetto
Origin
gemini
Category
ferramentas
Version
3.0.0
Stars
23
Forks
5
Last push
2026-05-05T02:16:52Z
Repository state
ativo
Language
JavaScript
License
MIT
Added
2026-08-30 14:13:39
Updated
2026-08-30 14:13:39
Origin id
fabianonetto/mcp-server-firefly-iii

README

# Universal Firefly III AI Bridge (v3.0.0)

A professional-grade, AI-agnostic bridge providing exhaustive 100% API coverage for connecting AI assistants to your [Firefly III](https://github.com/firefly-iii/firefly-iii) personal finance instance.

**66 tools** covering every major Firefly III capability: accounts, transactions, budgets, bills, recurring rules, automation, insights, attachments, currencies, and more.

---

## Compatibility

| AI Platform | Protocol | Connection | Setup Guide |
| :--- | :--- | :--- | :--- |
| **Claude Code** | MCP (Native) | stdio | [CLAUDE.md](CLAUDE.md) |
| **Claude Desktop** | MCP (Native) | stdio | [CLAUDE.md](CLAUDE.md) |
| **Gemini CLI** | MCP Extension | stdio | [gemini.md](gemini.md) |
| **Cursor / VS Code** | MCP | stdio or SSE | Manual setup below |
| **ChatGPT** | OpenAPI Actions | REST / JSON | `/openapi.json` endpoint |
| **Custom Apps** | REST API | HTTP | `/api/<tool>` endpoints |

---

## Installation

### Prerequisites

- [Node.js](https://nodejs.org/) v18 or later
- A running [Firefly III](https://github.com/firefly-iii/firefly-iii) instance
- A **Personal Access Token** from Firefly III  
  *(Profile → OAuth → Personal Access Tokens → Create new token)*

### Clone and install

```bash
git clone https://github.com/fabianonetto/mcp-server-firefly-iii.git
cd mcp-server-firefly-iii
npm install
```

---

## Setup by Platform

### Claude Code (Recommended)

Claude Code uses `.mcp.json` in the project directory for MCP server configuration. Credentials go in a separate `.env` file so no secrets are ever in config files.

**1. Create `.env`** in the repo root (gitignored — never committed):

```env
FIREFLY_URL=http://your-host:PORT
FIREFLY_TOKEN=your_personal_access_token
```

Get your token: Firefly III → **Profile → OAuth → Personal Access Tokens → Create new token**

**2. Create `.mcp.json`** in the repo root (gitignored — never committed):

```json
{
  "mcpServers": {
    "firefly-iii": {
      "command": "node",
      "args": ["./index.js"]
    }
  }
}
```

The server reads credentials from `.env` automatically. No secrets in `.mcp.json`.

**3. Start Claude Code** from the repo directory:

```bash
claude
```

The server starts automatically. Claude Code will prompt you to approve it on first launch (once only).

**4. Verify** the connection by asking:

```
Use the get_about tool
```

You should receive your Firefly III version and API information.

**Using from other projects:**  
Copy both `.env` and `.mcp.json` to any other project directory, changing `./index.js` to the absolute path:

```json
"args": ["/absolute/path/to/mcp-server-firefly-iii/index.js"]
```

See [CLAUDE.md](CLAUDE.md) for the full guide including auto-approval configuration.

---

### Claude Desktop

Add the server to your Claude Desktop config file:

- **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
- **Windows**: `%APPDATA%\Claude\claude_desktop_config.json`

```json
{
  "mcpServers": {
    "firefly-iii": {
      "command": "node",
      "args": ["/absolute/path/to/mcp-server-firefly-iii/index.js"],
      "env": {
        "FIREFLY_URL": "http://your-host:PORT",
        "FIREFLY_TOKEN": "your_personal_access_token"
      }
    }
  }
}
```

Restart Claude Desktop after saving.

---

### Gemini CLI Extension (One-command install)

```bash
gemini extensions install https://github.com/fabianonetto/mcp-server-firefly-iii
```

Then configure your instance:

```bash
gemini config set extensions.firefly-iii-universal-bridge.settings.FIREFLY_URL "http://your-host:PORT"
gemini config set extensions.firefly-iii-universal-bridge.settings.FIREFLY_TOKEN "your_token"
```

See [gemini.md](gemini.md) for the full guide.

---

### Docker (Official Image)

The official image is available on GitHub Packages: `ghcr.io/fabianonetto/mcp-server-firefly-iii`.

#### Run as a service (SSE Mode)
Ideal for ChatGPT Actions, Cursor (SSE), or custom integrations.

```bash
docker run -d \
  --name firefly-mcp \
  -p 3001:3001 \
  -e FIREFLY_URL="http://your-firefly-instance" \
  -e FIREFLY_TOKEN="your_personal_access_token" \
  -e PORT=3001 \
  ghcr.io/fabianonetto/mcp-server-firefly-iii:latest
```

#### Run with Claude Desktop (stdio Mode)
Add this to your `claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "firefly-iii": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "--rm",
        "-e", "FIREFLY_URL=http://your-host:PORT",
        "-e", "FIREFLY_TOKEN=your_token",
        "ghcr.io/fabianonetto/mcp-server-firefly-iii:latest"
      ]
    }
  }
}
```

---

### Cursor / VS Code (MCP Extension)

Add to your MCP config (`.cursor/mcp.json` or equivalent):

```json
{
  "mcpServers": {
    "firefly-iii": {
      "command": "node",
      "args": ["/absolute/path/to/mcp-server-firefly-iii/index.js"],
      "env": {
        "FIREFLY_URL": "http://your-host:PORT",
        "FIREFLY_TOKEN": "your_personal_access_token"
      }
    }
  }
}
```

---

### HTTP / SSE Mode (ChatGPT Actions, Custom Apps)

Start the server with a port to enable the REST and SSE endpoints:

```bash
FIREFLY_URL=http://your-host:PORT FIREFLY_TOKEN=your_token PORT=3000 node index.js
```

Available endpoints:

| Endpoint | Description |
| :--- | :--- |
| `GET /sse` | SSE transport for MCP clients |
| `POST /messages` | MCP message handler |
| `POST /api/<tool_name>` | Direct REST call to any tool |
| `GET /openapi.json` | OpenAPI 3.0 spec (import into ChatGPT Actions) |

---

## Tool Categories

| Category | Tools | Description |
| :--- | :---: | :--- |
| Core | 1 | System info & connectivity |
| Accounts | 5 | Full CRUD for all account types |
| Transactions | 7 | CRUD, split transactions, search |
| Budgets | 8 | Budgets + monetary limits |
| Bills & Piggy Banks | 7 | Bill tracking + savings goals |
| Automation | 11 | Rules, rule groups, webhooks |
| Recurring | 5 | Recurring transaction rules |
| System | 8 | Currencies + user preferences |
| Insights | 7 | Attachments, charts, net worth, spending |
| Meta | 4 | Categories + tags |
| Object Groups | 2 | Account/piggy bank organization |
| Admin | 1 | Data export |
| **Total** | **66** | |

---

## Documentation

| Document | Description |
| :--- | :--- |
| [docs/API.md](docs/API.md) | Complete reference for all 66 tools and their input schemas |
| [docs/PROMPTS.md](docs/PROMPTS.md) | Prompt examples for common financial tasks |
| [docs/USE_CASES.md](docs/USE_CASES.md) | Strategic guides: tax assistant, subscription auditor, receipt manager |
| [docs/TESTING.md](docs/TESTING.md) | Test suite documentation (78 tests, all tools covered) |
| [CLAUDE.md](CLAUDE.md) | Claude Code & Claude Desktop setup guide |
| [gemini.md](gemini.md) | Gemini CLI extension guide |

---

## Running Tests

```bash
npm test
```

78 tests covering all 66 tools. No live Firefly III instance required — all API calls are mocked.
See [docs/TESTING.md](docs/TESTING.md) for details.

---

## Security

- Use a VPN or SSH tunnel if exposing the server to the internet.
- Keep your `FIREFLY_TOKEN` secret. Never commit `.mcp.json` or `.env` files.
- See [SECURITY.md](SECURITY.md) for the full security policy.

---

## Roadmap

- [x] v1.x — Initial connectivity
- [x] v2.x — Exhaustive API coverage (CRUD & core admin)
- [x] v3.x — Power user features (splits, insights, automation)
- [x] v3.1.0 — Official Docker image & CI/CD

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