Financial App Example
A complete example of building an MCP-enabled finance application that lets Claude query transactions, generate revenue summaries, and create expense reports.
Overview
This example creates a finance-agent with three tools:
list_transactions- Query financial transactionsget_revenue_summary- Get revenue totals for a periodcreate_expense_report- Generate new expense reports
Agent Configuration
Name: Finance Agent
Instructions:
Use this application to query financial data and generate
summaries. Available data includes transactions, revenue,
expenses, and budget information.
When querying historical data, always specify date ranges.
For revenue summaries, you can request by quarter (Q1-Q4)
or by month.
Tools
list_transactions
Description:
Retrieves a list of financial transactions for a specified
date range. Returns transaction details including date,
amount, category, and description. Use this when the user
asks about specific transactions or spending patterns.
Configuration:
| Setting | Value |
|---|---|
| Area | Default Area |
| Collection | Transactions |
| Action Type | List |
Parameters are automatically generated based on the Transactions collection schema.
get_revenue_summary
Description:
Calculates total revenue for a specified time period.
Returns breakdown by category and comparison to previous
period. Use for revenue reports and trend analysis.
Configuration:
| Setting | Value |
|---|---|
| Area | Default Area |
| Collection | Revenue |
| Action Type | Select |
create_expense_report
Description:
Creates a new expense report with specified details.
Returns the created report ID and status. Use when user
wants to submit or record a new expense.
Configuration:
| Setting | Value |
|---|---|
| Area | Default Area |
| Collection | Expense Reports |
| Action Type | Create |
Claude Desktop Configuration
{
"mcpServers": {
"finance-agent": {
"command": "npx",
"args": [
"-y",
"@anthropic-ai/mcp-proxy",
"http://localhost:3000/mcp"
]
}
}
}
Example Conversations
Querying Transactions
User: "Show me all food expenses from January"
Claude: Calls list_transactions on the Transactions collection with filter for January dates and food category.
Response: Lists 23 transactions totaling $1,247.50
Revenue Summary
User: "What was our Q4 revenue compared to Q3?"
Claude: Calls get_revenue_summary on the Revenue collection for Q4 2024.
Response: Q4 revenue was $2.4M (+12% vs Q3's $2.14M)
Creating Reports
User: "Create an expense report for my NYC trip, $850 for travel"
Claude: Calls create_expense_report on Expense Reports with provided details.
Response: Created expense report #1247, pending approval
Related
- Adding Tools - Tool configuration reference
- Connecting to Claude - Setup guide