Genie Expense Tracker

Read-only AI access

Ask your agent about your money

Connect Genie once, then ask about accounts, spending, net worth, investment holdings, subscriptions, installments, and—only if you separately allow it—stored financial SMS messages.

Remote MCP serverhttps://genie-mobile.duckdns.org/mcp

No API key or write access. Sign-in happens in your browser.

Choose your route

Connect Genie

Use a packaged integration when it is available in your agent. Manual MCP setup reaches the same read-only tools.

ClaudePublic repository

Claude plugin

The shared GitHub plugin is a plugin for Claude and compatible ChatGPT/Codex marketplace clients only where supported. It includes the connection, so you do not need to configure the MCP server separately when your client supports marketplace packages.

  1. Open your client's plugin or marketplace settings.
  2. Select Add marketplace or the equivalent repository option, where available.
  3. Enter https://github.com/osamaadam/genie-claude-plugin.
  4. Install and enable Genie Expense Tracker.
  5. When prompted, sign in to Genie and approve the access you want.

You choose the external agent provider. Revocation stops future access through Genie, but Genie cannot delete copies already received by that provider. Marketplace support and workspace controls vary by client. If your client cannot install marketplace packages, use the direct Streamable HTTP route below.

View the plugin repository
Client-dependent

ChatGPT and compatible marketplace clients

Use the shared GitHub plugin where your ChatGPT or Codex-compatible client supports marketplace packages. Otherwise, add the same Genie endpoint directly as a remote Streamable HTTP MCP server.

  1. Open the client's MCP or marketplace settings.
  2. Install Genie Expense Tracker from https://github.com/osamaadam/genie-claude-plugin if marketplace packages are supported.
  3. If not, add the remote MCP URL shown above with Streamable HTTP and OAuth.
  4. Complete Genie authorization in your browser.

Client, plan, and workspace controls determine which marketplace or direct-MCP settings are available.

Shared plugin repository
Manual

Codex and other MCP clients

Add Genie as a remote Streamable HTTP MCP server. The client must support OAuth for remote MCP servers.

Codex CLI
codex mcp add genie-expense-tracker --url https://genie-mobile.duckdns.org/mcp
codex mcp login genie-expense-tracker
Claude Code and Gemini CLI commands

Claude Code

claude mcp add --transport http genie-expense-tracker https://genie-mobile.duckdns.org/mcp

Open Claude Code and use /mcp to authenticate.

Gemini CLI

gemini mcp add --transport http genie-expense-tracker https://genie-mobile.duckdns.org/mcp

Start an interactive session and use /mcp auth genie-expense-tracker.

Already talking to an agent?

Send it this page

If your agent can manage its own MCP configuration, share this page and the instruction below. You will still complete the private sign-in step yourself in a browser.

Connect yourself to the Genie Expense Tracker MCP server described on this page. Use a remote Streamable HTTP connection and open the browser authorization flow for me. Never ask me to paste my Genie account number into chat.

After connecting

Questions Genie can answer

“What is my current net worth, and which accounts are excluded?”
“Show my investment holdings and their latest valuation dates.”
“How much did I spend in each category last month?”
“Show my transactions at this merchant and total them.”
“Which subscriptions and installment payments are coming up?”
“Find the stored bank SMS linked to this transaction.”
See all ten possible read-only tools

get_net_worth returns the primary-currency snapshot, inclusion/exclusion breakdown, and partial-result details.

list_investment_holdings lists investment accounts and flat current positions when investments are enabled.

list_accounts lists ordinary transactional accounts and cards; commodity and investment accounts are excluded.

search_transactions searches with date, account, category, merchant, type, amount, and currency filters.

get_transaction retrieves one transaction by its Genie ID.

aggregate_transactions calculates grouped counts and amounts.

list_subscriptions lists recurring subscriptions.

list_installments lists installment plans and forecasts.

search_sms and get_sms access stored messages only with separate sms:read approval.

There are ten possible read-only tools; nine are discoverable while investment support is disabled.

What happens

Authorization stays in your browser

  1. 1

    Your agent opens Genie's authorization page.

  2. 2

    Verify the address begins exactly with https://genie-mobile.duckdns.org.

  3. 3

    Enter your 16-digit account number there—not in chat—and approve the scopes you want.

  4. 4

    Return to your agent and start asking questions.

Permissions

You choose what leaves Genie

finance:readRequired

Accounts, net worth, investment holdings, transactions, subscriptions, installments, and aggregates.

sms:readOptional

Complete stored SMS bodies and linked transaction details. Approve this only if you want the agent to read those messages.

Genie exposes no write tools. A connected agent cannot add, edit, or delete your Genie data.

Before you connect

Your agent provider receives the data it requests

The external agent provider may retain or process authorized data under its own terms. Genie can stop future access, but cannot delete copies the provider has already received.

Approved connections may continue retrieving data without a new sign-in until their credentials expire or you revoke them. Review and revoke grants at Genie connection management. For a complete disconnect, also remove Genie in the agent's own settings.

Never share your 16-digit account number, OAuth codes, access tokens, or refresh tokens in a chat, prompt, configuration, issue, or support message.

Privacy policyData deletionGet help