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 transactions
• get_revenue_summary - Get revenue totals for a period
• create_expense_report - Generate new expense reports

Agent Setup

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.

Settings:

Setting	Value
Area	Default Area
Collection	Transactions
Action Type	List

note

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.

Settings:

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.

Settings:

Setting	Value
Area	Default Area
Collection	Expense Reports
Action Type	Create

Claude Desktop Setup

{
  "mcpServers": {
    "finance-agent": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://finance-backend.madeonhyper.com/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 Pages

• Adding Tools - Tool setup reference
• Connecting to Claude - Setup guide