Monexa
About
Monexa is a personal finance and expense tracking application that supports multiple currencies. It uses a Go backend and a React frontend.
Details
- Author
- emilijan-koteski
- Downloads
- 236
- Categories
- Other, Finance
Jump to
- Multi-currency support for expense tracking
- Go backend with React frontend
- Docker Compose deployment for all components
- Development mode with hot reload
- PostgreSQL database (started via Docker)
- Pre‑configured environment files with dummy values
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
MonexaCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
You can run Monexa in two ways. For local development, start PostgreSQL with docker compose up -d, then run the backend with go run ./cmd/api/main.go and the frontend with npm run dev inside the frontend/ directory. For a fully containerized setup, use docker compose -f docker-compose.test.yml up --build, which starts everything (PostgreSQL, API, and Nginx‑served frontend) in Docker.
login
Log in to Monexa with email and password. Returns user profile and stores auth tokens for subsequent tool calls.
register
Create a new Monexa account. Returns the created user profile and automatically logs in.
list-records
List financial records with optional filters. Returns records sorted by date descending by default. Use list-categories and list-payment-methods to get valid filter IDs.
get-record
Get a single financial record by its ID.
create-record
Create a new financial record (income or expense). Use list-categories and list-payment-methods first to get valid IDs.
update-record
Update an existing financial record. Only provided fields are updated.
delete-record
Delete a financial record by ID.
get-records-summary
Get a financial summary (net balance: income minus expenses) for an optional date range, converted to the user's preferred currency.
list-categories
List all user-defined categories. Returns both INCOME and EXPENSE types with their IDs, names, colors, and descriptions.
create-category
Create a new spending or income category.
update-category
Update an existing category. Only provided fields are updated.
delete-category
Delete a category by ID. Will fail if any records still reference this category.
get-category-statistics
Get spending and income statistics broken down by category. Includes total income, total expense, net balance, and per-category amounts. All amounts are converted to the user's preferred currency.
list-payment-methods
List all user-defined payment methods (e.g. Cash, Credit Card, Bank Transfer).
create-payment-method
Create a new payment method.
update-payment-method
Rename an existing payment method.
delete-payment-method
Delete a payment method by ID. Will fail if any records still reference it.
get-settings
Get the current user's settings including preferred display language and default currency.
update-settings
Update user preferences. Can change the display language (EN or MK) and/or the default currency used for summaries and statistics.
get-profile
Get the current authenticated user's profile (id, name, email).
update-profile
Update the current user's display name.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"monexa": {
"monexa": {
"command": "npx",
"args": [
"-y",
"monexa-mcp-server"
],
"env": {
"MONEXA_EMAIL": "your@email.com",
"MONEXA_PASSWORD": "your_password"
}
}
}
}
}McpServers
{
"monexa": {
"command": "npx",
"args": [
"-y",
"monexa-mcp-server"
],
"env": {
"MONEXA_EMAIL": "your@email.com",
"MONEXA_PASSWORD": "your_password"
}
}
}Monexa
Personal finance and expense tracking app with multi-currency support. Go backend + React frontend.
What you need
- Go 1.23+
- Node.js 18+
- Docker and Docker Compose
Development setup
This is for when you want to work on the code. The database runs in Docker, but backend and frontend run on your machine so you get hot reload and all that.
1. Start the database:
docker compose up -d
This starts PostgreSQL on port 5433.
2. Environment variables:
There are already working .env files in the root and frontend/ folders with dummy values. No need to create them, just use them as they are.
3. Run the backend:
go run ./cmd/api/main.go
API will be on http://localhost:9000.
4. Run the frontend:
cd frontend
npm ci
npm run dev
Frontend will be on http://localhost:5173.
Fully dockerized setup
If you just want to run everything without installing Go or Node on your machine, use the test compose file. Everything runs in Docker. The same .env files from the repo work here too.
docker compose -f docker-compose.test.yml up --build
This starts:
- PostgreSQL on port 5433
- Backend API on port 9000
- Frontend with Nginx on port 80
Open http://localhost and you are good to go.
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