Genie Expense Tracker plugin

Connect Claude, and compatible ChatGPT/Codex marketplace clients where they support Agent Plugins 1.0, to Genie's private read-only remote MCP server. The package includes the shared Agent Plugins manifest, Claude marketplace metadata, the Genie finance skill, and a Streamable HTTP MCP configuration.

What Genie can provide

After you authorize the connection, Genie can provide read-only:

• Account and card balances with list_accounts.
• Transaction search, detail, and aggregation.
• A net-worth snapshot with get_net_worth, including primary currency, valued accounts, excluded accounts, unvalued items, completeness, and valuation dates.
• Investment positions and provider/account context with list_investment_holdings when investments are enabled and discoverable.
• Subscription and installment summaries.
• Stored financial SMS search and detail only with the separately authorized sms:read permission.

The connector cannot create, change, delete, or pay anything. Net worth and holdings are snapshots, not returns or performance tracking. When a response is partial, follow its is_complete, inclusion/exclusion, valuation, and FX-date fields; never add list_accounts balances to reconstruct net worth.

Install from this repository

In Claude or Claude Desktop, open Customize → Plugins, select + → Add marketplace, and enter:

https://github.com/osamaadam/genie-claude-plugin

Install Genie Expense Tracker, enable it, and complete the Genie authorization flow when prompted. The same repository contains an Agent Plugins 1.0 package for compatible ChatGPT/Codex marketplace clients where that package format is supported; client and workspace availability can differ.

Install for development

Clone this repository, then run Claude Code from its parent directory:

claude --plugin-dir ./genie-claude-plugin

Open /mcp in Claude Code and complete OAuth for the genie server. You can also validate the Claude package with:

claude plugin validate ./genie-claude-plugin --strict

Connect without the plugin

The same server is available directly over Streamable HTTP:

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

In Claude on the web or Claude Desktop, open Customize → Connectors → Add custom connector and enter:

https://genie-mobile.duckdns.org/mcp

Authentication and privacy

Genie uses OAuth. Enter your Genie account number only on the authorization page hosted at https://genie-mobile.duckdns.org; never paste it into Claude, a plugin configuration, an issue, or a support message.

The optional sms:read permission allows the connector to return complete stored financial SMS messages. Grant it only if you want Claude to inspect those messages.

• Connection guide
• Privacy policy
• Terms of service
• Support
• Delete Genie data

Security reports

Report vulnerabilities privately to osamaadamme@gmail.com. Do not open a public issue containing account numbers, tokens, authorization codes, financial records, or SMS messages.

License

The plugin metadata and skill instructions in this repository are available under the MIT License. The license does not apply to the separate Genie application or backend service.