- Step 1: Set up your environment by cloning the MCP server repository and installing dependencies
- Step 2: Configure Claude Desktop or ChatGPT to connect to the MCP server for SQLite
- Step 3: Verify MCP server integration by listing database tables in Claude or ChatGPT
- Step 4: Use natural language prompts to ask about expense totals, categories, currencies, or generate visualizations
- Step 5: Interact with the system to refine or filter data via further natural language queries