Up Bank
A Python - based MCP server that wraps the Up Bank API, providing management functions for bank accounts, transactions, categorization, and tagging for MCP clients such as Claude.
rating : 2.5 points
downloads : 7
What is Up Bank MCP Server?
This is a bank account management tool specifically designed for AI assistants (such as Claude). It acts as a secure bridge, allowing your AI assistant to help you check account balances, analyze consumption records, manage transaction categorization and tags, without directly sharing your bank password.How to use this service?
Simply complete a simple installation and configuration, and your AI assistant can access bank data through a secure channel to help you analyze consumption habits, automatically categorize transactions, or set consumption reminders.Applicable scenarios
Suitable for users who want to manage their finances through an AI assistant, such as having the AI analyze monthly expenditures, automatically label takeaway consumption, set budget reminders, or even have the AI humorously comment on your consumption habits.Main features
Account managementSecurely view the balances and detailed information of all bank accounts
Transaction trackingGet historical transaction records and details of specific transactions
Smart categorizationAutomatically or manually set consumption categories for transactions
Tagging systemAdd custom tags (such as 'impulse purchase') to transactions for easy analysis
Real - time notificationsSet up instant consumption reminders and notifications
Advantages and limitations
Advantages
Access through a secure API without directly sharing bank credentials
Let the AI assistant automatically organize your financial data
Support rich transaction categorization and tagging functions
Customizable real - time consumption reminders
Limitations
Only supports Up Bank users
Requires some technical knowledge for initial setup
Functionality depends on the stability of third - party APIs
How to use
Get an API key
Obtain your personal API token from the Up Bank official website (api.up.com.au)
Install necessary software
Install the uv package manager using the provided command
Set up Claude configuration
Add server information, including your API key, to the Claude configuration file
Start using
After restarting Claude, you can query your bank data using natural language
Usage examples
Consumption habit analysisHave the AI analyze your consumption patterns over the past three months to identify areas for expenditure optimization
Automatically categorize transactionsAutomatically assign uncategorized transactions to appropriate categories
Humorous financial feedbackHave the AI humorously evaluate your consumption habits
Frequently Asked Questions
Is this tool secure?
Do I need programming knowledge to use it?
Which banks are supported?
Can the AI see my bank password?
Related resources
Up Bank API official website
The official website to obtain API tokens
GitHub source code repository
The Python API wrapper library on which the project depends
uv package manager
The recommended Python package management tool for the project
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