MCP Upbank

A Model Context Protocol server implementation for accessing the Up Bank API, aiming to test the API to explore its potential uses in daily LLM usage, such as transaction record management and consumption habit analysis.

Finance Developer tools #Bank API #Transaction analysis #LLM integration Local .TypeScript

rating : 2 points

downloads : 15

update time : 2025-04-29

What is MCP-Upbank?

MCP-Upbank is a middleware service that connects to the Up Bank API, allowing users to access their bank transaction data through the Model Context Protocol. It can securely integrate your financial information into your daily LLM (Large Language Model) usage scenarios.

How to use MCP-Upbank?

You need to obtain access to the Up Bank API first, then configure the MCP-Upbank server to connect to your account. After that, you can retrieve transaction data through simple queries or automatically add the data to your daily records.

Use cases

Suitable for scenarios such as personal financial management, consumption habit analysis, automatic bookkeeping, and intelligent financial assistants integrated with LLM.

Main features

Transaction data querySecurely retrieve your bank transaction records, including information such as amount, time, and merchant.

Consumption analysisProvide simple consumption classification and trend analysis functions.

LLM integrationSeamlessly integrate financial data into LLM usage scenarios, such as automatic bookkeeping and consumption suggestions.

Advantages and limitations

Advantages

Secure read-only access - The API does not allow data modification, ensuring account security.

Easy to integrate - Connect with various LLM tools through the standard MCP protocol.

Data visualization - Provide simple visualization analysis of consumption data.

Limitations

Limited functionality - Currently only supports queries and does not support complex financial operations.

Only supports Up Bank - Currently only applicable to Up Bank users in Australia.

Requires API access - Users need to apply for Up Bank developer access first.

How to use

Obtain API access

Visit the Up Bank developer website to apply for API access.

Configure MCP-Upbank

Configure the obtained API key in the MCP-Upbank server.

Connect to the LLM application

Configure the MCP-Upbank server address in your LLM application or tool.

Usage examples

Daily consumption recordsAutomatically retrieve the consumption records of the previous day every morning and add them to your personal log.

Monthly consumption analysisAutomatically analyze the monthly consumption situation at the end of each month to identify consumption trends and anomalies.