Lunchmoney MCP

🚀 Lunch Money MCP Server

An MCP (Model Context Protocol) server for the Lunch Money API, enabling AI assistants to interact with your Lunch Money account to manage transactions, categories, budgets, and more.

✨ Features

This MCP server provides access to the following Lunch Money functionalities:

• User: Retrieve account information
• Categories: Create, read, update, and delete categories
• Transactions: Manage transactions (create, read, update, filter)
• Tags: Get all tags
• Assets: Manage accounts/assets
• Budgets: Get and update budgets
• Recurring Items: Get recurring transactions
• Plaid Accounts: Manage connected Plaid accounts
• Cryptocurrencies: Manage crypto assets

📦 Installation Super Simple 🚀

Option 1: Automatic Installation (Easier)

python install.py

This script:

• ✅ Automatically installs the package
• ✅ Prompts you for your Lunch Money token
• ✅ Automatically configures Claude Desktop
• ✅ Ready to use

Option 2: Manual Installation

pip install lunchmoney-mcp

Then add this configuration to your claude_desktop_config.json file:

{
  "mcpServers": {
    "lunchmoney": {
      "command": "lunchmoney-mcp",
      "env": {
        "LUNCHMONEY_ACCESS_TOKEN": "your_token_here"
      }
    }
  }
}

That's all! 🎉 As simple as Playwright MCP.

Get your access token:

1. Go to https://my.lunchmoney.app/developers
2. Create a new access token
3. Use it in the above configuration

Installation from Source Code

If you prefer to install from the source code:

1. Clone the repository:

   git clone <repository-url>
   cd lunchmoney-mcp
   

2. Install:

   pip install -e .
   

3. Configure in Claude Desktop:

   {
     "mcpServers": {
       "lunchmoney": {
         "command": "lunchmoney-mcp",
         "env": {
           "LUNCHMONEY_ACCESS_TOKEN": "your_token_here"
         }
       }
     }
   }
   

Configuration File Location:

• Windows: %APPDATA%\Claude\claude_desktop_config.json
• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

💻 Usage Examples

Once configured, you can use Claude Desktop to interact with your Lunch Money account. Here are some examples:

Basic Usage

"Show me the information of my Lunch Money account"

Advanced Usage

View all categories

"List all my Lunch Money categories"

Create a new category

"Create a new category called 'Entertainment' in Lunch Money"

View recent transactions

"Show me the transactions from the last month"

Create a transaction

"Add a $50 transaction for 'Supermarket XYZ' in the 'Food' category"

View budget

"Show me the summary of this month's budget"

📚 Documentation

User

• get_user: Get user and account information

Categories

• get_all_categories: Get all categories
• get_single_category: Get a specific category
• create_category: Create a new category
• update_category: Update an existing category
• delete_category: Delete a category

Transactions

• get_all_transactions: Get all transactions (with filters)
• get_single_transaction: Get a specific transaction
• insert_transactions: Insert new transactions
• update_transaction: Update an existing transaction

Tags

• get_all_tags: Get all tags

Assets

• get_all_assets: Get all assets/accounts
• create_asset: Create a new asset/account
• update_asset: Update an existing asset

Budgets

• get_budget_summary: Get budget summary
• upsert_budget: Create or update budget data

Recurring Items

• get_recurring_items: Get all recurring items

Plaid Accounts

• get_all_plaid_accounts: Get all Plaid accounts
• trigger_plaid_fetch: Trigger synchronization with Plaid

Cryptocurrencies

• get_all_crypto: Get all crypto assets
• update_manual_crypto: Manually update a crypto asset

🔧 Technical Details

Development

To contribute to the development:

1. Install development dependencies:

   pip install -e ".[dev]"
   

2. Run tests:

   pytest
   

3. Format the code:

   black lunchmoney_mcp/
   

Security

• Never share your Lunch Money access token.
• Store your token in the .env file and ensure it's in your .gitignore.
• The MCP server runs locally and does not send data to external services.

Limitations

• The Lunch Money API is in public beta, so there may be changes.
• Some operations may have rate limits.
• Changes made through the API are irreversible.

Support

If you encounter issues:

1. Verify that your access token is valid.
2. Refer to the official Lunch Money documentation.
3. Check the MCP server logs for specific errors.

📄 License

This project is under the MIT license. See the LICENSE file for more details.

Related Links

• Lunch Money
• Lunch Money API Documentation
• Model Context Protocol
• Claude Desktop