lunchmoney-mcp

Overview

This is a well-implemented MCP server that provides programmatic access to LunchMoney's personal finance management API. It offers comprehensive coverage of LunchMoney features including user management, categories, tags, transactions, recurring items, budgets, manual accounts, Plaid accounts, and cryptocurrency tracking. The server uses TypeScript for type safety, implements the standard MCP protocol via stdio transport, and supports multiple installation options including Claude Desktop bundles and CLI tools.

Try asking AI

After installing, here are 5 things you can ask your AI assistant:

• get_user

  Retrieve current user details

  Try:Show me my LunchMoney account detailsTry:What's my current account status?
• get_all_categories

  List all categories with optional filters

  Try:List all my spending categoriesTry:Show me details for my 'Food & Dining' category
• create_category

  Create a new category or category group

  Try:Create a new category called 'Subscriptions' with a monthly budget of $100Try:Create a category group for all my entertainment expenses
• get_transactions

  List transactions with extensive filtering options

  Try:Show me all transactions from last monthTry:Find all transactions over $100 in the past week
• create_transactions

  Insert one or more transactions in a single call

  Try:Create a new expense for $45.99 at Amazon in the Shopping categoryTry:Add three transactions from my weekend trip
• get_budget_summary

  Get per-category budget summary with various options

  Try:Show me my budget summary for this monthTry:How much have I spent vs budgeted in each category?
• upsert_budget

  Create or update a budget for a specific category and period

  Try:Set a budget of $500 for Groceries this monthTry:Update my Entertainment budget to $200 monthly
• get_all_manual_accounts

  List all manually-managed accounts (formerly assets)

  Try:List all my manual accountsTry:Show my investment and savings accounts
• create_manual_account

  Create a new manually-managed account

  Try:Create a new manual account for my savings account with a balance of $10,000Try:Add a new investment account
• get_all_plaid_accounts

  List all connected Plaid accounts

  Try:Show me all my connected Plaid accountsTry:List my bank accounts through Plaid
• trigger_plaid_fetch

  Trigger fetch of latest data from Plaid accounts

  Try:Refresh my bank account dataTry:Trigger a sync for my checking account
• get_all_crypto

  List all synced and manual cryptocurrency holdings

  Try:Show me all my crypto holdingsTry:List all my cryptocurrency investments

Comparable tools

Installation

{
  "mcpServers": {
    "lunchmoney": {
      "command": "npx",
      "args": ["@akutishevsky/lunchmoney-mcp"],
      "env": {
        "LUNCHMONEY_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

FAQ

Is this server compatible with LunchMoney v1 API?

No, this server targets LunchMoney's v2 API which is currently in alpha. v2.0.0 is a breaking release that is not backwards compatible with v1.x of this server.

What features does the server support?

It supports user management, categories, tags, transactions, recurring items, budgets, manual accounts, Plaid accounts, and cryptocurrency tracking with full CRUD operations.

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