MCP server for managing LunchMoney personal finances: transactions, budgets, categories, and more.
MCP server for managing LunchMoney personal finances: transactions, budgets, categories, and more.
A Model Context Protocol (MCP) server implementation for LunchMoney, providing programmatic access to personal finance management through LunchMoney's API. Also available as an MCP Bundle (.mcpb) for easy installation in Claude Desktop.
This MCP server enables AI assistants and other MCP clients to interact with LunchMoney data, allowing for automated financial insights, transaction management, budgeting, and more.
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Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| get_user | Retrieve current user details |
| get_all_categories | List all categories (supports format and is_group filters) |
| get_single_category | Get details for a specific category or category group |
| create_category | Create a category or category group (set is_group=true plus children) |
| update_category | Update properties; replaces the children list on category groups |
| delete_category | Delete a category; pass force=true to override dependency check |
| get_all_tags | List all tags |
| get_single_tag | Get a tag by ID |
| create_tag | Create a new tag |
| update_tag | Update tag properties |
| delete_tag | Delete a tag (with force to override dependents) |
| get_transactions | List transactions with extensive filtering options (date range, account, category, tag, status, pending, metadata, files, etc) |
| get_single_transaction | Get full transaction details (always includes plaid_metadata, custom_metadata, files, and children for split/group parents) |
| create_transactions | Insert 1–500 transactions in one call |
{
"mcpServers": {
"lunchmoney": {
"command": "npx",
"args": ["-y", "@akutishevsky/lunchmoney-mcp"],
"env": {
"LUNCHMONEY_API_TOKEN": "your-value",
"LUNCHMONEY_DEBUG": "your-value"
}
}
}
}Add to claude_desktop_config.json, then restart Claude Desktop.
| Variable | Description | Required |
|---|---|---|
| LUNCHMONEY_API_TOKEN | Credential the server authenticates with. | Yes |
| LUNCHMONEY_DEBUG | Configuration value read at startup. | Optional |
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