Lunchmoney MCP
UnclaimedA Model Context Protocol (MCP) server implementation for LunchMoney, providing programmatic access to personal finance management through LunchMoney's API.
Install
claude mcp add lunchmoney --transport stdio -e LUNCHMONEY_API_TOKEN=your-api-token-here -- npx -y @akutishevsky/lunchmoney-mcpSet up this server
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40 of 40 tools
Documented tools (40)
From project documentation. A server handshake does not verify each tool’s description or behavior.
attach_file_to_transaction
Upload a local file (jpeg/png/heic/heif/pdf, ≤10MB), type verified from its contents
create_category
Create a category or category group (set isgroup=true plus children)
create_manual_account
Create a new manually-managed account
create_tag
Create a new tag
create_transaction_group
Create a transaction group from existing transactions
create_transactions
Insert 1–500 transactions in one call
delete_category
Delete a category; pass force=true to override dependency check
delete_manual_account
Delete a manual account; optionally also delete its transactions / balance history
delete_tag
Delete a tag (with force to override dependents)
delete_transaction
Delete one transaction (cannot be split/group)
delete_transaction_attachment
Delete a file attachment
delete_transaction_group
Ungroup a transaction group
delete_transactions_bulk
Bulk delete 1–500 transactions by ID
get_all_categories
List all categories (supports format and isgroup filters)
get_all_manual_accounts
List all manually-managed accounts (formerly "assets")
get_all_plaid_accounts
List all connected Plaid accounts
get_all_tags
List all tags
get_budget_settings
Account-wide budget period and display settings
get_budget_summary
Per-category budget summary (backed by /summary); supports occurrences, totals, rollover-pool toggles
get_recurring_items
List recurring items for a date range (includesuggested for system suggestions)
get_single_category
Get details for a specific category or category group
get_single_manual_account
Get a manual account by ID
get_single_plaid_account
Get a Plaid account by ID
get_single_recurring_item
Get a recurring item by ID
get_single_tag
Get a tag by ID
get_single_transaction
Get full transaction details (always includes plaidmetadata, custommetadata, files, and children for split/group parents)
get_supported_cryptocurrencies
List the cryptocurrencies supported for manual tracking
get_transaction_attachment_url
Get a signed download URL for a file attachment
get_transactions
List transactions with extensive filtering options (date range, account, category, tag, status, pending, metadata, files, etc)
get_user
Retrieve current user details
remove_budget
Remove a budget for a category and period
split_transaction
Split a transaction into 2–500 children
trigger_plaid_fetch
Trigger fetch of latest data from Plaid (optionally scoped to a date range or account)
unsplit_transaction
Undo a previous split
update_category
Update properties; replaces the children list on category groups
update_manual_account
Update properties of a manual account
update_tag
Update tag properties
update_transaction
Partial update of one transaction
update_transactions_bulk
Bulk update 1–500 transactions
upsert_budget
Create or update a budget for a category and period
Tool change history
FAQ
Questions about Lunchmoney MCP Server
- How do I connect Lunchmoney MCP Server to Claude?
- The listing records `claude mcp add lunchmoney --transport stdio -e LUNCHMONEY_API_TOKEN=your-api-token-here -- npx -y @akutishevsky/lunchmoney-mcp` as its setup step. Run it, then follow the repository's instructions for the client configuration; the listing names Claude Desktop, Claude Code as compatible clients.
- Is Lunchmoney MCP Server free?
- The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.
- What can Lunchmoney MCP Server do?
- Lunchmoney MCP Server documents 40 tools to the agent, including attach_file_to_transaction, create_category, create_manual_account. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.