update_transaction

MCP tool from Lunchmoney MCP by akutishevsky

Partial update of one transaction

How to use it

Project documentation lists update_transaction for the Lunchmoney MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

Install Lunchmoney MCP

claude mcp add lunchmoney --transport stdio -e LUNCHMONEY_API_TOKEN=your-api-token-here -- npx -y @akutishevsky/lunchmoney-mcp

FULL LUNCHMONEY MCP LISTING

Other tools in Lunchmoney MCP (39)

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_transactions_bulk

Bulk update 1–500 transactions

upsert_budget

Create or update a budget for a category and period