Lunch Money MCP Server

# 💡 Examples - How to Use Lunch Money MCP Once you have lunchmoney-mcp installed and configured, here are some example commands you can use with Claude Desktop: ## 📊 Account & Overview ``` "Show me my Lunch Money account information" "What's my current account balance across all accounts?" "Give me an overview of my financial accounts" ``` ## 📁 Categories ``` "List all my spending categories" "Show me my income categories" "Create a new category called 'Home Office'" "Update my 'Entertainment' category to exclude it from budget" "What categories do I have for food expenses?" ``` ## 💰 Transactions ``` "Show me my last 10 transactions" "What did I spend on groceries this month?" "Add a transaction: $45 at Target for household items" "Show me all transactions over $100 from last month" "Update transaction ID 12345 to categorize it as 'Food'" ``` ## 🏷️ Tags ``` "What tags do I have available?" "Show me all transactions tagged as 'work-related'" "Add a new transaction with tags for 'business' and 'travel'" ``` ## 🏦 Assets & Accounts ``` "Show me all my connected accounts" "What's the balance on my Chase checking account?" "Add a new savings account with $5000 balance" "Update my investment account balance to $25,000" ``` ## 📈 Budget Tracking ``` "Show me my budget for this month" "How much have I spent vs budgeted in each category?" "Set a budget of $500 for groceries this month" "What's my biggest budget category?" ``` ## 🔄 Recurring Items ``` "What recurring expenses do I have?" "Show me all my recurring income" "What's my monthly recurring spending total?" ``` ## 🌐 Plaid Integration ``` "Sync my bank accounts with Plaid" "What Plaid accounts do I have connected?" "Trigger a fresh sync of my bank data" ``` ## 💎 Crypto ``` "Show me my crypto portfolio" "What's my Bitcoin balance?" "Update my manual crypto holding to 0.5 ETH" ``` ## 🔍 Advanced Filtering ``` "Show me transactions from January 1st to March 31st" "What did I spend on dining out in the last 3 months?" "Show me only cleared transactions from my credit card" "Find all transactions over $200 in the shopping category" ``` ## 📊 Analytics & Reports ``` "Compare my spending this month vs last month" "What's my average monthly spending by category?" "Show me my top 5 spending categories" "Calculate my monthly income vs expenses" ``` ## 🎯 Smart Combinations ``` "Add a $75 dinner expense, categorize as 'Dining Out', and tag as 'date-night'" "Show me my budget performance and suggest areas to cut spending" "Create a new 'Vacation' category and add a $2000 trip expense" "Update my salary income and recalculate my monthly budget" ``` ## 🛠️ Data Management ``` "Export my transactions from last month" "Clean up duplicate transactions" "Merge similar categories" "Archive old unused categories" ``` ## 📱 Quick Actions ``` "Record lunch: $12 at Subway" "Gas fill-up: $60 at Shell" "Grocery shopping: $85 at Whole Foods" "Coffee: $5 at Starbucks" ``` ## 🤖 AI-Powered Insights ``` "Analyze my spending patterns and give me insights" "What trends do you see in my financial data?" "Suggest ways to optimize my budget" "Help me find areas where I'm overspending" ``` ## 📝 Notes - Replace specific IDs (like transaction ID 12345) with actual IDs from your data - Amounts and merchant names are examples - use your actual data - Some features may require specific account permissions in Lunch Money - Always verify important financial changes before confirming ## 🚀 Pro Tips 1. **Be specific with dates**: "last month", "this year", "January 2024" 2. **Use natural language**: Claude understands context well 3. **Combine operations**: "Add this expense AND update my budget" 4. **Ask for analysis**: Claude can provide insights beyond just data retrieval 5. **Verify changes**: Always confirm important financial updates Happy budgeting with AI! 🎉