trigger_plaid_fetch

Fetch the latest financial data from Plaid to update transaction records and account balances in LunchMoney. This experimental process may take up to 5 minutes to complete.

Instructions

Trigger a fetch of latest data from Plaid (Experimental). Note that fetching may take up to 5 minutes.

Input Schema

TableJSON Schema

Name	Required	Description	Default
No arguments

Implementation Reference

src/tools/plaid-accounts.ts:48-77 (handler)

The asynchronous handler function for the 'trigger_plaid_fetch' tool. It sends a POST request to the LunchMoney API endpoint '/plaid_accounts/fetch' to trigger fetching the latest data from Plaid accounts. Returns a success or error message in MCP content format.

async () => {
    const { baseUrl, lunchmoneyApiToken } = getConfig();
    
    const response = await fetch(`${baseUrl}/plaid_accounts/fetch`, {
        method: "POST",
        headers: {
            Authorization: `Bearer ${lunchmoneyApiToken}`,
        },
    });

    if (!response.ok) {
        return {
            content: [
                {
                    type: "text",
                    text: `Failed to trigger Plaid fetch: ${response.statusText}`,
                },
            ],
        };
    }

    return {
        content: [
            {
                type: "text",
                text: "Plaid fetch triggered successfully. Fetching may take up to 5 minutes.",
            },
        ],
    };
}

src/tools/plaid-accounts.ts:44-78 (registration)

The server.tool registration for 'trigger_plaid_fetch', including the tool name, description, empty input schema, and the handler function. This is called within the registerPlaidAccountTools function.

server.tool(
    "trigger_plaid_fetch",
    "Trigger a fetch of latest data from Plaid (Experimental). Note that fetching may take up to 5 minutes.",
    {},
    async () => {
        const { baseUrl, lunchmoneyApiToken } = getConfig();
        
        const response = await fetch(`${baseUrl}/plaid_accounts/fetch`, {
            method: "POST",
            headers: {
                Authorization: `Bearer ${lunchmoneyApiToken}`,
            },
        });

        if (!response.ok) {
            return {
                content: [
                    {
                        type: "text",
                        text: `Failed to trigger Plaid fetch: ${response.statusText}`,
                    },
                ],
            };
        }

        return {
            content: [
                {
                    type: "text",
                    text: "Plaid fetch triggered successfully. Fetching may take up to 5 minutes.",
                },
            ],
        };
    }
);

src/index.ts:30-30 (registration)
Top-level call to registerPlaidAccountTools(server), which in turn registers the 'trigger_plaid_fetch' tool among others.
```
registerPlaidAccountTools(server);
```

LunchMoney MCP Server