LunchMoney MCP Server

Instructions

Implementation Reference

• src/tools/assets.ts:211-257 (handler)

  Handler function that constructs a PUT request to the Lunchmoney API endpoint `/assets/{asset_id}` to update the specified asset with provided fields.
  async ({ input }) => { const { baseUrl, lunchmoneyApiToken } = getConfig(); const body: any = {}; if (input.type_name) body.type_name = input.type_name; if (input.subtype_name) body.subtype_name = input.subtype_name; if (input.name) body.name = input.name; if (input.display_name) body.display_name = input.display_name; if (input.balance !== undefined) body.balance = input.balance.toString(); if (input.balance_as_of) body.balance_as_of = input.balance_as_of; if (input.currency) body.currency = input.currency; if (input.institution_name) body.institution_name = input.institution_name; if (input.closed_on) body.closed_on = input.closed_on; if (input.exclude_transactions !== undefined) body.exclude_transactions = input.exclude_transactions; const response = await fetch(`${baseUrl}/assets/${input.asset_id}`, { method: "PUT", headers: { Authorization: `Bearer ${lunchmoneyApiToken}`, "Content-Type": "application/json", }, body: JSON.stringify(body), }); if (!response.ok) { return { content: [ { type: "text", text: `Failed to update asset: ${response.statusText}`, }, ], }; } const result = await response.json(); return { content: [ { type: "text", text: JSON.stringify(result), }, ], }; }
• src/tools/assets.ts:154-210 (schema)

  Zod input schema defining optional parameters for updating an asset, including asset_id (required).
  input: z.object({ asset_id: z .number() .describe("ID of the asset to update"), type_name: z .enum([ "cash", "credit", "investment", "real estate", "loan", "vehicle", "cryptocurrency", "employee compensation", "other liability", "other asset", ]) .optional() .describe("Primary type of the asset"), subtype_name: z .string() .optional() .describe("Optional subtype (e.g., retirement, checking, savings)"), name: z .string() .optional() .describe("Name of the asset"), display_name: z .string() .optional() .describe("Display name of the asset"), balance: z .number() .optional() .describe("Current balance of the asset"), balance_as_of: z .string() .optional() .describe("Date/time the balance is as of in ISO 8601 format"), currency: z .string() .optional() .describe("Three-letter currency code"), institution_name: z .string() .optional() .describe("Name of the institution holding the asset"), closed_on: z .string() .optional() .describe("Date the asset was closed in YYYY-MM-DD format"), exclude_transactions: z .boolean() .optional() .describe("Whether to exclude this asset from transaction options"), }), },
• src/tools/assets.ts:150-258 (registration)

  MCP server.tool registration for the 'update_asset' tool, including description, schema, and handler.
  server.tool( "update_asset", "Update an existing manually-managed asset", { input: z.object({ asset_id: z .number() .describe("ID of the asset to update"), type_name: z .enum([ "cash", "credit", "investment", "real estate", "loan", "vehicle", "cryptocurrency", "employee compensation", "other liability", "other asset", ]) .optional() .describe("Primary type of the asset"), subtype_name: z .string() .optional() .describe("Optional subtype (e.g., retirement, checking, savings)"), name: z .string() .optional() .describe("Name of the asset"), display_name: z .string() .optional() .describe("Display name of the asset"), balance: z .number() .optional() .describe("Current balance of the asset"), balance_as_of: z .string() .optional() .describe("Date/time the balance is as of in ISO 8601 format"), currency: z .string() .optional() .describe("Three-letter currency code"), institution_name: z .string() .optional() .describe("Name of the institution holding the asset"), closed_on: z .string() .optional() .describe("Date the asset was closed in YYYY-MM-DD format"), exclude_transactions: z .boolean() .optional() .describe("Whether to exclude this asset from transaction options"), }), }, async ({ input }) => { const { baseUrl, lunchmoneyApiToken } = getConfig(); const body: any = {}; if (input.type_name) body.type_name = input.type_name; if (input.subtype_name) body.subtype_name = input.subtype_name; if (input.name) body.name = input.name; if (input.display_name) body.display_name = input.display_name; if (input.balance !== undefined) body.balance = input.balance.toString(); if (input.balance_as_of) body.balance_as_of = input.balance_as_of; if (input.currency) body.currency = input.currency; if (input.institution_name) body.institution_name = input.institution_name; if (input.closed_on) body.closed_on = input.closed_on; if (input.exclude_transactions !== undefined) body.exclude_transactions = input.exclude_transactions; const response = await fetch(`${baseUrl}/assets/${input.asset_id}`, { method: "PUT", headers: { Authorization: `Bearer ${lunchmoneyApiToken}`, "Content-Type": "application/json", }, body: JSON.stringify(body), }); if (!response.ok) { return { content: [ { type: "text", text: `Failed to update asset: ${response.statusText}`, }, ], }; } const result = await response.json(); return { content: [ { type: "text", text: JSON.stringify(result), }, ], }; } );