Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| UP_API_TOKEN | Yes | Your Up Banking personal access token for API authentication |
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| up_ping | Test the Up API connection and verify authentication is working |
| up_list_accounts | List all accounts for the authenticated user. Returns account balances, types (SAVER, TRANSACTIONAL, HOME_LOAN), and ownership information. |
| up_get_account | Get details for a specific account by ID, including current balance and account information. |
| up_list_transactions | List transactions across all accounts or for a specific account. Supports filtering by status, date range, category, and tags. Returns paginated results ordered newest first. |
| up_get_transaction | Get detailed information about a specific transaction by ID, including amount, description, category, and related account. |
| up_list_categories | List all spending categories in Up. Categories have a parent-child relationship. Use this to understand category IDs for filtering transactions. |
| up_get_category | Get details about a specific category by ID, including its name and parent/child relationships. |