Up Banking MCP Server

Instructions

Implementation Reference

• src/index.ts:304-318 (registration)

  Tool registration in TOOLS array, defining name, description, and input schema (transactionId required) for 'up_get_transaction'
  { name: "up_get_transaction", description: "Get detailed information about a specific transaction by ID, including amount, description, category, and related account.", inputSchema: { type: "object", properties: { transactionId: { type: "string", description: "The unique identifier for the transaction", }, }, required: ["transactionId"], }, },
• src/index.ts:447-458 (handler)

  Handler implementation in the CallToolRequestSchema switch statement: extracts transactionId from arguments, calls client.getTransaction, and returns JSON stringified result
  case "up_get_transaction": { const args = request.params.arguments as { transactionId: string }; const result = await client.getTransaction(args.transactionId); return { content: [ { type: "text", text: JSON.stringify(result, null, 2), }, ], }; }
• src/index.ts:189-193 (helper)

  UpApiClient.getTransaction helper method: makes API request to fetch specific transaction by ID using makeRequest
  async getTransaction( transactionId: string ): Promise<{ data: TransactionResource }> { return this.makeRequest(`/transactions/${transactionId}`); }
• src/index.ts:44-73 (schema)

  TypeScript interface defining the structure of a TransactionResource returned by the Up API
  interface TransactionResource { type: "transactions"; id: string; attributes: { status: "HELD" | "SETTLED"; rawText: string | null; description: string; message: string | null; isCategorizable: boolean; amount: MoneyObject; foreignAmount: MoneyObject | null; settledAt: string | null; createdAt: string; transactionType: string | null; }; relationships: { account: { data: { type: "accounts"; id: string; }; }; category: { data: { type: "categories"; id: string; } | null; }; }; }