Up Bank MCP Server

MCP wrapper of the Python Up Bank API Wrapper up-bank-api (credit to @jcwillox) (it's wrappers all the way down)

Made for Claude, by Claude (lol)

This is a Model Context Protocol (MCP) server that provides tools for interacting with the Up Bank API. It allows you to manage accounts, transactions, categories, tags, and webhooks through MCP-enabled clients like Claude for Desktop.

Feel free to contribute if you want to better optimise it for LLM, etc. However it's fine as is. I just wanted to learn how to make an MCP server.

Now Claude can roast me for my transaction history, what else is it good for?

Claude roasting me Figure: Too much takeout I guess

Prerequisites

Python 3.10 or higher
Up Bank API token
uv package manager

Installation

First, install uv by running:
curl -LsSf https://astral.sh/uv/install.sh | sh
Make sure to restart your terminal after installing uv.
Clone this repository and navigate to it:
git clone <repository-url> cd up-mcp
Create and activate a virtual environment:
uv venv source .venv/bin/activate # On Windows, use: .venv\Scripts\activate
Install dependencies:
uv pip install -r requirements.txt

Using with Claude for Desktop or other MCP-enabled clients

Open your Claude (or other MCP-enabled) configuration file:
- macOS/Linux: ~/Library/Application Support/Claude/claude_desktop_config.json
- Windows: %AppData%\Claude\claude_desktop_config.json
Add the server configuration:

{
  "mcpServers": {
    "up-mcp": {
      "command": "/ABSOLUTE/PATH/TO/uv",
      "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/up-mcp",
        "run",
        "up_mcp.py"
      ],
      "env": {
        "UP_TOKEN": "up:yeah:your-token-here"
      }
    }
  }
}

Replace /ABSOLUTE/PATH/TO/uv with the absolute path to your uv executable. Replace /ABSOLUTE/PATH/TO/up-mcp with the absolute path to your project directory. Replace up:yeah:your-token-here with your Up Bank API token.

Get your Up Bank API token from the Up Bank website (https://api.up.com.au/).

Restart Claude for Desktop.

Available Tools

The server provides the following tools:

Account management (get accounts, get specific account)
Transaction management (get transactions, get specific transaction)
Category management (get categories, categorize transactions)
Tag management (get tags, add/remove tags from transactions)
Webhook management (create, delete, ping webhooks)

Testing

You can test the server using the included test.py script:

python test.py

This will run through basic functionality tests including account retrieval and transaction listing.

Troubleshooting

If you encounter issues:

Verify your UP_TOKEN environment variable is set correctly
Check that all dependencies are installed correctly
Ensure you're using Python 3.10 or higher
Check Claude's logs for MCP-related issues

This server cannot be installed

security - not tested

license - permissive license

quality - not tested

How are these scores calculated?

remote-capable server

The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.

An MCP wrapper for Up Bank's API that allows Claude and other MCP-enabled clients to manage accounts, transactions, categories, tags, and webhooks from Up Bank.

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