Up Bank MCP Server

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?

Figure: Too much takeout I guess

Prerequisites

• Python 3.10 or higher
• Up Bank API token
• uv package manager

Installation

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

Using with Claude for Desktop or other MCP-enabled clients

1. 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
2. Add the server configuration:

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/).

3. 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:

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

Troubleshooting

If you encounter issues:

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