README.md•3.2 kB
# Up Bank MCP Server
MCP wrapper of the Python Up Bank API Wrapper [up-bank-api](https://github.com/jcwillox/up-bank-api) (credit to [@jcwillox](https://github.com/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:
```bash
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:
```bash
git clone <repository-url>
cd up-mcp
```
3. Create and activate a virtual environment:
```bash
uv venv
source .venv/bin/activate # On Windows, use: .venv\Scripts\activate
```
4. Install dependencies:
```bash
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:
```json
{
"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/)](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:
```bash
python test.py
```
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