LunchMoney MCP Server

Get details on the current user

Get a flattened list of all categories in alphabetical order associated with the user's account.

Get hydrated details on a single category. Note that if this category is part of a category group, its properties (is_income, exclude_from_budget, exclude_from_totals) will inherit from the category group.

Create a single category.

Create a single category group.

Update the properties for a single category or category group.

Add categories (either existing or new) to a single category group.

Delete a single category or category group. This will only work if there are no dependencies, such as existing budgets for the category, categorized transactions, categorized recurring items, etc. If there are dependents, this endpoint will return what the dependents are and how many there are.

Delete a single category or category group and along with it, disassociate the category from any transactions, recurring items, budgets, etc. Note: it is best practice to first try the Delete Category endpoint to ensure you don't accidentally delete any data. Disassociation/deletion of the data arising from this endpoint is irreversible!

Get a list of all tags associated with the user's account.

Retrieve transactions within a date range with optional filters

Get details of a specific transaction

Insert one or more transactions

Update an existing transaction

Remove one or more transactions from a split

Get details of a transaction group

Create a transaction group

Delete a transaction group or a single transaction.

Retrieve a list of recurring items to expect for a specified month

Get budget summary for a specific date range. The budgeted and spending amounts will be broken down by month.

Create or update a budget for a specific category and month

Remove a budget for a specific category and month

Get a list of all manually-managed assets associated with the user

Create a new manually-managed asset

Update an existing manually-managed asset

Get a list of all Plaid accounts associated with the user

Trigger a fetch of latest data from Plaid (Experimental). Note that fetching may take up to 5 minutes.

Get a list of all cryptocurrency assets associated with the user

Update a manually-managed cryptocurrency asset balance