create_asset
Add manually-managed assets like cash, investments, or loans to your LunchMoney financial tracking with current balances and categorization.
Instructions
Create a new manually-managed asset
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| input | Yes |
Implementation Reference
- src/tools/assets.ts:100-147 (handler)Handler that executes the tool by sending POST /assets to Lunchmoney API with input params as body.
async ({ input }) => { const { baseUrl, lunchmoneyApiToken } = getConfig(); const body: any = { type_name: input.type_name, name: input.name, balance: input.balance.toString(), }; if (input.subtype_name) body.subtype_name = input.subtype_name; if (input.display_name) body.display_name = input.display_name; if (input.balance_as_of) body.balance_as_of = input.balance_as_of; if (input.currency) body.currency = input.currency; if (input.institution_name) body.institution_name = input.institution_name; if (input.closed_on) body.closed_on = input.closed_on; if (input.exclude_transactions !== undefined) body.exclude_transactions = input.exclude_transactions; const response = await fetch(`${baseUrl}/assets`, { method: "POST", headers: { Authorization: `Bearer ${lunchmoneyApiToken}`, "Content-Type": "application/json", }, body: JSON.stringify(body), }); if (!response.ok) { return { content: [ { type: "text", text: `Failed to create asset: ${response.statusText}`, }, ], }; } const result = await response.json(); return { content: [ { type: "text", text: JSON.stringify(result), }, ], }; } - src/tools/assets.ts:49-98 (schema)Input schema using Zod for validating parameters required to create an asset.
input: z.object({ type_name: z .enum([ "cash", "credit", "investment", "real estate", "loan", "vehicle", "cryptocurrency", "employee compensation", "other liability", "other asset", ]) .describe("Primary type of the asset"), subtype_name: z .string() .optional() .describe("Optional subtype (e.g., retirement, checking, savings)"), name: z .string() .describe("Name of the asset"), display_name: z .string() .optional() .describe("Display name of the asset (defaults to name)"), balance: z .number() .describe("Current balance of the asset"), balance_as_of: z .string() .optional() .describe("Date/time the balance is as of in ISO 8601 format"), currency: z .string() .optional() .describe("Three-letter currency code (defaults to primary currency)"), institution_name: z .string() .optional() .describe("Name of the institution holding the asset"), closed_on: z .string() .optional() .describe("Date the asset was closed in YYYY-MM-DD format"), exclude_transactions: z .boolean() .optional() .describe("Whether to exclude this asset from transaction options"), }), - src/tools/assets.ts:45-148 (registration)MCP server.tool call that registers the 'create_asset' tool with name, description, schema, and handler function.
server.tool( "create_asset", "Create a new manually-managed asset", { input: z.object({ type_name: z .enum([ "cash", "credit", "investment", "real estate", "loan", "vehicle", "cryptocurrency", "employee compensation", "other liability", "other asset", ]) .describe("Primary type of the asset"), subtype_name: z .string() .optional() .describe("Optional subtype (e.g., retirement, checking, savings)"), name: z .string() .describe("Name of the asset"), display_name: z .string() .optional() .describe("Display name of the asset (defaults to name)"), balance: z .number() .describe("Current balance of the asset"), balance_as_of: z .string() .optional() .describe("Date/time the balance is as of in ISO 8601 format"), currency: z .string() .optional() .describe("Three-letter currency code (defaults to primary currency)"), institution_name: z .string() .optional() .describe("Name of the institution holding the asset"), closed_on: z .string() .optional() .describe("Date the asset was closed in YYYY-MM-DD format"), exclude_transactions: z .boolean() .optional() .describe("Whether to exclude this asset from transaction options"), }), }, async ({ input }) => { const { baseUrl, lunchmoneyApiToken } = getConfig(); const body: any = { type_name: input.type_name, name: input.name, balance: input.balance.toString(), }; if (input.subtype_name) body.subtype_name = input.subtype_name; if (input.display_name) body.display_name = input.display_name; if (input.balance_as_of) body.balance_as_of = input.balance_as_of; if (input.currency) body.currency = input.currency; if (input.institution_name) body.institution_name = input.institution_name; if (input.closed_on) body.closed_on = input.closed_on; if (input.exclude_transactions !== undefined) body.exclude_transactions = input.exclude_transactions; const response = await fetch(`${baseUrl}/assets`, { method: "POST", headers: { Authorization: `Bearer ${lunchmoneyApiToken}`, "Content-Type": "application/json", }, body: JSON.stringify(body), }); if (!response.ok) { return { content: [ { type: "text", text: `Failed to create asset: ${response.statusText}`, }, ], }; } const result = await response.json(); return { content: [ { type: "text", text: JSON.stringify(result), }, ], }; } ); - src/index.ts:29-29 (registration)Invocation of registerAssetTools in the main server setup, which includes registration of create_asset.
registerAssetTools(server);