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akutishevsky

LunchMoney MCP Server

get_budget_summary

Retrieve monthly budget summaries showing budgeted versus actual spending amounts for specified date ranges to monitor financial performance.

Instructions

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

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
inputYes

Implementation Reference

  • Handler function that fetches the budget summary from the Lunch Money API for the given date range and currency, returns the budgets as JSON or error message.
    async ({ input }) => {
        const { baseUrl, lunchmoneyApiToken } = getConfig();
    
        const params = new URLSearchParams({
            start_date: input.start_date,
            end_date: input.end_date,
        });
    
        if (input.currency) {
            params.append("currency", input.currency);
        }
    
        const response = await fetch(`${baseUrl}/budgets?${params}`, {
            headers: {
                Authorization: `Bearer ${lunchmoneyApiToken}`,
            },
        });
    
        if (!response.ok) {
            return {
                content: [
                    {
                        type: "text",
                        text: `Failed to get budget summary: ${response.statusText}`,
                    },
                ],
            };
        }
    
        const budgets: Budget[] = await response.json();
    
        return {
            content: [
                {
                    type: "text",
                    text: JSON.stringify(budgets),
                },
            ],
        };
    }
  • Input schema using Zod validating start_date, end_date (required, YYYY-MM-DD monthly bounds), and optional currency.
    input: z.object({
        start_date: z
            .string()
            .describe(
                "Start date in YYYY-MM-DD format. Lunch Money currently only supports monthly budgets, so your date should be the start of a month (eg. 2021-04-01)"
            ),
        end_date: z
            .string()
            .describe(
                "End date in YYYY-MM-DD format. Lunch Money currently only supports monthly budgets, so your date should be the end of a month (eg. 2021-04-30)"
            ),
        currency: z
            .string()
            .optional()
            .describe(
                "Currency for budget (defaults to primary currency)"
            ),
    }),
  • Registration of the get_budget_summary tool on the McpServer, specifying name, description, input schema, and inline handler function.
        "get_budget_summary",
        "Get budget summary for a specific date range. The budgeted and spending amounts will be broken down by month.",
        {
            input: z.object({
                start_date: z
                    .string()
                    .describe(
                        "Start date in YYYY-MM-DD format. Lunch Money currently only supports monthly budgets, so your date should be the start of a month (eg. 2021-04-01)"
                    ),
                end_date: z
                    .string()
                    .describe(
                        "End date in YYYY-MM-DD format. Lunch Money currently only supports monthly budgets, so your date should be the end of a month (eg. 2021-04-30)"
                    ),
                currency: z
                    .string()
                    .optional()
                    .describe(
                        "Currency for budget (defaults to primary currency)"
                    ),
            }),
        },
        async ({ input }) => {
            const { baseUrl, lunchmoneyApiToken } = getConfig();
    
            const params = new URLSearchParams({
                start_date: input.start_date,
                end_date: input.end_date,
            });
    
            if (input.currency) {
                params.append("currency", input.currency);
            }
    
            const response = await fetch(`${baseUrl}/budgets?${params}`, {
                headers: {
                    Authorization: `Bearer ${lunchmoneyApiToken}`,
                },
            });
    
            if (!response.ok) {
                return {
                    content: [
                        {
                            type: "text",
                            text: `Failed to get budget summary: ${response.statusText}`,
                        },
                    ],
                };
            }
    
            const budgets: Budget[] = await response.json();
    
            return {
                content: [
                    {
                        type: "text",
                        text: JSON.stringify(budgets),
                    },
                ],
            };
        }
    );

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