LunchMoney MCP Server

Instructions

Implementation Reference

• src/tools/budgets.ts:90-133 (handler)

  The handler function for the 'upsert_budget' tool. It constructs a request body with the budget details and sends a PUT request to the Lunch Money API endpoint `/budgets` to create or update the budget. Returns the API response or an error message.

  async ({ input }) => {
      const { baseUrl, lunchmoneyApiToken } = getConfig();
  
      const body: any = {
          start_date: input.start_date,
          category_id: input.category_id,
          amount: input.amount,
      };
  
      if (input.currency) {
          body.currency = input.currency;
      }
  
      const response = await fetch(`${baseUrl}/budgets`, {
          method: "PUT",
          headers: {
              Authorization: `Bearer ${lunchmoneyApiToken}`,
              "Content-Type": "application/json",
          },
          body: JSON.stringify(body),
      });
  
      if (!response.ok) {
          return {
              content: [
                  {
                      type: "text",
                      text: `Failed to upsert budget: ${response.statusText}`,
                  },
              ],
          };
      }
  
      const result = await response.json();
  
      return {
          content: [
              {
                  type: "text",
                  text: JSON.stringify(result),
              },
          ],
      };
  }

• src/tools/budgets.ts:76-88 (schema)

  Zod schema defining the input parameters for the 'upsert_budget' tool: start_date (string), category_id (number), amount (number), and optional currency (string).

  input: z.object({
      start_date: z
          .string()
          .describe("Budget month start date in YYYY-MM-DD format"),
      category_id: z.number().describe("Category ID for the budget"),
      amount: z.number().describe("Budget amount"),
      currency: z
          .string()
          .optional()
          .describe(
              "Currency for budget (defaults to primary currency)"
          ),
  }),

• src/tools/budgets.ts:72-134 (registration)

  Registration of the 'upsert_budget' tool using server.tool(), including name, description, input schema, and handler function.

  server.tool(
      "upsert_budget",
      "Create or update a budget for a specific category and month",
      {
          input: z.object({
              start_date: z
                  .string()
                  .describe("Budget month start date in YYYY-MM-DD format"),
              category_id: z.number().describe("Category ID for the budget"),
              amount: z.number().describe("Budget amount"),
              currency: z
                  .string()
                  .optional()
                  .describe(
                      "Currency for budget (defaults to primary currency)"
                  ),
          }),
      },
      async ({ input }) => {
          const { baseUrl, lunchmoneyApiToken } = getConfig();
  
          const body: any = {
              start_date: input.start_date,
              category_id: input.category_id,
              amount: input.amount,
          };
  
          if (input.currency) {
              body.currency = input.currency;
          }
  
          const response = await fetch(`${baseUrl}/budgets`, {
              method: "PUT",
              headers: {
                  Authorization: `Bearer ${lunchmoneyApiToken}`,
                  "Content-Type": "application/json",
              },
              body: JSON.stringify(body),
          });
  
          if (!response.ok) {
              return {
                  content: [
                      {
                          type: "text",
                          text: `Failed to upsert budget: ${response.statusText}`,
                      },
                  ],
              };
          }
  
          const result = await response.json();
  
          return {
              content: [
                  {
                      type: "text",
                      text: JSON.stringify(result),
                  },
              ],
          };
      }
  );