Up Banking MCP Server

Instructions

Implementation Reference

• src/index.ts:304-318 (registration)

  Tool registration in TOOLS array, defining name, description, and input schema (transactionId required) for 'up_get_transaction'

  {
    name: "up_get_transaction",
    description:
      "Get detailed information about a specific transaction by ID, including amount, description, category, and related account.",
    inputSchema: {
      type: "object",
      properties: {
        transactionId: {
          type: "string",
          description: "The unique identifier for the transaction",
        },
      },
      required: ["transactionId"],
    },
  },

• src/index.ts:447-458 (handler)

  Handler implementation in the CallToolRequestSchema switch statement: extracts transactionId from arguments, calls client.getTransaction, and returns JSON stringified result

  case "up_get_transaction": {
    const args = request.params.arguments as { transactionId: string };
    const result = await client.getTransaction(args.transactionId);
    return {
      content: [
        {
          type: "text",
          text: JSON.stringify(result, null, 2),
        },
      ],
    };
  }

• src/index.ts:189-193 (helper)

  UpApiClient.getTransaction helper method: makes API request to fetch specific transaction by ID using makeRequest

  async getTransaction(
    transactionId: string
  ): Promise<{ data: TransactionResource }> {
    return this.makeRequest(`/transactions/${transactionId}`);
  }

• src/index.ts:44-73 (schema)

  TypeScript interface defining the structure of a TransactionResource returned by the Up API

  interface TransactionResource {
    type: "transactions";
    id: string;
    attributes: {
      status: "HELD" | "SETTLED";
      rawText: string | null;
      description: string;
      message: string | null;
      isCategorizable: boolean;
      amount: MoneyObject;
      foreignAmount: MoneyObject | null;
      settledAt: string | null;
      createdAt: string;
      transactionType: string | null;
    };
    relationships: {
      account: {
        data: {
          type: "accounts";
          id: string;
        };
      };
      category: {
        data: {
          type: "categories";
          id: string;
        } | null;
      };
    };
  }