Up Bank MCP Server

MCP wrapper of the Python Up Bank API Wrapper up-bank-api (credit to @jcwillox) (it's wrappers all the way down)

Made for Claude, by Claude (lol)

This is a Model Context Protocol (MCP) server that provides tools for interacting with the Up Bank API. It allows you to manage accounts, transactions, categories, tags, and webhooks through MCP-enabled clients like Claude for Desktop.

Feel free to contribute if you want to better optimise it for LLM, etc. However it's fine as is. I just wanted to learn how to make an MCP server.

Now Claude can roast me for my transaction history, what else is it good for?

Figure: Too much takeout I guess

Prerequisites

• Python 3.10 or higher

• Up Bank API token

• uv package manager

Related MCP server: Ledger MCP Server

Installation

1. First, install uv by running:

   curl -LsSf https://astral.sh/uv/install.sh | sh

   Make sure to restart your terminal after installing uv.

2. Clone this repository and navigate to it:

   git clone <repository-url>
   cd up-mcp

3. Create and activate a virtual environment:

   uv venv
   source .venv/bin/activate  # On Windows, use: .venv\Scripts\activate

4. Install dependencies:

   uv pip install -r requirements.txt

Using with Claude for Desktop or other MCP-enabled clients

1. Open your Claude (or other MCP-enabled) configuration file:

   • macOS/Linux: ~/Library/Application Support/Claude/claude_desktop_config.json

   • Windows: %AppData%\Claude\claude_desktop_config.json

2. Add the server configuration:

{
  "mcpServers": {
    "up-mcp": {
      "command": "/ABSOLUTE/PATH/TO/uv",
      "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/up-mcp",
        "run",
        "up_mcp.py"
      ],
      "env": {
        "UP_TOKEN": "up:yeah:your-token-here"
      }
    }
  }
}

Replace /ABSOLUTE/PATH/TO/uv with the absolute path to your uv executable. Replace /ABSOLUTE/PATH/TO/up-mcp with the absolute path to your project directory. Replace up:yeah:your-token-here with your Up Bank API token.

Get your Up Bank API token from the Up Bank website (https://api.up.com.au/).

3. Restart Claude for Desktop.

Available Tools

The server provides the following tools:

• Account management (get accounts, get specific account)

• Transaction management (get transactions, get specific transaction)

• Category management (get categories, categorize transactions)

• Tag management (get tags, add/remove tags from transactions)

• Webhook management (create, delete, ping webhooks)

Testing

You can test the server using the included test.py script:

python test.py

This will run through basic functionality tests including account retrieval and transaction listing.

Troubleshooting

If you encounter issues:

1. Verify your UP_TOKEN environment variable is set correctly

2. Check that all dependencies are installed correctly

3. Ensure you're using Python 3.10 or higher

4. Check Claude's logs for MCP-related issues