Lever MCP Server
Connects to a Supabase project containing financial planning data, enabling users to fetch financial plans and manage events by adding, removing, or updating specific event parameters.
This server does not currently have a deployable release on Glama. Follow the repository's setup instructions to install and configure it for your MCP client, including any required credentials and local dependencies.
Lever MCP Server
An MCP (Model Context Protocol) server for Lever — a financial planning app. Connects Claude to a user's financial plan via a token in the server URL.
Prerequisites
Node.js 20+
A Supabase project with the Lever schema
cloudflaredinstalled (see below)
Related MCP server: Yodlee MCP Server
Setup
1. Clone and install
git clone <repo-url>
cd lever-mcp
npm install2. Configure environment
cp .env.example .envEdit .env and fill in your values:
SUPABASE_URL=https://your-project.supabase.co
SUPABASE_ANON_KEY=your-anon-key-here
PORT=3000Use the anon/public key from Supabase (Settings → API), not the service_role key.
3. Install cloudflared
curl -fsSL https://github.com/cloudflare/cloudflared/releases/latest/download/cloudflared-linux-amd64 \
-o ~/cloudflared && chmod +x ~/cloudflaredTo make it available system-wide:
sudo mv ~/cloudflared /usr/local/bin/cloudflaredIf you only moved it to~/cloudflared, update thetunnelscript inpackage.jsonto use~/cloudflaredinstead ofcloudflared.
Running
Open two terminals in the project directory.
Terminal 1 — start the MCP server:
npm startTerminal 2 — start the Cloudflare tunnel:
npm run tunnelThe tunnel output will include a public URL like:
https://some-words-here.trycloudflare.comThis URL changes every time you restart the tunnel. For a permanent URL, set up a named Cloudflare Tunnel with a free Cloudflare account.
Connecting to Claude
Once both are running, add the MCP server to Claude using your tunnel URL and the user's UUID token:
https://some-words-here.trycloudflare.com/mcp?token=<user-uuid>The token is the user's id from either the anonymous_users or auth.users table in Supabase.
In Claude.ai (Settings → Connectors → Add):
Type: Remote MCP
URL: the full URL above with your token
Available Tools
Tool | Description |
| Fetches the user's most recent financial plan |
| Lists supported event types or returns the parameter spec for a specific type |
| Adds, removes, or updates an event in the user's plan |
update_plan operations
op: "add_event" — add a new event (use get_event_schema first to get parameter spec)
op: "remove_event" — remove an event by its id
op: "update_field" — change a single parameter value on an existing eventTool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
This server cannot be deployed
Maintenance
Related MCP Connectors
Personal finance, bank account, and shared memory connector for Claude, ChatGPT, Gemini Spark & more
Read-only access to your own bank, card and brokerage accounts for Claude, ChatGPT and other AI agents: balances, transactions, spending, subscriptions, cashflow and investment holdings. It can never move money.
Ask your AI about your own accounts, debts, budgets and goals. OAuth sign-in, read-only by default.
Connect AI agents to bank accounts, transactions, balances, and investments.
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