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lapin7771n

Wallet BudgetBakers MCP

by lapin7771n

Wallet by BudgetBakers — MCP Server

Read-only MCP server for accessing Wallet by BudgetBakers financial data from Claude.

Prerequisites

Related MCP server: mmex-mcp

Setup

1. Set your API token

export WALLET_API_TOKEN=your_token_here

The project includes .mcp.json — Claude Code auto-discovers the server. Just open the project directory:

cd wallet-bb-mcp
claude
# /mcp should show "wallet-bb" connected

3. Claude Desktop / Cowork

  1. Open Claude DesktopSettings (gear icon) → DeveloperEdit Config

  2. This opens claude_desktop_config.json in your editor. Add the mcpServers block:

{
  "mcpServers": {
    "wallet-bb": {
      "command": "/Users/YOUR_USERNAME/.local/bin/uv",
      "args": ["--directory", "/path/to/wallet-bb-mcp", "run", "server.py"],
      "env": {
        "WALLET_API_TOKEN": "your_token_here"
      }
    }
  }
}
  1. Replace the values:

    • command — full path to uv (run which uv in terminal to get it)

    • --directory argument — full path to this project

    • WALLET_API_TOKEN — your actual token (env var interpolation doesn't work here)

  2. Save the file and restart Claude Desktop

  3. You should see an MCP tools indicator (hammer icon) in the chat input area

4. Claude.ai Connector (remote)

The server can be deployed to Google Cloud Run and used as a remote MCP connector:

  1. Go to claude.ai → Profile → SettingsIntegrations

  2. Click Add custom integration

  3. Enter the server URL: https://<your-cloud-run-service-url>/mcp

  4. No authentication required — the Wallet API token is stored server-side

Cloud Run Deployment

The server supports both local (stdio) and remote (HTTP) transport. Cloud Run deployment is automated via GitHub Actions.

How it works

  • Push to main triggers .github/workflows/deploy.yml

  • Cloud Build builds the Docker image from Dockerfile

  • Cloud Run deploys the new revision to europe-central2

  • Auth is handled via Workload Identity Federation (keyless)

Manual deployment

gcloud run deploy wallet-bb-mcp \
  --source . \
  --region europe-central2 \
  --project wallet-bb-mcp \
  --allow-unauthenticated \
  --set-env-vars "WALLET_API_TOKEN=your_token" \
  --port 8080

Local HTTP mode

MCP_TRANSPORT=streamable-http WALLET_API_TOKEN=your_token uv run server.py
# Health check: curl http://localhost:8080/health
# MCP endpoint: http://localhost:8080/mcp

Available Tools

Tool

Description

get_accounts

List financial accounts (bank, cash, cards). Start here.

get_records

Get transactions for an account (requires account ID)

get_records_by_id

Get specific records by IDs (max 30)

get_categories

List spending/income categories

get_budgets

List budgets with limits and spent amounts

get_goals

List savings goals with progress

get_labels

List custom labels/tags

get_standing_orders

List recurring payments

get_record_rules

List auto-categorization rules

get_api_usage

Check API usage quota

Filter Syntax

All text fields support filter prefixes:

Prefix

Example

Meaning

eq.

eq.Groceries

Exact match

contains.

contains.bank

Contains (case-sensitive)

contains-i.

contains-i.amazon

Contains (case-insensitive)

Range filters for dates, amounts, and timestamps:

Prefix

Example

Meaning

gte.

gte.2025-01-01

Greater than or equal

lte.

lte.2025-12-31

Less than or equal

Combined

gte.100,lte.500

Between 100 and 500

Rate Limits

  • 500 requests per hour

  • Use get_api_usage() to check remaining quota

  • Server returns structured error with Retry-After on HTTP 429

A
license - permissive license
-
quality - not tested
D
maintenance

Maintenance

Maintainers
Response time
Release cycle
Releases (12mo)
Commit activity

Resources

Unclaimed servers have limited discoverability.

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If you are the server author, to access and configure the admin panel.

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