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leafeye

lunchmoney-mcp-v2

by leafeye

lunchmoney-mcp-v2

MCP server for the Lunch Money API v2. First MCP server built on the v2 API.

Features

  • 14 tools covering read, CRUD, and advanced operations

  • Hydrated responses: category, tag, and account names instead of raw IDs

  • Smart caching: categories, tags, and accounts cached at startup, auto-refreshed after mutations

  • Type-safe: generated from the official OpenAPI spec via openapi-typescript

Related MCP server: Lunch Money MCP Server

Setup

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "lunchmoney": {
      "command": "npx",
      "args": ["lunchmoney-mcp-v2"],
      "env": {
        "LUNCHMONEY_TOKEN": "your-api-token-here"
      }
    }
  }
}

Claude Code

Add to .mcp.json in your project or ~/.claude/mcp.json globally:

{
  "mcpServers": {
    "lunchmoney": {
      "command": "npx",
      "args": ["lunchmoney-mcp-v2"],
      "env": {
        "LUNCHMONEY_TOKEN": "your-api-token-here"
      }
    }
  }
}

Get your API token from Lunch Money Developer settings.

Tools

Read

Tool

Description

get_user

Account info (name, email, currency)

list_transactions

List/search transactions with filters, or look up by ID

list_categories

All categories (nested or flat view)

list_tags

All tags

get_accounts

Manual + synced accounts with balances

get_summary

Budget summary with income/spending/per-category breakdown

get_recurring

Recurring items (subscriptions, bills, income)

CRUD

Tool

Actions

Description

manage_transaction

create, update, delete

Single transaction operations

manage_category

create, update, delete

Category management (force delete with dependency info)

manage_tag

create, update, delete

Tag management (force delete with dependency info)

manage_account

create, update, delete

Manual account management (Plaid accounts are read-only)

Advanced

Tool

Actions

Description

bulk_update_transactions

Batch update up to 500 transactions at once

split_transaction

split, unsplit

Split a transaction into parts or restore the original

group_transactions

group, ungroup

Combine transactions into a group or restore originals

Example prompts

Once connected, just ask your LLM naturally:

Reviewing & organizing

  • "Show me all unreviewed transactions from this month"

  • "Categorize all my Amazon transactions as Shopping"

  • "What did I spend on groceries last week?"

  • "Mark these 5 transactions as reviewed"

Budget overview

  • "Give me a spending summary for January"

  • "What are my recurring expenses?"

  • "How much do I have in each account?"

Managing transactions

  • "Add a $45 transaction for dinner at Nobu yesterday"

  • "Split that $120 Costco transaction into $80 groceries and $40 household"

  • "Group these three Uber transactions into one"

  • "Delete the duplicate transaction I just created"

Organizing

  • "Create a new category called Side Projects"

  • "Tag these transactions with travel"

  • "Show me all my categories with their IDs"

  • "Rename the Dining Out category to Restaurants"

Development

npm install
npm run build
npm start

Regenerate types from the OpenAPI spec:

npm run generate:types

Architecture

src/
  index.ts          Entry point — registers tools, initializes cache
  client.ts         openapi-fetch client + error handling
  cache.ts          In-memory cache for categories, tags, accounts
  format.ts         Text formatters for all response types
  types.ts          Generated from @lunch-money/v2-api-spec
  tools/
    user.ts         get_user
    transactions.ts list_transactions, manage_transaction, bulk_update, split, group
    categories.ts   list_categories, manage_category
    tags.ts         list_tags, manage_tag
    accounts.ts     get_accounts, manage_account
    summary.ts      get_summary
    recurring.ts    get_recurring

License

MIT

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.

Looking for Admin?

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

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