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.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Lever MCP Servershow me my current financial plan"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
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: Tiller Money 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 eventThis server cannot be deployed
Maintenance
Related MCP Connectors
- Era ContextOAuthapp.era
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Connects AI agents to live, verified financial data from 18,000+ institutions — ready to reason from
- BankSyncOAuthio.banksync
Connect AI agents to bank accounts, transactions, balances, and investments.
Log, query, and edit expenses, budgets, and accounts in Ledgy from any MCP-compatible AI assistant.
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