RiseUp MCP Server
OfficialThe RiseUp MCP server provides programmatic, read-only access to your RiseUp cashflow and budget data, enabling AI assistants to answer questions about your finances.
Get Budget (get_budget): Retrieve your budget for a specific month (YYYY-MM, current, or previous), including:
Envelope (category) breakdown with planned vs. actual spending
Envelope types: fixed expenses, variable expenses, tracked categories, variable income, and savings goals
Individual transactions per envelope with merchant name, date, billing amount, installment info, and account nickname
Excluded (one-off) transactions marked outside regular cashflow
Get Transactions (get_transactions): Retrieve individual cashflow transactions filtered by:
Cashflow month (
YYYY-MM), exact transaction date (YYYY-MM-DD), or merchant/business name (case-insensitive substring match)Filters combine with AND; at least one date-based filter is required
Each transaction includes merchant name, amount (ILS), income/expense flag, installment details, account nickname, category label, and category type
Key Constraints:
Read-only: No write or modification operations are supported
Authentication required: A RiseUp Personal Access Token (PAT) with
budget:readscope must be configuredCurrency: All monetary values are in Israeli Shekels (ILS)
AI Integration: Designed for use with MCP clients like Claude Desktop and Claude Agent SDK
Provides programmatic read-only access to your own cashflow data from RiseUp, allowing you to query budgets for specific months.
Click on "Install 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., "@RiseUp MCP ServerWhat's my budget for this month?"
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.
@riseup-oss/mcp
Official MCP server for RiseUp — programmatic read-only access to your own cashflow data from Claude Desktop, Base44, the Claude Agent SDK, and other MCP clients.
Status: v0.1. The package returns real data via the RiseUp API.
What you can do with it
Once installed and configured, ask your AI assistant questions like:
"What's my RiseUp budget for this month?"
"Show me my budget for May 2026."
"Compare my budget to last month."
The assistant calls the get_budget tool, which fetches your real cashflow data through RiseUp's Exposed API using a Personal Access Token (PAT) you created.
Related MCP server: actual-mcp-server
Installation
npm install -g @riseup-oss/mcpRequires Node.js 18+.
Setup
1. Create a Personal Access Token
Visit RiseUp's developer tokens page, create a token, pick the budget:read scope, and copy it. It is shown only once.
The token looks like riseup_pat_<32-bytes-base64url>.
2. Configure your MCP client
Claude Desktop
Add to your claude_desktop_config.json (on macOS: ~/Library/Application Support/Claude/claude_desktop_config.json):
{
"mcpServers": {
"riseup": {
"command": "npx",
"args": ["-y", "@riseup-oss/mcp"],
"env": {
"RISEUP_PAT": "riseup_pat_paste_your_token_here"
}
}
}
}Fully quit Claude Desktop (Cmd+Q on macOS) and reopen — closing the window isn't enough. Claude Desktop reads claude_desktop_config.json only at startup, so any change to RISEUP_PAT or other env values needs a full restart to take effect. After restart, the get_budget tool should appear.
Claude Agent SDK
import { Claude } from '@anthropic-ai/claude-agent-sdk';
const claude = new Claude({
mcpServers: {
riseup: {
command: 'npx',
args: ['-y', '@riseup-oss/mcp'],
env: { RISEUP_PAT: process.env.RISEUP_PAT },
},
},
});Environment variables
Variable | Required | Default | Description |
| yes | — | Your |
| no |
| Override for staging / dev environments |
Tools (v0.2)
Tool | Scope | Description |
|
| Get the customer's budget for a given month. Accepts |
|
| Get individual cashflow transactions filtered by |
More tools (get_balances, get_cashflow) coming in future releases.
Documentation
Longer-form docs live in docs/:
Quickstart — first API call in five minutes
Authentication — token format, headers, revocation, the
X-Riseup-Token-Refcorrelation headerRate limits — limits, the
429shape, how to handle itErrors — the full error catalog
Budget reference — the three budget endpoints in detail
Security
The PAT lives only in your local MCP client config — it is never sent to Anthropic or any third party. The MCP server runs on your machine; it only communicates with the RiseUp API and your local MCP client.
The token is read-only. It cannot make changes to your account.
Tokens expire after 30 days by default. Revoke a token any time at
/developer/tokens.Never share your token, paste it into a chat, or commit it to source control.
Development
git clone git@github.com:riseup-oss/mcp.git
cd mcp
npm install
npm run build
npm testLocal smoke tests
examples/smoke-test.mjs drives the built MCP server as a real MCP client (same @modelcontextprotocol/sdk stdio transport Claude Desktop uses), calls get_budget, and prints PII-safe shape signals about the response — useful for verifying the end-to-end pipeline (PAT → RiseUp API → back) without piping an LLM into the loop:
RISEUP_PAT=riseup_pat_... RISEUP_API_BASE=http://127.0.0.1:6040 \
node examples/smoke-test.mjs --date=currentexamples/fetch-budget.mjs is a lower-level alternative that calls the HTTP endpoint directly and dumps the JSON body to stdout for local inspection:
RISEUP_PAT=riseup_pat_... node examples/fetch-budget.mjs 2026-05 > /tmp/budget.jsonBoth default RISEUP_API_BASE to http://127.0.0.1:6040 because Node 18's fetch resolves localhost to ::1 and most servers bind IPv4 only — set explicitly if your local API server is elsewhere.
License
MIT
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
Tools
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