mcp-upbank
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., "@mcp-upbankShow me my transactions from last week"
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.
MCP-Upbank
A Model Context Protocol server implementation for accessing the Up Bank API
The goal is to test the Up Bank API to see if we can find some use for it in daily LLM usage. Some ideas:
Get a list of transactions for the day and add to your daily journaling
Compare your spending habits across months
Get Navishkar (the author of this repo) a job so he can make the kind of money that allows him to finally afford his own home in Melbourne
Note: The API does not allow mutations so there's no risk of you accidentally deleting your bank account or sending money to a Nigerian prince.
Related MCP server: OpenCoffer
How it works.
Follow Up Bank's own Getting Started guide. You'll want to create a Personal Access Token.
MCP Server's remain a pain to install. I'm going to link to each client's instructions (or the ones I use anyway)
The easiest is via Smithery.ai which gives you the exact config to include in your client.
Your Personal Access Token is Personal. Do not share with others, including adding it inside the Smithery interface. Just paste some random values to see how the config will look.
How its built
I use the openapi spec found on Github to generate zod schemas and types using Orval.
Unfortunately, the api uses opaque cursors which means I can't simply use the outputs generated from Orval.
This is why, for the moment, I'm manually copying some files across and generating a pagination handler myself.
What's next
Fix/Enhance Orval's generator to make this a better experience. Or maybe I just need to read their docs better.
Create prompts that provide instructions on analyzing ingested data.
Distribute executables with Homebrew, Chocolatey, apt etc.
Resolve the additional endpoints that aren't needed e.g. patch, post, delete on resources
Resources:
This server cannot be deployed
Maintenance
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Related MCP Servers
- AlicenseAqualityDmaintenanceEnables integration with Up Banking API to query account balances, transaction history, and spending categories. Supports filtering transactions by date, category, tags, and account type for comprehensive banking insights.710MIT
- AlicenseNot gradedqualityDmaintenanceEnables querying personal finance data including accounts, transactions, spending, holdings, net worth, and budgets from your self-hosted OpenCoffer instance. Supports natural language queries through any MCP-compatible client.17MIT
- AlicenseAqualityBmaintenanceEnables parsing and filtering of mBank CSV operation exports locally. Supports data aggregation and querying through natural language, running entirely offline with no network calls.31MIT
- FlicenseNot gradedqualityCmaintenanceEnables MCP clients to interact with Up Bank accounts and transactions, including reading balances, summarizing spending, and categorizing or tagging transactions.-