Up Bank

by edkranz

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About

Bridges to the Up Bank API for analyzing personal banking data, including accounts, transactions, categories, and tags for financial insights and spending pattern analysis.

Details

Author: edkranz
Repository: edkranz/up-mcp
GitHub stars: 1
License: MIT License
Categories: Design, Developer Tools, AI, Project Management, API, Frontend
Tags: #integration

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below
Plugin Name Up Bank

Command (node, npx, python, etc.) /ABSOLUTE/PATH/TO/uv
Arguments
- Argument 1 --directory
- Argument 2 /ABSOLUTE/PATH/TO/up-mcp
- Argument 3 run
- Argument 4 up_mcp.py
Environment
- UP_TOKEN up:yeah:your-token-here
Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

JSON

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

From the repository

1. First, install uv by running:

   curl -LsSf https://astral.sh/uv/install.sh | sh

Make sure to restart your terminal after installing uv.

2. Clone this repository and navigate to it:

   git clone <repository-url>
   cd up-mcp

3. Create and activate a virtual environment:

   uv venv
   source .venv/bin/activate  # On Windows, use: .venv\Scripts\activate

4. Install dependencies:

   uv pip install -r requirements.txt

The server provides the following tools:
- Account management (get accounts, get specific account)
- Transaction management (get transactions, get specific transaction)
- Category management (get categories, categorize transactions)
- Tag management (get tags, add/remove tags from transactions)
- Webhook management (create, delete, ping webhooks)

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "up bank": {
            "env": {
                "UP_TOKEN": "up:yeah:your-token-here"
            },
            "args": [
                "--directory",
                "/ABSOLUTE/PATH/TO/up-mcp",
                "run",
                "up_mcp.py"
            ],
            "command": "/ABSOLUTE/PATH/TO/uv"
        }
    }
}

Linux

{
    "env": {
        "UP_TOKEN": "up:yeah:your-token-here"
    },
    "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/up-mcp",
        "run",
        "up_mcp.py"
    ],
    "command": "/ABSOLUTE/PATH/TO/uv"
}

Macos

{
    "env": {
        "UP_TOKEN": "up:yeah:your-token-here"
    },
    "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/up-mcp",
        "run",
        "up_mcp.py"
    ],
    "command": "/ABSOLUTE/PATH/TO/uv"
}

Windows

{
    "env": {
        "UP_TOKEN": "up:yeah:your-token-here"
    },
    "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/up-mcp",
        "run",
        "up_mcp.py"
    ],
    "command": "/ABSOLUTE/PATH/TO/uv"
}

Up Bank MCP Server

MCP wrapper of the Python Up Bank API Wrapper up-bank-api (credit to @jcwillox) (it's wrappers all the way down)

Made for Claude, by Claude (lol)

This is a Model Context Protocol (MCP) server that provides tools for interacting with the Up Bank API. It allows you to manage accounts, transactions, categories, tags, and webhooks through MCP-enabled clients like Claude for Desktop.

Feel free to contribute if you want to better optimise it for LLM, etc. However it's fine as is. I just wanted to learn how to make an MCP server.

Now Claude can roast me for my transaction history, what else is it good for?

Claude roasting me
Figure: Too much takeout I guess

Prerequisites

- Python 3.10 or higher
- Up Bank API token
- uv package manager

Installation

1. First, install uv by running:

   curl -LsSf https://astral.sh/uv/install.sh | sh

Make sure to restart your terminal after installing uv.

2. Clone this repository and navigate to it:

   git clone <repository-url>
   cd up-mcp

3. Create and activate a virtual environment:

   uv venv
   source .venv/bin/activate  # On Windows, use: .venv\Scripts\activate

4. Install dependencies:

   uv pip install -r requirements.txt

Using with Claude for Desktop or other MCP-enabled clients

1. Open your Claude (or other MCP-enabled) configuration file:
- macOS/Linux: ~/Library/Application Support/Claude/claude_desktop_config.json
- Windows: %AppData%\Claude\claude_desktop_config.json

2. Add the server configuration:

{
  "mcpServers": {
    "up-mcp": {
      "command": "/ABSOLUTE/PATH/TO/uv",
      "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/up-mcp",
        "run",
        "up_mcp.py"
      ],
      "env": {
        "UP_TOKEN": "up:yeah:your-token-here"
      }
    }
  }
}

Replace /ABSOLUTE/PATH/TO/uv with the absolute path to your uv executable.
Replace /ABSOLUTE/PATH/TO/up-mcp with the absolute path to your project directory.
Replace up:yeah:your-token-here with your Up Bank API token.

Get your Up Bank API token from the Up Bank website (https://api.up.com.au/).

3. Restart Claude for Desktop.

Available Tools

Testing

You can test the server using the included test.py script:

python test.py

This will run through basic functionality tests including account retrieval and transaction listing.

Troubleshooting

If you encounter issues:

1. Verify your UP_TOKEN environment variable is set correctly
2. Check that all dependencies are installed correctly
3. Ensure you're using Python 3.10 or higher
4. Check Claude's logs for MCP-related issues

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Details

Jump to

Setting up with Highlight

From the repository

Claude Desktop / Cursor

Linux

Macos

Windows

Up Bank MCP Server

Prerequisites

Installation

Using with Claude for Desktop or other MCP-enabled clients

Available Tools

Testing

Troubleshooting

Install

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