Lunchmoney MCP Server
About
A Model Context Protocol (MCP) server that lets you interact with your Lunchmoney transactions and budgets through Claude and other AI assistants.
Details
- Author
- MCP-Mirror
- Downloads
- 243
- Categories
- Other
Jump to
- View recent transactions from the past N days
- Search transactions by keyword in payee names or notes
- Analyze spending in specific categories
- Get detailed budget summaries with spending and remaining amounts
- Recurring budget items are included in reports
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
Lunchmoney MCP ServerCommand (node, npx, python, etc.)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
From the repository
Configure it in Claude Desktop via the mcpServers section with your Lunchmoney API token, or install automatically via Smithery. You can then ask questions about recent transactions, search transactions, analyze category spending, and get budget summaries.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"lunchmoney mcp server": {
"leafeye_lunchmoney-mcp-server": {
"command": "npx",
"args": [
"-y",
"@smithery/cli",
"install",
"@leafeye/lunchmoney-mcp-server",
"--client",
"claude"
]
}
}
}
}
McpServers
{
"leafeye_lunchmoney-mcp-server": {
"command": "npx",
"args": [
"-y",
"@smithery/cli",
"install",
"@leafeye/lunchmoney-mcp-server",
"--client",
"claude"
]
}
}
Lunchmoney MCP Server
A Model Context Protocol (MCP) server that lets you interact with your Lunchmoney transactions and budgets through Claude and other AI assistants.
Features
This server provides four main tools:
1. get-recent-transactions: View your recent transactions from the past N days
2. search-transactions: Search transactions by keyword in payee names or notes
3. get-category-spending: Analyze spending in specific categories
4. get-budget-summary: Get detailed budget information including spending, remaining amounts, and recurring items
Installation
Installing via Smithery
To install Lunchmoney MCP Server for Claude Desktop automatically via Smithery:
npx -y @smithery/cli install @leafeye/lunchmoney-mcp-server --client claude
You can use this server directly in Claude Desktop without installation:
{
"mcpServers": {
"lunchmoney": {
"command": "npx",
"args": ["-y", "lunchmoney-mcp-server"],
"env": {
"LUNCHMONEY_TOKEN": "your_token_here"
}
}
}
}
Replace your_token_here with your Lunchmoney API token, which you can get from your Lunchmoney developer settings.
Example Usage
Once configured in Claude Desktop, you can ask questions like:
Transactions
- "Show me my recent transactions from the past week" - "Search for all transactions at Amazon" - "How much did I spend on restaurants last month?" - "Find transactions tagged as business expenses"Budgets
- "Show me my budget summary for this month" - "What's my budget status from January to March 2024?" - "How much of my food budget is remaining?" - "Show me categories where I'm over budget"What is MCP?
The Model Context Protocol (MCP) is an open protocol that standardizes how applications provide context to Large Language Models (LLMs). Think of MCP like a USB-C port for AI applications - it provides a standardized way to connect AI models to different data sources and tools.
Some key benefits of MCP:
- Standardized way to expose data and functionality to LLMs
- Human-in-the-loop security (all actions require user approval)
- Growing ecosystem of pre-built integrations
- Works with multiple AI models and applications
Development
To develop locally:
1. Clone this repository
2. Install dependencies:
npm install
3. Build the TypeScript code:
npm run build
4. Run with your API token:
LUNCHMONEY_TOKEN=your_token_here node build/index.js
5. Test with MCP Inspector:
LUNCHMONEY_TOKEN=your_token_here npx @modelcontextprotocol/inspector node build/index.js
API Notes
- Budget data must use month boundaries for dates (e.g., 2024-01-01 to 2024-01-31)
- Transactions can use any date range
- All monetary values are returned in their original currency
- Category names are case-insensitive when searching
License
MIT
Contributing
Contributions are welcome! Please feel free to submit a Pull Request.
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