Content
# lunchmoney-mcp-v2
MCP server for the [Lunch Money](https://lunchmoney.app) API v2. First MCP server built on the v2 API.
## Features
- **14 tools** covering read, CRUD, and advanced operations
- **Hydrated responses**: category, tag, and account names instead of raw IDs
- **Smart caching**: categories, tags, and accounts cached at startup, auto-refreshed after mutations
- **Type-safe**: generated from the official OpenAPI spec via `openapi-typescript`
## Setup
### Claude Desktop
Add to `~/Library/Application Support/Claude/claude_desktop_config.json`:
```json
{
"mcpServers": {
"lunchmoney": {
"command": "npx",
"args": ["lunchmoney-mcp-v2"],
"env": {
"LUNCHMONEY_TOKEN": "your-api-token-here"
}
}
}
}
```
### Claude Code
Add to `.mcp.json` in your project or `~/.claude/mcp.json` globally:
```json
{
"mcpServers": {
"lunchmoney": {
"command": "npx",
"args": ["lunchmoney-mcp-v2"],
"env": {
"LUNCHMONEY_TOKEN": "your-api-token-here"
}
}
}
}
```
Get your API token from [Lunch Money Developer settings](https://my.lunchmoney.app/developers).
## Tools
### Read
| Tool | Description |
|---|---|
| `get_user` | Account info (name, email, currency) |
| `list_transactions` | List/search transactions with filters, or look up by ID |
| `list_categories` | All categories (nested or flat view) |
| `list_tags` | All tags |
| `get_accounts` | Manual + synced accounts with balances |
| `get_summary` | Budget summary with income/spending/per-category breakdown |
| `get_recurring` | Recurring items (subscriptions, bills, income) |
### CRUD
| Tool | Actions | Description |
|---|---|---|
| `manage_transaction` | create, update, delete | Single transaction operations |
| `manage_category` | create, update, delete | Category management (force delete with dependency info) |
| `manage_tag` | create, update, delete | Tag management (force delete with dependency info) |
| `manage_account` | create, update, delete | Manual account management (Plaid accounts are read-only) |
### Advanced
| Tool | Actions | Description |
|---|---|---|
| `bulk_update_transactions` | — | Batch update up to 500 transactions at once |
| `split_transaction` | split, unsplit | Split a transaction into parts or restore the original |
| `group_transactions` | group, ungroup | Combine transactions into a group or restore originals |
## Example prompts
Once connected, just ask your LLM naturally:
**Reviewing & organizing**
- "Show me all unreviewed transactions from this month"
- "Categorize all my Amazon transactions as Shopping"
- "What did I spend on groceries last week?"
- "Mark these 5 transactions as reviewed"
**Budget overview**
- "Give me a spending summary for January"
- "What are my recurring expenses?"
- "How much do I have in each account?"
**Managing transactions**
- "Add a $45 transaction for dinner at Nobu yesterday"
- "Split that $120 Costco transaction into $80 groceries and $40 household"
- "Group these three Uber transactions into one"
- "Delete the duplicate transaction I just created"
**Organizing**
- "Create a new category called Side Projects"
- "Tag these transactions with travel"
- "Show me all my categories with their IDs"
- "Rename the Dining Out category to Restaurants"
## Development
```bash
npm install
npm run build
npm start
```
Regenerate types from the OpenAPI spec:
```bash
npm run generate:types
```
## Architecture
```
src/
index.ts Entry point — registers tools, initializes cache
client.ts openapi-fetch client + error handling
cache.ts In-memory cache for categories, tags, accounts
format.ts Text formatters for all response types
types.ts Generated from @lunch-money/v2-api-spec
tools/
user.ts get_user
transactions.ts list_transactions, manage_transaction, bulk_update, split, group
categories.ts list_categories, manage_category
tags.ts list_tags, manage_tag
accounts.ts get_accounts, manage_account
summary.ts get_summary
recurring.ts get_recurring
```
## License
MIT
