Lunch Money
@akutishevsky
About Lunch Money
Connect Claude to your Lunch Money personal finance data for conversational money management. Ask natural language questions about spending, manage budgets and categories, create transactions, and get financial insights through chat. Supports full CRUD operations including transa
Basic information
Config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"lunchmoney": {
"command": "npx",
"args": [
"@akutishevsky/lunchmoney-mcp"
],
"env": {
"LUNCHMONEY_API_TOKEN": "your-api-token-here"
}
}
}
}Tools
29Get details on the current user
Get a flattened list of all categories in alphabetical order associated with the user's account.
Get hydrated details on a single category. Note that if this category is part of a category group, its properties (is_income, exclude_from_budget, exclude_from_totals) will inherit from the category group.
Create a single category.
Create a single category group.
Update the properties for a single category or category group.
Add categories (either existing or new) to a single category group.
Delete a single category or category group. This will only work if there are no dependencies, such as existing budgets for the category, categorized transactions, categorized recurring items, etc. If there are dependents, this endpoint will return what the dependents are and how many there are.
Delete a single category or category group and along with it, disassociate the category from any transactions, recurring items, budgets, etc. Note: it is best practice to first try the Delete Category endpoint to ensure you don't accidentally delete any data. Disassociation/deletion of the data arising from this endpoint is irreversible!
Get a list of all tags associated with the user's account.
Retrieve transactions within a date range with optional filters
Get details of a specific transaction
Insert one or more transactions
Update an existing transaction
Remove one or more transactions from a split
Get details of a transaction group
Create a transaction group
Delete a transaction group or a single transaction.
Retrieve a list of recurring items to expect for a specified month
Get budget summary for a specific date range. The budgeted and spending amounts will be broken down by month.
Create or update a budget for a specific category and month
Remove a budget for a specific category and month
Get a list of all manually-managed assets associated with the user
Create a new manually-managed asset
Update an existing manually-managed asset
Get a list of all Plaid accounts associated with the user
Trigger a fetch of latest data from Plaid (Experimental). Note that fetching may take up to 5 minutes.
Get a list of all cryptocurrency assets associated with the user
Update a manually-managed cryptocurrency asset balance
Overview
What is Lunch Money?
Lunch Money is a personal finance AI assistant that enables natural language conversations through Claude to manage finances. It integrates with the Lunch Money API and is built for personal finance enthusiasts who want AI-powered insights into spending and budgeting.
How to use Lunch Money?
Install the server by running npx @akutishevsky/lunchmoney-mcp. You need a Lunch Money account with API access and a compatible MCP client such as Claude Desktop.
Key features of Lunch Money?
- Transaction management: query, create, and update transactions
- Budget operations: monitor and create budget categories
- Category management with AI-powered categorization
- Asset tracking for manually-tracked and cryptocurrency holdings
- Recurring items: subscription and expense management
- Natural language queries for spending insights
Use cases of Lunch Money?
- Get instant spending insights like "How much did I spend on coffee this month?"
- Budget planning: "Create a $500 monthly budget for entertainment"
- Expense tracking: "Add a $45 grocery transaction from yesterday"
- Financial analysis: "Compare my Q1 vs Q2 spending by category"
FAQ from Lunch Money
What do I need to use Lunch Money MCP Server?
A Lunch Money account with API access and a compatible MCP client such as Claude Desktop.
How do I install Lunch Money MCP Server?
Run the command npx @akutishevsky/lunchmoney-mcp in your terminal.
Where can I find the source code for Lunch Money MCP Server?
The repository is at https://github.com/akutishevsky/lunchmoney-mcp.
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