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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

Category

AI & Agents

Transports

stdio

Publisher

akutishevsky

Submitted by

Anton Kutishevsky

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

29

Get 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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