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Lunchmoney MCP Server

by MCP-Mirror / leafeye

A Model Context Protocol (MCP) server that allows interaction with Lunchmoney transactions and budgets through Claude and other AI assistants. It provides tools to view transactions, search transactions, analyze spending, and get budget summaries.

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What is Lunchmoney MCP Server?

Lunchmoney MCP Server is a Model Context Protocol server that connects to your Lunchmoney account, allowing you to query and analyze your financial data using natural language through AI assistants like Claude. It acts as a bridge between your Lunchmoney data and AI models, providing a standardized way to access and utilize your financial information.

How to use Lunchmoney MCP Server?

The server can be installed via Smithery or configured directly in Claude Desktop by specifying the command to run the server and setting the LUNCHMONEY_TOKEN environment variable with your Lunchmoney API token. Once configured, you can ask questions about your transactions and budgets in natural language.

Key features of Lunchmoney MCP Server

  • get-recent-transactions: View recent transactions from the past N days

  • search-transactions: Search transactions by keyword in payee names or notes

  • get-category-spending: Analyze spending in specific categories

  • get-budget-summary: Get detailed budget information including spending, remaining amounts, and recurring items

Use cases of Lunchmoney MCP Server

  • Quickly find specific transactions by keyword or date range.

  • Analyze spending habits across different categories.

  • Get a summary of your budget status and identify areas where you're overspending.

  • Integrate Lunchmoney data into AI-powered workflows and automations.

FAQ from Lunchmoney MCP Server

What is MCP?

The Model Context Protocol (MCP) is an open protocol that standardizes how applications provide context to Large Language Models (LLMs).

How do I get my Lunchmoney API token?

You can get your Lunchmoney API token from your Lunchmoney developer settings.

What date format should I use for budget queries?

Budget data must use month boundaries for dates (e.g., 2024-01-01 to 2024-01-31).

Can I search transactions by date range?

Yes, transactions can use any date range.

What currency are monetary values returned in?

All monetary values are returned in their original currency.