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Lunchmoney MCP Server

by leafeye

The Lunchmoney MCP Server connects your Lunchmoney financial data to AI assistants like Claude, allowing you to analyze your spending and budget through natural conversation. It uses the Model Context Protocol (MCP) to provide a secure and structured way for AI to interact with your financial information.

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What is Lunchmoney MCP Server?

This server is a Model Context Protocol (MCP) server that enables interaction with your Lunchmoney transactions and budgets through Claude and other AI assistants. It acts as a bridge between your Lunchmoney data and AI models, allowing you to ask questions and gain insights about your finances.

How to use Lunchmoney MCP Server?

To use this server, you need to install Node.js, obtain your Lunchmoney API token, and configure Claude Desktop with the provided JSON configuration, replacing your_token_here with your actual token. After restarting Claude, you can ask questions about your finances, and Claude will use the MCP server to retrieve the necessary data from Lunchmoney.

Key features of Lunchmoney MCP Server

  • View recent transactions

  • Search transactions by keyword

  • Analyze spending in specific categories

  • Get detailed budget information

Use cases of Lunchmoney MCP Server

  • Asking Claude about recent transactions

  • Searching for transactions at specific payees

  • Analyzing spending habits in different categories

  • Getting a summary of your budget status

FAQ from Lunchmoney MCP Server

Claude says it can't connect to my MCP server

Make sure the configuration in Claude's Developer settings is correct. Try restarting Claude Desktop after changing the configuration. Check that your Lunchmoney API token is valid.

Claude doesn't recognize Lunchmoney commands

Start a new conversation in Claude. Try explicitly mentioning Lunchmoney in your query (e.g., "Show me my recent Lunchmoney transactions")

What is MCP?

The Model Context Protocol (MCP) is an open protocol that standardizes how applications provide context to Large Language Models (LLMs). It provides a standardized way to connect AI models to different data sources and tools.

How does this server handle privacy?

Your Lunchmoney API token stays on your local machine, and the MCP server runs locally. You approve each request to access your data, and only specific information requested is shared with Claude.

Does budget data need specific date formats?

Budget data must use month boundaries for dates (e.g., 2024-01-01 to 2024-01-31). Transactions can use any date range.