a month ago
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 transaction queries, budget management, category organization, and asset tracking. Perfect for AI-powered personal finance analysis without leaving your conversation with Claude.
Tools
get_user
get_all_categories
get_single_category
create_category
create_category_group
update_category
add_to_category_group
delete_category
force_delete_category
get_all_tags
get_transactions
get_single_transaction
create_transactions
update_transaction
unsplit_transactions
get_transaction_group
create_transaction_group
delete_transaction_group
get_recurring_items
get_budget_summary
upsert_budget
remove_budget
get_all_assets
create_asset
update_asset
get_all_plaid_accounts
trigger_plaid_fetch
get_all_crypto
update_manual_crypto
Server Config
{
"mcpServers": {
"lunchmoney": {
"command": "npx",
"args": [
"@akutishevsky/lunchmoney-mcp"
],
"env": {
"LUNCHMONEY_API_TOKEN": "your-api-token-here"
}
}
}
}