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LunchMoney MCP Server
Read and edit your Lunch Money budget: transactions, categories, budgets, accounts and net worth history
113GitHub stars
409/wknpm downloads
49popularity score
lunchmoney-mcp-cloudflare
Self-hosted Cloudflare Worker that puts the LunchMoney MCP tools behind Google sign-in for remote use
By Brian Marks (individual) TypeScript Finance and paymentsCloud platforms
What it does
This project packages the community LunchMoney MCP server by akutishevsky as a Cloudflare Worker, so a LunchMoney user can add it to Claude on the web, desktop or phone as a custom connector instead of running a local stdio process. Whoever deploys it runs their own copy on their own Cloudflare account; there is no shared public endpoint.
People who connect sign in with a Google account, optionally limited to an email allowlist, and on first connect paste their own LunchMoney API token into a /setup page. The Worker keeps each token in a Cloudflare KV namespace keyed by the Google account id and uses it for that person's requests only, so one deployment can serve several LunchMoney users and the operator needs no LunchMoney token of their own.
The tools are those of the wrapped server: 50 in all, covering transactions (including bulk create, update and delete, splits, groups and attachments), categories, tags, budgets, recurring items, manual and Plaid accounts, crypto holdings and balance history. The Worker pins a fork of that server at a fixed commit (package.json depends on github:bm1549/lunchmoney-mcp at df910c7) rather than the published npm package, and that fork targets LunchMoney's v2 API, which its README describes as alpha.
What it needs
Operator: a Cloudflare account (free tier per the README), a Google Cloud project with an OAuth web client whose redirect URI is the Worker's /authorize/callback, Node 22 or newer, and wrangler (brought by npm install) to create two KV namespaces and deploy. Each user: a Google account (on the allowlist if one is set) and a LunchMoney API token from my.lunchmoney.app/developers.
Limits
Version 0.3.0 has no self-serve way to change or delete a stored LunchMoney token: the operator must delete the user's KV row with wrangler. The /setup link expires after 30 minutes. Client registration at /register is rate limited to 2 requests per minute per IP (wrangler.jsonc). attach_file_to_transaction opens a file path on the machine running the server (src/attachments.ts of the pinned fork), which here is the Worker, not the user's computer. The wrapped server uses LunchMoney's v2 API, in alpha, and its tool names differ from v1.x.
Who it suits
Suits a LunchMoney user, or a small group such as a household, who wants LunchMoney tools in Claude on the web or mobile and is willing to set up Cloudflare and a Google OAuth client. Someone using a desktop client only can run the upstream lunch-money server (akutishevsky/lunchmoney-mcp, which we list) locally over stdio with a token, avoiding the Google and Cloudflare setup and keeping the token off a hosted store. The connector has full read and write tools, so pick it only if handing the assistant edit rights to your finances is acceptable.
Tools 50
get_user- Show the signed-in LunchMoney user's details
get_all_categories- List categories, with format and group filters
get_single_category- Fetch one category or category group
create_category- Add a category or a group with children
update_category- Change a category; replaces a group's children
delete_category- Remove a category, optionally forcing past dependents
get_all_tags- List all tags
get_single_tag- Fetch one tag by id
create_tag- Add a tag
update_tag- Change a tag
delete_tag- Remove a tag, optionally forcing past dependents
get_transactions- List transactions filtered by date, account, category, tag, status and more
get_single_transaction- Fetch one transaction with metadata, files and children
create_transactions- Insert between 1 and 500 transactions
update_transaction- Partly update one transaction
delete_transaction- Remove one transaction that is not a split or group
update_transactions_bulk- Update up to 500 transactions at once
delete_transactions_bulk- Remove up to 500 transactions by id
create_transaction_group- Group existing transactions together
delete_transaction_group- Break up a transaction group
split_transaction- Split a transaction into 2 to 500 parts
unsplit_transaction- Reverse an earlier split
attach_file_to_transaction- Attach an image or PDF of up to 10MB from a file path
get_transaction_attachment_url- Get a signed link to download an attachment
delete_transaction_attachment- Remove an attachment
get_recurring_items- List recurring items for a date range, optionally with suggestions
get_single_recurring_item- Fetch one recurring item
get_budget_summary- Per-category budget figures for a period
get_budget_settings- Read account-wide budget period and display settings
upsert_budget- Set a budget for a category and period
remove_budget- Clear a budget for a category and period
get_all_manual_accounts- List manually kept accounts
get_single_manual_account- Fetch one manual account
create_manual_account- Add a manual account
update_manual_account- Change a manual account
delete_manual_account- Remove a manual account, optionally with its transactions and history
get_all_plaid_accounts- List bank accounts linked through Plaid
get_single_plaid_account- Fetch one Plaid-linked account
trigger_plaid_fetch- Ask Plaid to pull fresh data, optionally for a range or account
get_all_crypto- List synced and manual crypto holdings
update_manual_crypto- Change a manually kept crypto holding
get_balance_history- Monthly balances across all accounts, optionally for a month range
get_account_balance_history- Monthly balances for one account
upsert_account_balance_history- Write past monthly balances for one account
delete_account_balance_history- Clear all balance history for one account
get_crypto_synced_balance_history- Monthly balances for a synced crypto holding
upsert_crypto_synced_balance_history- Write monthly balances for a synced crypto holding
delete_crypto_synced_balance_history- Clear balance history for a synced crypto holding
delete_balance_history_entry- Remove one balance history entry by id
update_deleted_account_details- Edit the name and details shown for a deleted account