About MCP-Upbank
MCP-Upbank is an MCP server for reading Up Bank account data, intended for LLM workflows involving personal finances. It retrieves balances and transactions; the Up Bank API does not permit mutations.
Key features
- 01Retrieve account balances
- 02List transactions
- 03Paginate API results
- 04Read-only Up Bank access
Use cases
- 01Review daily transactions for journaling
- 02Compare spending across months
MCP support
Exposes Up Bank account data to MCP clients, including balances and transactions. It uses an Up Bank Personal Access Token and does not support mutations.
Configuration
Local server config is the same for every client. Copy it into your client’s MCP config file.
We haven’t collected a package or remote endpoint for this server. Follow the instructions in the project README.
Tools
Local servers expose tools only once running on your machine, and the maintainer has not provided a tool list.
Details
From the project READMEMCP-Upbank
A Model Context Protocol server implementation for accessing the Up Bank API
The goal is to test the Up Bank API to see if we can find some use for it in daily LLM usage. Some ideas:
- Get a list of transactions for the day and add to your daily journaling
- Compare your spending habits across months
- Get Navishkar (the author of this repo) a job so he can make the kind of money that allows him to finally afford his own home in Melbourne
Note: The API does not allow mutations so there's no risk of you accidentally deleting your bank account or sending money to a Nigerian prince.
How it works.
Follow Up Bank's own Getting Started guide. You'll want to create a Personal Access Token.
MCP Server's remain a pain to install. I'm going to link to each client's instructions (or the ones I use anyway)
The easiest is via Smithery.ai which gives you the exact config to include in your client.
Caution
YourPersonal Access Tokenis Personal. Do not share with others, including adding it inside the Smithery interface. Just paste some random values to see how the config will look.
How its built
I use the openapi spec found on Github to generate zod schemas and types using Orval.
Unfortunately, the api uses opaque cursors which means I can't simply use the outputs generated from Orval.
This is why, for the moment, I'm manually copying some files across and generating a pagination handler myself.
What's next
- Fix/Enhance Orval's generator to make this a better experience. Or maybe I just need to read their docs better.
- Create prompts that provide instructions on analyzing ingested data.
- Distribute executables with Homebrew, Chocolatey, apt etc.
- Resolve the additional endpoints that aren't needed e.g. patch, post, delete on resources
Resources:
Comments
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