모델 Context Protocol (MCP) 서버는 Claude 및 기타 AI 보조를 통해 Lunchmoney 거래 및 예산과 상호 작용합니다.

이것은 무엇입니까?

이 도구는 Claude AI에 당신의 Lunchmoney 금융 데이터를 연결 할 수 있도록, 그래서 당신은 당신의 지출에 대한 질문을 할 수, 예산을 분석, 자연 대화를 통해 재정에 대한 통찰력을 얻을.

특징

이 서버는 4개의 주요 도구를 제공합니다:

1.get-recent-transactions: 지난 N 일에서 최근 거래보기 2. search-transactions: Payee 이름 또는 메모에 키워드로 거래 검색 3.get-category-spending: Analyze 지출 에 특정 카테고리 4.get-budget-summary: 지출, 남은 금액, 재발급 항목 등 자세한 예산 정보를 얻으십시오.

개인정보 및 데이터 처리

** 중요 : ** MCP는 개인 정보 보호 경계를 유지하면서 Lunchmoney 데이터와 상호 작용하는 Claude를위한 구조화 된 방법을 제공합니다. 당신이 알아야 할 것:

• Claude (주)는 로컬 MCP 서버에 연결하는 클라이언트를 만듭니다.
• 당신의 Lunchmoney API 토큰은 현지 기계에 머물
• MCP 서버는 Lunchmoney의 API에서 로컬 및 fetches 데이터를 실행합니다

Lunchmoney MCP Server

A Model Context Protocol (MCP) server that lets you interact with your Lunchmoney transactions and budgets through Claude and other AI assistants.

What is this?

This tool allows you to connect your Lunchmoney financial data to Claude AI, so you can ask questions about your spending, analyze your budget, and get insights about your finances through a natural conversation.

Features

This server provides four main tools:

1. get-recent-transactions: View your recent transactions from the past N days
2. search-transactions: Search transactions by keyword in payee names or notes
3. get-category-spending: Analyze spending in specific categories
4. get-budget-summary: Get detailed budget information including spending, remaining amounts, and recurring items

Privacy and Data Handling

Important: MCP provides a structured way for Claude to interact with your Lunchmoney data while maintaining privacy boundaries. Here’s what you should know:

• Claude (the host) creates a client that connects to your local MCP server
• Your Lunchmoney API token stays on your local machine
• The MCP server runs locally and fetches data from Lunchmoney’s API
• You will be asked to approve each request to access your Lunchmoney data
• When you ask a question about your finances, Claude requests specific information from the MCP server
• The MCP server processes your request locally and returns only the relevant results
• Claude never has direct access to your full financial data or API token
• Only the specific information requested (like transaction summaries or budget status) is shared with Claude
• Anthropic’s data retention policies apply to these summary results that are part of your conversation
• Each server connection is isolated, maintaining clear security boundaries

You can find more about MCP in the documentaion: https://modelcontextprotocol.io/introduction

Installation

Also look at the offical Claude documentation: https://modelcontextprotocol.io/quickstart/user

Using npx

Node.js is a software platform that lets you run JavaScript code on your computer (outside of a web browser).

To install Node.js:

• Windows/Mac: Download and run the installer from the official Node.js website
• Mac with Homebrew: Run brew install node in Terminal
• Linux: Use your package manager (e.g., sudo apt install nodejs for Ubuntu)

Once Node.js is installed on your computer, you can run the server directly without downloading anything:

1. Get your Lunchmoney API token from your Lunchmoney developer settings
2. Open Claude Desktop
3. Go to Settings → Developer -> Edit Config
4. Add the following configuration:

{
  "mcpServers": {
    "lunchmoney": {
      "command": "npx",
      "args": ["-y", "lunchmoney-mcp-server"],
      "env": {
        "LUNCHMONEY_TOKEN": "your_token_here"
      }
    }
  }
}