Mcp Upbank
What is Mcp Upbank
mcp-upbank is an MCP server designed to interact with the Up Bank API, allowing users to retrieve their account balances and transaction details.
Use cases
Use cases include daily journaling of transactions, comparing monthly spending habits, and assisting users in managing their finances effectively.
How to use
To use mcp-upbank, follow the Up Bank’s Getting Started guide to create a Personal Access Token. Then, configure your MCP client using the provided instructions or through Smithery.ai for a simplified setup.
Key features
Key features include the ability to fetch daily transactions, analyze spending habits over time, and ensure safe interaction with the bank account as the API does not allow any mutations.
Where to use
mcp-upbank can be used in personal finance management, budgeting applications, and any context where users need to track their banking transactions and balances.
Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Overview
What is Mcp Upbank
mcp-upbank is an MCP server designed to interact with the Up Bank API, allowing users to retrieve their account balances and transaction details.
Use cases
Use cases include daily journaling of transactions, comparing monthly spending habits, and assisting users in managing their finances effectively.
How to use
To use mcp-upbank, follow the Up Bank’s Getting Started guide to create a Personal Access Token. Then, configure your MCP client using the provided instructions or through Smithery.ai for a simplified setup.
Key features
Key features include the ability to fetch daily transactions, analyze spending habits over time, and ensure safe interaction with the bank account as the API does not allow any mutations.
Where to use
mcp-upbank can be used in personal finance management, budgeting applications, and any context where users need to track their banking transactions and balances.
Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Content
MCP-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:
Dev Tools Supporting MCP
The following are the main code editors that support the Model Context Protocol. Click the link to visit the official website for more information.
