What is Up Mcp

Up-mcp is an MCP server that acts as a wrapper for the Up Bank API, allowing users to manage their banking accounts, transactions, categories, tags, and webhooks through MCP-enabled clients like Claude for Desktop.

Use cases

Use cases for up-mcp include automating personal finance tracking, integrating banking functionalities into applications, and providing users with insights into their spending habits through transaction analysis.

How to use

To use up-mcp, install the required dependencies, set up a virtual environment, and configure your MCP-enabled client (like Claude) to point to the up-mcp server. Follow the installation steps provided in the README for detailed guidance.

Key features

Key features of up-mcp include account management, transaction handling, category and tag organization, and webhook integration, all accessible via MCP-enabled clients.

Where to use

Up-mcp can be used in personal finance applications, banking software, and any platform that requires interaction with the Up Bank API for managing financial data.

Up Bank MCP Server

MCP wrapper of the Python Up Bank API Wrapper up-bank-api (credit to @jcwillox) (it’s wrappers all the way down)

Made for Claude, by Claude (lol)

This is a Model Context Protocol (MCP) server that provides tools for interacting with the Up Bank API. It allows you to manage accounts, transactions, categories, tags, and webhooks through MCP-enabled clients like Claude for Desktop.

Feel free to contribute if you want to better optimise it for LLM, etc. However it’s fine as is. I just wanted to learn how to make an MCP server.

Now Claude can roast me for my transaction history, what else is it good for?

Figure: Too much takeout I guess

Prerequisites

• Python 3.10 or higher
• Up Bank API token
• uv package manager

Installation

1. First, install uv by running:

   curl -LsSf https://astral.sh/uv/install.sh | sh
   

   Make sure to restart your terminal after installing uv.

2. Clone this repository and navigate to it:

   git clone <repository-url>
   cd up-mcp
   

3. Create and activate a virtual environment:

   uv venv
   source .venv/bin/activate  # On Windows, use: .venv\Scripts\activate
   

4. Install dependencies:

   uv pip install -r requirements.txt
   

Using with Claude for Desktop or other MCP-enabled clients

1. Open your Claude (or other MCP-enabled) configuration file:

   • macOS/Linux: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %AppData%\Claude\claude_desktop_config.json

2. Add the server configuration:

{
  "mcpServers": {
    "up-mcp": {
      "command": "/ABSOLUTE/PATH/TO/uv",
      "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/up-mcp",
        "run",
        "up_mcp.py"
      ],
      "env": {
        "UP_TOKEN": "up:yeah:your-token-here"
      }
    }
  }
}

Replace /ABSOLUTE/PATH/TO/uv with the absolute path to your uv executable.
Replace /ABSOLUTE/PATH/TO/up-mcp with the absolute path to your project directory.
Replace up:yeah:your-token-here with your Up Bank API token.

Get your Up Bank API token from the Up Bank website (https://api.up.com.au/).

3. Restart Claude for Desktop.

Available Tools

The server provides the following tools:

• Account management (get accounts, get specific account)
• Transaction management (get transactions, get specific transaction)
• Category management (get categories, categorize transactions)
• Tag management (get tags, add/remove tags from transactions)
• Webhook management (create, delete, ping webhooks)

Testing

You can test the server using the included test.py script:

python test.py

This will run through basic functionality tests including account retrieval and transaction listing.

Troubleshooting

If you encounter issues:

1. Verify your UP_TOKEN environment variable is set correctly
2. Check that all dependencies are installed correctly
3. Ensure you’re using Python 3.10 or higher
4. Check Claude’s logs for MCP-related issues