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organize spending categories\n-   **Tags** - Manage transaction tags\n-   **Transactions** - Full CRUD operations on transactions with advanced filtering\n-   **Recurring Items** - Track and manage recurring expenses\n-   **Budgets** - Create and monitor budgets by category\n-   **Assets** - Track manually-managed assets\n-   **Plaid Accounts** - Manage connected bank accounts\n-   **Cryptocurrency** - Track crypto holdings\n\n### Key Capabilities\n\n-   Full integration with LunchMoney API v1\n-   Type-safe implementation with TypeScript and Zod validation\n-   Modular architecture for easy extension\n-   Standard MCP server implementation using stdio transport\n\n## Usage\n\n### With MCP Clients\n\nTo use this MCP server with any MCP-compatible client (such as Claude Desktop), you need to add it to the client's configuration.\n\n#### Configuration\n\nThe server can be configured in your MCP client's configuration file. The exact location and format may vary by client, but typically follows this pattern:\n\n```json\n{\n    \"mcpServers\": {\n        \"lunchmoney\": {\n            \"command\": \"npx\",\n            \"args\": [\"@amama-fatima/lunchmoney-mcp\"],\n            \"env\": {\n                \"LUNCHMONEY_API_TOKEN\": \"your-api-token-here\"\n            }\n        }\n    }\n}\n```\n\nReplace `\"your-api-token-here\"` with your actual LunchMoney API token from [LunchMoney Developer Settings](https://my.lunchmoney.app/developers).\n\n#### Common MCP Client Configuration Locations\n\nDifferent MCP clients store their configuration in different locations:\n\n-   **Claude Desktop**:\n\n    -   macOS: `~/Library/Application Support/Claude/claude_desktop_config.json`\n    -   Windows: `%APPDATA%\\Claude\\claude_desktop_config.json`\n    -   Linux: `~/.config/Claude/claude_desktop_config.json`\n\n-   **Other MCP Clients**: Check your client's documentation for the configuration file location.\n\n#### Setup Steps\n\n1. Locate your MCP client's configuration file (create it if it doesn't exist).\n2. Add the LunchMoney server configuration to the `mcpServers` section.\n3. Save the file and restart your MCP client.\n4. The LunchMoney tools should now be available in your client.\n\n#### Requirements\n\n-   Node.js 16+ installed on your system\n-   `npx` available in your system PATH\n-   Valid LunchMoney API token with appropriate permissions\n\n### As a standalone MCP server\n\n```bash\n# Run with npx\nLUNCHMONEY_API_TOKEN=\"your-api-token\" npx @amama-fatima/lunchmoney-mcp\n```\n\n## Example Prompts\n\nHere are some example prompts you can use with the LunchMoney MCP server:\n\n### Account Overview\n\n-   \"Show me my LunchMoney account details\"\n-   \"What's my current account status?\"\n\n### Category Management\n\n-   \"List all my spending categories\"\n-   \"Create a new category called 'Subscriptions' with a monthly budget of $100\"\n-   \"Show me details for my 'Food & Dining' category\"\n-   \"Create a category group for all my entertainment expenses\"\n-   \"Delete the 'Unused Category' and reassign its transactions to 'Miscellaneous'\"\n\n### Transaction Management\n\n-   \"Show me all transactions from last month\"\n-   \"Find all transactions over $100 in the past week\"\n-   \"Create a new expense for $45.99 at Amazon in the Shopping category\"\n-   \"Update transaction #12345 to change the amount to $50\"\n-   \"Show me all pending transactions\"\n-   \"Group these coffee shop transactions together\"\n\n### Budgeting\n\n-   \"Show me my budget summary for this month\"\n-   \"Set a budget of $500 for Groceries this month\"\n-   \"Remove the budget for Entertainment category\"\n-   \"How much have I spent vs budgeted in each category?\"\n\n### Asset Tracking\n\n-   \"List all my assets\"\n-   \"Create a new asset for my savings account with a balance of $10,000\"\n-   \"Update my investment account balance to $25,000\"\n\n### Recurring Expenses\n\n-   \"Show me all my recurring expenses\"\n-   \"What subscriptions do I have?\"\n-   \"List recurring items for the next 3 months\"\n\n### Banking Integration\n\n-   \"Show me all my connected Plaid accounts\"\n-   \"Refresh my bank account data\"\n-   \"Trigger a sync for my checking account\"\n\n### Cryptocurrency\n\n-   \"Show me all my crypto holdings\"\n-   \"Update my Bitcoin balance to 0.5 BTC\"\n-   \"List all my manually tracked crypto assets\"\n\n### Analysis & Insights\n\n-   \"What are my top spending categories this month?\"\n-   \"Show me all transactions tagged as 'vacation'\"\n-   \"Find all transactions at coffee shops\"\n-   \"List all transactions that need to be categorized\"\n\n## Available Tools\n\n### User Tools\n\n-   `get_user` - Retrieve current user details\n\n### Category Tools\n\n-   `get_all_categories` - List all spending categories\n-   `get_single_category` - Get details for a specific category\n-   `create_category` - Create a new category\n-   `create_category_group` - Create a category group\n-   `update_category` - Update category properties\n-   `add_to_category_group` - Add categories to a group\n-   `delete_category` - Delete a category\n-   `force_delete_category` - Force delete with data cleanup\n\n### Tag Tools\n\n-   `get_all_tags` - List all available tags\n\n### Transaction Tools\n\n-   `get_transactions` - List transactions with extensive filtering options\n-   `get_single_transaction` - Get detailed transaction information\n-   `create_transactions` - Create new transactions\n-   `update_transaction` - Update existing transaction\n-   `unsplit_transactions` - Remove transactions from split groups\n-   `get_transaction_group` - Get transaction group details\n-   `create_transaction_group` - Create a transaction group\n-   `delete_transaction_group` - Delete a transaction group\n\n### Recurring Items Tools\n\n-   `get_recurring_items` - List recurring items for a date range\n\n### Budget Tools\n\n-   `get_budget_summary` - Get budget summary by date range\n-   `upsert_budget` - Create or update budget amounts\n-   `remove_budget` - Remove budget for a category\n\n### Asset Tools\n\n-   `get_all_assets` - List all manually-managed assets\n-   `create_asset` - Create a new asset\n-   `update_asset` - Update asset properties\n\n### Plaid Account Tools\n\n-   `get_all_plaid_accounts` - List all connected Plaid accounts\n-   `trigger_plaid_fetch` - Trigger fetch of latest data from Plaid\n\n### Crypto Tools\n\n-   `get_all_crypto` - List all cryptocurrency assets\n-   `update_manual_crypto` - Update balance for manually-managed crypto\n\n## Development\n\n### Project Structure\n\n```\nlunchmoney-mcp/\n├── src/\n│   ├── index.ts           # Server entry point\n│   ├── config.ts          # Configuration management\n│   ├── types.ts           # TypeScript type definitions\n│   └── tools/             # Tool implementations\n│       ├── user.ts\n│       ├── categories.ts\n│       ├── tags.ts\n│       ├── transactions.ts\n│       ├── recurring-items.ts\n│       ├── budgets.ts\n│       ├── assets.ts\n│       ├── plaid-accounts.ts\n│       └── crypto.ts\n├── build/                 # Compiled JavaScript output\n├── package.json\n├── tsconfig.json\n└── README.md\n```\n\n### Building\n\n```bash\nnpm run build\n```\n\n### Adding New Tools\n\n1. Create a new file in `src/tools/`\n2. Implement tool handlers using the MCP SDK\n3. Register tools in `src/index.ts`\n4. Add types to `src/types.ts` if needed\n\n## API Reference\n\nThe server implements the full LunchMoney API v1. For detailed API documentation, see:\n\n-   [LunchMoney API Documentation](https://lunchmoney.dev/)\n-   [Model Context Protocol Specification](https://modelcontextprotocol.io/)\n\n## Contributing\n\nContributions are welcome! Please feel free to submit a Pull Request.\n\n## License\n\nMIT License\n","readmeFilename":"README.md"}