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Up Bank MCP Server

Up Bank MCP Server

Public
edkranz/up-mcp

Provides Model Context Protocol (MCP) tools for seamless interaction with the Up Bank API, enabling account, transaction, category, tag, and webhook management through MCP-enabled clients.

python
0 tools
May 30, 2025
Updated Jun 4, 2025

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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?

!Claude roasting me 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 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/).

  1. 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
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