upbank-mcp-server

harrysayers7/upbank-mcp-server

3.1

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The UpBank MCP Server is a FastMCP server designed to provide tools for accessing the UpBank API, enabling users to manage their banking data efficiently.

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date: "2025-09-30 15:58"

UpBank MCP Server

FastMCP server providing tools for accessing the UpBank API.

Features

  • Get account details and balances
  • Fetch transactions by account or across all accounts
  • Filter transactions by date range
  • Access spending categories and tags
  • Get spending summaries

Tools Available

  • get_accounts() - Get all UpBank accounts
  • get_account(account_id) - Get specific account details
  • get_transactions(account_id, limit, since, until) - Get account transactions
  • get_recent_transactions(limit) - Get recent transactions across all accounts
  • get_transaction(transaction_id) - Get specific transaction details
  • get_categories() - Get spending categories
  • get_tags() - Get user tags
  • get_spending_summary(category_id, since, until) - Get spending summary

Setup

Environment Variables

export UPBANK_API_KEY="your_upbank_api_key_here"

Local Development

pip install -r requirements.txt
python upbank_server.py

Deploy to FastMCP Cloud

  1. Push this repo to GitHub
  2. Go to https://fastmcp.cloud
  3. Sign in with GitHub and select this repository
  4. Set entrypoint to upbank_server.py
  5. Add UPBANK_API_KEY as environment variable
  6. Deploy!

Your server will be available at: https://your-project-name.fastmcp.app/mcp

Connect to Claude Code

Add to your .mcp.json:

{
  "mcpServers": {
    "upbank-cloud": {
      "transport": "http",
      "url": "https://your-project-name.fastmcp.app/mcp"
    }
  }
}

UpBank API Documentation

https://developer.up.com.au/

License

MIT