mcp-upbank

mcp-upbank

3.3

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MCP-Upbank is a Model Context Protocol server implementation designed to access the Up Bank API for various financial data analysis tasks.

MCP-Upbank is a server implementation that allows users to interact with the Up Bank API, primarily for testing and exploring its potential applications in daily life, particularly in conjunction with LLM usage. The server facilitates tasks such as retrieving daily transactions for journaling, comparing monthly spending habits, and more. The API is read-only, ensuring no risk of accidental data modification. Users need to create a Personal Access Token to access the API. The server is built using the openapi spec from GitHub, with zod schemas and types generated via Orval. However, due to the use of opaque cursors in the API, some manual adjustments are necessary. Future plans include improving the Orval generator, creating data analysis prompts, and distributing executables through various package managers.

Features

  • Read-only API access: Ensures no accidental data modification.
  • Daily transaction retrieval: Useful for journaling and financial tracking.
  • Spending habit analysis: Compare spending across different months.
  • Manual pagination handling: Due to opaque cursors in the API.
  • Integration with various platforms: Instructions provided for multiple clients.

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