BudgetBakers MCP Server

BudgetBakers MCP Server

Integrates Claude with the BudgetBakers Wallet API to access financial data including accounts, transactions, categories, and spending analytics.

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README

BudgetBakers MCP Server

npm version

MCP server for integrating Claude with the BudgetBakers Wallet API. Gives Claude access to financial data: accounts, transactions, categories, and spending analytics.

Quick start

Add to ~/.claude/settings.json (or Claude Desktop config):

{
  "mcpServers": {
    "budgetbakers": {
      "command": "npx",
      "args": ["-y", "budgetbakers-mcp"],
      "env": {
        "BUDGETBAKERS_API_TOKEN": "<your-token>"
      }
    }
  }
}

You can get the API token from BudgetBakers Wallet settings.

Tools

Tool Description
get_accounts List all accounts with balances. Filters: currency, accountType
get_categories Income/expense categories. Filter: name
get_labels User-defined tags. Filter: name
search_transactions Search transactions. Requires accountId. Filters: dates, category, payee, amount
get_transaction Full details of a single transaction by id
spending_by_category Spending grouped by category for a date range
cashflow_summary Income, expenses, and net cashflow for a date range
top_merchants Top merchants by spending for a date range

accountId is required for transactions and analytics tools. Call get_accounts first to get it.

Example prompts

  • "Show my accounts and balances"
  • "How much did I spend in February?"
  • "What do I spend the most money on?"
  • "Top 5 merchants this month"
  • "Find all transactions at Starbucks in January"

Development

git clone https://github.com/vmrchnk/budgetbakers-mcp.git
cd budgetbakers-mcp
npm install
npm run build

To use the local build instead of the npm package:

{
  "mcpServers": {
    "budgetbakers": {
      "command": "node",
      "args": ["/path/to/budgetbakers-mcp/build/index.js"],
      "env": {
        "BUDGETBAKERS_API_TOKEN": "<your-token>"
      }
    }
  }
}

Technical details

  • TypeScript, ES2022, Node16 modules
  • Dependencies: @modelcontextprotocol/sdk, zod
  • Supports agentHints=true — API returns hints about pagination, rate limits, etc.
  • Automatic pagination via hint-provided URLs
  • Analytics tools aggregate data server-side (API has no analytics endpoints)

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