Lever MCP Server
Connects Claude to the Lever financial planning app, allowing users to fetch and manage their financial plans via a Supabase backend. It enables natural language interactions to view, add, remove, or modify financial events through a secure token-based connection.
README
Lever MCP Server
An MCP (Model Context Protocol) server for Lever — a financial planning app. Connects Claude to a user's financial plan via a token in the server URL.
Prerequisites
- Node.js 20+
- A Supabase project with the Lever schema
cloudflaredinstalled (see below)
Setup
1. Clone and install
git clone <repo-url>
cd lever-mcp
npm install
2. Configure environment
cp .env.example .env
Edit .env and fill in your values:
SUPABASE_URL=https://your-project.supabase.co
SUPABASE_ANON_KEY=your-anon-key-here
PORT=3000
Use the anon/public key from Supabase (Settings → API), not the service_role key.
3. Install cloudflared
curl -fsSL https://github.com/cloudflare/cloudflared/releases/latest/download/cloudflared-linux-amd64 \
-o ~/cloudflared && chmod +x ~/cloudflared
To make it available system-wide:
sudo mv ~/cloudflared /usr/local/bin/cloudflaredIf you only moved it to~/cloudflared, update thetunnelscript inpackage.jsonto use~/cloudflaredinstead ofcloudflared.
Running
Open two terminals in the project directory.
Terminal 1 — start the MCP server:
npm start
Terminal 2 — start the Cloudflare tunnel:
npm run tunnel
The tunnel output will include a public URL like:
https://some-words-here.trycloudflare.com
This URL changes every time you restart the tunnel. For a permanent URL, set up a named Cloudflare Tunnel with a free Cloudflare account.
Connecting to Claude
Once both are running, add the MCP server to Claude using your tunnel URL and the user's UUID token:
https://some-words-here.trycloudflare.com/mcp?token=<user-uuid>
The token is the user's id from either the anonymous_users or auth.users table in Supabase.
In Claude.ai (Settings → Connectors → Add):
- Type: Remote MCP
- URL: the full URL above with your token
Available Tools
| Tool | Description |
|---|---|
get_plan |
Fetches the user's most recent financial plan |
get_event_schema |
Lists supported event types or returns the parameter spec for a specific type |
update_plan |
Adds, removes, or updates an event in the user's plan |
update_plan operations
op: "add_event" — add a new event (use get_event_schema first to get parameter spec)
op: "remove_event" — remove an event by its id
op: "update_field" — change a single parameter value on an existing event
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