Lever MCP Server

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.

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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
  • cloudflared installed (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/cloudflared If you only moved it to ~/cloudflared, update the tunnel script in package.json to use ~/cloudflared instead of cloudflared.

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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