up-bank

This MCP server provides a Read-Only interface to your Up Banking data via the Up Banking API. It exposes a set of tools to interact with accounts, transactions, and categories, enabling Claude to query balances, retrieve account details, filter and list transactions, and fetch category information. Tools include up_ping for connectivity checks, up_list_accounts to enumerate accounts with optional type or ownership filters, up_get_account for detailed account data, up_list_transactions and up_get_transaction for transaction history and specifics, and up_list_categories / up_get_category for category data. To use it, configure the MCP server in Claude Desktop as described in the installation section, provide your Up personal access token, and then issue natural language questions or structured tool calls to retrieve the data you need.

Prerequisites:

• Node.js 18 or higher
• An Up Banking account with a personal access token

Installation steps:

1. Clone or download this repository and navigate to it:

# Example
cd up-mcp-server

2. Install dependencies:

npm install

3. Build the server:

npm run build

4. Obtain an Up API token (see token guide in README) and prepare configuration for Claude Desktop or npx usage as shown below.

Configuration tips:

• Securely store your Up API token; do not commit it to source control.
• When configuring Claude Desktop, ensure the path to build/index.js is absolute.
• If using npx, you can run the server with the provided token by setting UP_API_TOKEN in your environment or config.

Common issues:

• UP_API_TOKEN environment variable is required: add the token to the env section of your Claude Desktop config.
• 401 errors indicate an invalid or expired token; regenerate from the Up app.
• Server not appearing in Claude: verify the absolute path to build/index.js and restart Claude Desktop.