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BudgetBakers Server

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

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About

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

README

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)

from github.com/vmrchnk/budgetbakers-mcp

Install BudgetBakers Server in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install budgetbakers-mcp-server

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add budgetbakers-mcp-server -- npx -y budgetbakers-mcp

FAQ

Is BudgetBakers Server MCP free?

Yes, BudgetBakers Server MCP is free — one-click install via Unyly at no cost.

Does BudgetBakers Server need an API key?

No, BudgetBakers Server runs without API keys or environment variables.

Is BudgetBakers Server hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install BudgetBakers Server in Claude Desktop, Claude Code or Cursor?

Open BudgetBakers Server on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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