Up Bank MCP Server

Example Use Cases

• 1

  List and retrieve Up Bank accounts and transactions to surface balances, recent activity, or transaction details within an agent session.

• 2

  Categorize or tag user transactions programmatically and manage categories/tags as part of budgeting or bookkeeping workflows.

• 3

  Create, delete, or test webhooks tied to an Up Bank account to receive realtime transaction/event notifications into an agent-driven workflow.

Description

This project is a Model Context Protocol (MCP) wrapper around a Python Up Bank API client that lets MCP-capable agents interact with the Up Bank service. It provides tools for listing and retrieving accounts and transactions, categorising transactions, managing tags, and creating/pinging webhooks. It is designed for local integration with MCP clients such as Claude for Desktop and requires an Up Bank API token and Python 3.10+ to run. A test script and guidance for configuring Claude are included for easy setup.