Up Bank MCP server

This MCP server allows you to interact with the Up Bank API through Claude or other MCP-enabled clients. You can manage accounts, transactions, categories, tags, and webhooks without leaving your AI assistant interface.

Prerequisites

• Python 3.10 or higher
• Up Bank API token
• uv package manager

Installation

Step 1: Install the uv Package Manager

curl -LsSf https://astral.sh/uv/install.sh | sh

Make sure to restart your terminal after installing uv.

Step 2: Clone the Repository

git clone <repository-url>
cd up-mcp

Step 3: Set Up the Environment

Create and activate a virtual environment:

uv venv
source .venv/bin/activate  # On Windows, use: .venv\Scripts\activate

Install dependencies:

uv pip install -r requirements.txt

Configuration

Setting Up with Claude for Desktop

1. Open your Claude configuration file:

   • macOS/Linux: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %AppData%\Claude\claude_desktop_config.json

2. Add the server configuration:

{
  "mcpServers": {
    "up-mcp": {
      "command": "/ABSOLUTE/PATH/TO/uv",
      "args": [
        "--directory",
        "/ABSOLUTE/PATH/TO/up-mcp",
        "run",
        "up_mcp.py"
      ],
      "env": {
        "UP_TOKEN": "up:yeah:your-token-here"
      }
    }
  }
}

3. Important notes:

   • Replace /ABSOLUTE/PATH/TO/uv with the absolute path to your uv executable
   • Replace /ABSOLUTE/PATH/TO/up-mcp with the absolute path to your project directory
   • Replace up:yeah:your-token-here with your Up Bank API token from Up Bank API website

4. Restart Claude for Desktop

Available Tools

The server provides these capabilities:

Account Management

• Get all accounts
• Get specific account details

Transaction Management

• List transactions
• Get specific transaction details

Category Management

• Get categories
• Categorize transactions

Tag Management

• Get tags
• Add/remove tags from transactions

Webhook Management

• Create webhooks
• Delete webhooks
• Ping webhooks

Troubleshooting

If you encounter issues:

• Verify your UP_TOKEN environment variable is set correctly
• Check that all dependencies are installed correctly
• Ensure you're using Python 3.10 or higher
• Check Claude's logs for MCP-related issues

You can run a basic test of the server functionality with:

python test.py

This will verify account retrieval and transaction listing functionality.

How to add this MCP server to Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > MCP and click "Add new global MCP server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "cursor-rules-mcp": {
            "command": "npx",
            "args": [
                "-y",
                "cursor-rules-mcp"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explictly ask the agent to use the tool by mentioning the tool name and describing what the function does.