akutishevsky/lunchmoney-mcp

• coingecko_urlstringобязательный

  CoinGecko coin-page URL in the form https://www.coingecko.com/{locale}/coins/{id}, e.g. https://www.coingecko.com/en/coins/cardano.

• content_typeenum

  Optional assertion of the file's MIME type. The server always determines the real type from the file contents; if this disagrees with it, the request is rejected. Omit unless you need that check.

• file_pathstringобязательный

  Absolute or relative path to the receipt file on the local filesystem. Must be a regular file whose contents are a JPEG, PNG, HEIC, HEIF, or PDF. If the host sets LUNCHMONEY_ATTACHMENTS_DIR, the path must resolve inside that directory.

• notesstring

  Optional notes describing the attachment.

• transaction_idnumberобязательный

  ID of the transaction to attach the file to.

• archivedboolean

  Whether the category should be archived.

• childrennumber | string[]

  Only valid when is_group is true. Array of existing category IDs (numbers) and/or names of new sub-categories to create (strings).

• descriptionstring

  Optional description. Up to 200 characters.

• exclude_from_budgetboolean

  Whether transactions in this category should be excluded from budgets.

• exclude_from_totalsboolean

  Whether transactions in this category should be excluded from calculated totals.

• group_idnumber

  If set, assigns the new category to an existing category group. Cannot be set if is_group is true.

• is_groupboolean

  If true, creates a category group instead of a category. When true, group_id may not be set; use children to assign existing categories.

• is_incomeboolean

  Whether transactions in this category should be treated as income.

• namestringобязательный

  Name of the category. 1-100 characters.

• balancenumberобязательный

  Current balance of the account.

• balance_as_ofstring

  Date or datetime the balance is as of (ISO 8601).

• closed_onstring

  Date the account was closed (YYYY-MM-DD). If set, status is forced to closed.

• currencystring

  Three-letter lowercase currency code (defaults to primary currency).

• display_namestring

  Display name. If unset, derived from institution_name and name.

• exclude_from_transactionsboolean

  If true, transactions cannot be assigned to this account.

• institution_namestring

  Name of the institution holding the account.

• namestringобязательный

  Name of the account. 1-45 characters.

• subtypestring

  Optional subtype (e.g., retirement, checking, savings).

• typeenumобязательный

  Primary type of the manual account.

• balancestring | numberобязательный

  Balance as a numeric string with up to 18 decimal places, e.g. '0.852341920145782301'. Pass a string to avoid losing precision.

• display_namestring

  Optional display name. If omitted, clients may derive one from institution_name and name.

• institution_namestring

  Optional institution or wallet provider display name, e.g. 'Ledger'.

• namestringобязательный

  User-defined name for the manual crypto asset, e.g. 'Cold Wallet BTC'.

• symbolstringобязательный

  Cryptocurrency symbol to track, e.g. 'btc'. Must match a symbol from get_supported_cryptocurrencies.

• archivedboolean

  If true, the tag is created archived.

• background_colorstring

  Optional background color of the tag.

• descriptionstring

  Optional description. Up to 200 characters.

• namestringобязательный

  Name of the tag. 1-100 characters.

• text_colorstring

  Optional text color of the tag.

• category_idnumber | null

  Category for the group. If unset and all children share a category, the group inherits it.

• datestringобязательный

  Date for the new grouped transaction (YYYY-MM-DD).

• idsnumber[]обязательный

  IDs of existing transactions to group together.

• notesstring | null
• payeestringобязательный

  Payee for the new grouped transaction.

• statusenum

  Status for the new grouped transaction. Defaults to reviewed.

• tag_idsnumber[]

  Tag IDs to apply to the new group.

• apply_rulesboolean

  Apply rules associated with the transaction's manual_account_id.

• skip_balance_updateboolean

  If true, do not update the manual account's balance when inserting these transactions.

• skip_duplicatesboolean

  Flag transactions that match an existing transaction's date+payee+amount+account as duplicates and skip them. Note: external_id deduplication always runs regardless of this flag.

• transactionsobject[]обязательный

  Array of transactions to insert (1-500).

• account_idintegerобязательный

  Id of the account whose entire balance history should be deleted.

• account_typeenumобязательный

  Type of account the balance history belongs to. Use manual for manually-managed accounts, plaid for synced bank accounts, crypto_manual for manually-managed crypto, and deleted for accounts that no longer exist but still have history. Synced crypto uses the dedicated crypto_synced tools instead.

• entry_idintegerобязательный

  Id of the historical balance entry to delete. Call get_balance_history or get_account_balance_history first to discover ids.

• category_idnumberобязательный

  Id of the category or category group to delete.

• forceboolean

  If true, force deletion even if dependencies exist (irreversible).

• account_idintegerобязательный

  Id of the synced crypto account.

• symbolstringобязательный

  Ticker symbol of the holding whose history should be deleted (e.g. eth).

• accountIdnumberобязательный

  Id of the manual account to delete.

• delete_balance_historyboolean

  If true, also deletes any balance history associated with this account.

• delete_itemsboolean

  If true, also deletes any transactions, rules, and recurring items associated with this account.

• crypto_idintegerобязательный

  Id of the manual crypto balance to delete.

• keep_historyboolean

  Set true to preserve the balance history, false to delete it too. Required if the asset has balance history.

• forceboolean

  If true, force deletion even if dependencies exist (irreversible).

• tagIdnumberобязательный

  Id of the tag to delete.

• transaction_idnumberобязательный

  ID of the transaction to delete.

• file_idnumberобязательный

  ID of the file attachment to delete.

• transaction_idnumberобязательный

  ID of the transaction group (the group parent transaction) to delete.

• idsnumber[]обязательный

  Array of transaction IDs to delete (1-500).

• account_idintegerобязательный

  Id of the account to get balance history for.

• account_typeenumобязательный

  Type of account the balance history belongs to. Use manual for manually-managed accounts, plaid for synced bank accounts, crypto_manual for manually-managed crypto, and deleted for accounts that no longer exist but still have history. Synced crypto uses the dedicated crypto_synced tools instead.

• end_monthany

  Optional last month of the range, inclusive, as YYYY-MM (e.g. 2026-03). Must not be earlier than start_month and must not be in the future. For a single month, use the same value as start_month.

• start_monthstring

  Optional first month of the range, inclusive, as YYYY-MM (e.g. 2026-01). Must not be in the future. If set, end_month is also required. A full date such as 2026-01-01 is invalid.

• formatenum

  If flattened, returns a singular array of categories. If nested, returns top-level categories (either category groups or categories not part of a category group) in an array, with subcategories nested within the category group under the property children. Defaults to flattened.

• is_groupboolean

  If true, returns only category groups. If false, returns only categories that are not category groups.

Без параметров.

Без параметров.

Без параметров.

Без параметров.

Без параметров.

• end_monthany

  Optional last month of the range, inclusive, as YYYY-MM (e.g. 2026-03). Must not be earlier than start_month and must not be in the future. For a single month, use the same value as start_month.

• start_monthstring

  Optional first month of the range, inclusive, as YYYY-MM (e.g. 2026-01). Must not be in the future. If set, end_month is also required. A full date such as 2026-01-01 is invalid.

Без параметров.

• end_datestringобязательный

  End date in YYYY-MM-DD format. For aligned results use a valid budget period end (e.g. last day of month).

• include_exclude_from_budgetsboolean

  Include categories that have the 'Exclude from Budgets' flag set in the returned categories array.

• include_occurrencesboolean

  Include an occurrences array on each category, with one entry per budget period in the range.

• include_past_budget_datesboolean

  Include the three budget occurrences prior to start_date in occurrences. Ignored unless include_occurrences is also true.

• include_rollover_poolboolean

  Include a rollover_pool section summarizing the current rollover pool balance and previous adjustments.

• include_totalsboolean

  Include a top-level totals section summarizing inflow and outflow across all transactions in the range.

• start_datestringобязательный

  Start date in YYYY-MM-DD format. For aligned results use a valid budget period start (e.g. first day of month).

• account_idintegerобязательный

  Id of the synced crypto account.

• end_monthany

  Optional last month of the range, inclusive, as YYYY-MM (e.g. 2026-03). Must not be earlier than start_month and must not be in the future. For a single month, use the same value as start_month.

• start_monthstring

  Optional first month of the range, inclusive, as YYYY-MM (e.g. 2026-01). Must not be in the future. If set, end_month is also required. A full date such as 2026-01-01 is invalid.

• symbolstringобязательный

  Ticker symbol of the holding within the account (e.g. eth).

• end_datestring

  End of the range used to populate matches (YYYY-MM-DD). Required if start_date is set.

• include_suggestedboolean

  If true, also returns recurring items suggested by the system that have not yet been reviewed.

• start_datestring

  Start of the range used to populate matches (YYYY-MM-DD). Defaults to the current month. Required if end_date is set.

• categoryIdnumberобязательный

  Id of the category to query. Call get_all_categories first to discover ids.

• accountIdnumberобязательный

  Id of the manual account to query. Call get_all_manual_accounts first to discover ids.

• crypto_idintegerобязательный

  Id of the manual crypto balance to retrieve.

• accountIdnumberобязательный

  Id of the Plaid account to query. Call get_all_plaid_accounts first to discover ids.

• end_datestring

  End of the range used to populate matches (YYYY-MM-DD). Required if start_date is set.

• recurringIdnumberобязательный

  Id of the recurring item to query. Call get_recurring_items first to discover ids.

• start_datestring

  Start of the range used to populate matches (YYYY-MM-DD). Defaults to the current month. Required if end_date is set.

• crypto_idintegerобязательный

  Id of the synced crypto account to retrieve.

• tagIdnumberобязательный

  Id of the tag to query. Call get_all_tags first to discover ids.

• transaction_idnumberобязательный

  ID of the transaction to retrieve.

Без параметров.

• crypto_idintegerобязательный

  Id of the synced crypto account.

• symbolstringобязательный

  Cryptocurrency symbol held within the synced account, e.g. 'eth'.

• file_idnumberобязательный

  ID of the file attachment.

• category_idnumber

  Filter by category ID. 0 returns only un-categorized transactions. Matches both leaf categories and category groups.

• created_sincestring

  Only return transactions created after this timestamp.

• end_dateany

  End of the date range. Required if start_date is set.

• include_childrenboolean

  Populate the children array on group/split parent transactions.

• include_filesboolean

  Include the files array (attachment metadata) on each transaction.

• include_group_childrenboolean

  Include the original transactions that were combined into transaction groups.

• include_metadataboolean

  Include plaid_metadata and custom_metadata fields on each transaction.

• include_pendingboolean

  Include imported pending transactions in results.

• include_split_parentsboolean

  Include the original parent transactions of split transactions.

• is_group_parentboolean

  If true, returns only transaction groups (group parents).

• is_pendingboolean

  Filter by pending status. Takes precedence over include_pending when set.

• limitnumber

  Max transactions to return (1-2000, default 1000).

• manual_account_idnumber

  Filter by manual account ID, or 0 to omit all manual-account transactions.

• offsetnumber

  Offset for pagination. Use with has_more from a previous response.

• plaid_account_idnumber

  Filter by Plaid account ID, or 0 to omit all Plaid-account transactions.

• recurring_idnumber
• start_datestring

  Beginning of the date range. Required if end_date is set.

• statusenum
• tag_idnumber
• updated_sinceany

  Only return transactions updated after this timestamp.

Без параметров.

• crypto_idintegerобязательный

  Id of the synced crypto account to refresh.

• category_idnumberобязательный

  Category ID for the budget to remove.

• start_datestringобязательный

  Budget period start date in YYYY-MM-DD format. Must be a valid budget period start.

• child_transactionsobject[]обязательный

  Children to create. Sum of amounts must equal the parent's amount.

• transaction_idnumberобязательный

  ID of the transaction to split.

• end_datestring

  End of the date range to fetch transactions for (YYYY-MM-DD). Required if start_date is set.

• idnumber

  If set, only fetch the specified Plaid account; otherwise all eligible accounts are fetched.

• start_datestring

  Beginning of the date range to fetch transactions for (YYYY-MM-DD). Required if end_date is set.

• transaction_idnumberобязательный

  ID of the previously split parent transaction. Use the split_parent_id of a split child to find it.

• archivedboolean
• categoryIdnumberобязательный

  Id of the category or category group to update.

• childrennumber | string[]

  Only valid for category groups. Replaces the group's full children list. Existing IDs (numbers) keep/move categories; strings create new sub-categories.

• descriptionstring

  New description. Up to 200 characters.

• exclude_from_budgetboolean
• exclude_from_totalsboolean
• group_idnumber | null

  Move this category into the specified category group, or null to remove from any group.

• is_incomeboolean
• namestring

  New name. 1-100 characters.

• account_idintegerобязательный

  The deleted_account_id from a balance history entry whose source type is deleted.

• account_typestring | null

  Type of the deleted account.

• display_namestring | null

  Display name for the deleted account.

• institution_namestring | null

  Name of the institution that held the deleted account.

• maskstring | null

  Last few digits of the deleted account's number.

• namestring | null

  Official or full name of the deleted account.

• subtypestring | null

  Subtype of the deleted account.

• accountIdnumberобязательный

  Id of the manual account to update.

• balancenumber
• balance_as_ofstring
• closed_onstring | null
• currencystring
• display_namestring | null
• exclude_from_transactionsboolean
• institution_namestring | null
• namestring
• subtypestring
• typeenum

• balancestring | number

  New balance as a numeric string with up to 18 decimal places. Pass a string to avoid losing precision.

• crypto_idintegerобязательный

  Id of the manual crypto balance to update. Synced crypto balances cannot be updated.

• display_namestring | null

  New display name for the crypto asset. Pass null to clear it.

• institution_namestring | null

  New institution or wallet provider display name. Pass null to clear it.

• namestring

  New name for the crypto asset.

• archivedboolean
• background_colorstring | null
• descriptionstring | null
• namestring
• tagIdnumberобязательный

  Id of the tag to update.

• text_colorstring | null

• transaction_idnumberобязательный

  ID of the transaction to update.

• updateobjectобязательный

  Fields to update. Provide at least one writable field.

• update_balanceboolean

  Defaults to true. Pass false to skip updating the associated manual account's balance.

• transactionsobject[]обязательный

  Array of partial transaction updates, each keyed by its id.

• account_idintegerобязательный

  Id of the account to write balance history for.

• account_typeenumобязательный

  Type of account the balance history belongs to. Use manual for manually-managed accounts, plaid for synced bank accounts, crypto_manual for manually-managed crypto, and deleted for accounts that no longer exist but still have history. Synced crypto uses the dedicated crypto_synced tools instead.

• balancesobject[]обязательный

  One or more monthly balance entries to create or update. If any entry fails validation the entire request is rejected and nothing is updated.

• amountnumberобязательный

  Budget amount.

• category_idnumberобязательный

  Category ID for the budget.

• currencystring

  Three-letter lowercase currency code (defaults to primary currency).

• notesstring

  Optional notes for the budget period.

• start_datestringобязательный

  Budget period start date in YYYY-MM-DD format. Must be a valid budget period start; if not, the API returns the previous and next valid start dates.

• account_idintegerобязательный

  Id of the synced crypto account.

• balancesobject[]обязательный

  One or more monthly balance entries to create or update. If any entry fails validation the entire request is rejected and nothing is updated.

• symbolstringобязательный

  Ticker symbol of the holding within the account (e.g. eth).