Connect Claude & ChatGPT to Lunch Money

27 tools for Lunch Money

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• create_categoryChanges dataCreate a new category with a name, and optionally a description, is_income, exclude_from_budget or group_id to place it in a group.
• create_manual_accountChanges dataCreate a manually managed account with a name, type and starting balance, and optionally subtype, currency and institution_name.
• create_tagChanges dataCreate a new tag with a name and optional description and colors.
• create_transactionsChanges dataAdd one or more transactions. Each item in transactions needs a date and amount, and can include payee, category_id, tag_ids, notes and manual_account_id.
• delete_transactionDeletesPermanently delete one transaction by payment_id. This cannot be undone.
• get_budget_summaryGet the budget summary for a period from start_date to end_date, showing budgeted and actual amounts per category. Set include_totals for overall totals.
• get_categoryGet one category or category group by category_id.
• get_current_userGet the connected Lunch Money user and budget details, such as name, email, budget name and primary currency.
• get_manual_accountGet one manually managed account by account_id, including its balance and type.
• get_plaid_accountGet one Plaid-connected bank account by account_id.
• get_recurring_itemGet one recurring item by product_id (the recurring item ID).
• get_tagGet one tag by tag_id.
• get_transactionGet one transaction by payment_id (the transaction ID), including date, payee, amount, category, tags and notes.
• group_transactionsChanges dataCombine existing transactions (ids) into one grouped transaction with a date and payee, and optionally a category_id, tag_ids and notes.
• list_balance_historyGet balance history for all accounts, optionally between start_month and end_month.
• list_categoriesList all spending and income categories and category groups. Use this to find a category_id.
• list_manual_accountsList all manually managed accounts (cash, loans, property and others) with their balances. Use this to find a manual_account_id.
• list_plaid_accountsList all bank accounts connected through Plaid, with their balances and sync status.
• list_recurring_itemsList recurring items (subscriptions and regular bills), optionally for a period from start_date to end_date.
• list_tagsList all tags. Use this to find a tag_id.
• list_transactionsList transactions, filtered by start_date and end_date, category_id, tag_id, status, manual_account_id or plaid_account_id. Use limit and offset to page through results.
• set_budgetVisible to othersSet the budget amount for one category_id in the period that begins on start_date, with optional currency and notes.
• split_transactionChanges dataSplit one transaction by payment_id into several parts, given as child_transactions with their own amounts and categories.
• update_categoryChanges dataUpdate a category by category_id: rename it, change its description, group or budget settings, or archive it. Only the fields you pass change.
• update_manual_accountChanges dataUpdate a manually managed account by account_id: change its name, balance, status or other details. Only the fields you pass change.
• update_tagChanges dataUpdate a tag by tag_id: rename it, change its description or colors, or archive it.
• update_transactionChanges dataUpdate one transaction by payment_id: change date, payee, amount, category_id, tag_ids, notes or status (reviewed or unreviewed). Only the fields you pass change.

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