Lunch Money Desktop Extension

Manage your Lunch Money finances with AI assistance through Claude Desktop.

Overview

Connect Claude to your Lunch Money account to analyze spending patterns, manage budgets, track transactions, and get insights about your finances. This extension provides full access to Lunch Money's API, enabling you to manage categories, transactions, budgets, assets, and more through natural language commands.

What You Can Do

💰 Track Your Money

• View and analyze all your transactions
• Create and update transactions manually
• Organize transactions with tags and categories
• Track recurring expenses and subscriptions

📊 Manage Budgets

• Set up monthly budgets by category
• Monitor spending against budget limits
• Get budget summaries and insights
• Track spending trends over time

🏦 Manage Accounts & Assets

• Track manually-managed assets
• Monitor connected bank accounts (Plaid)
• Track cryptocurrency holdings
• Update asset values and balances

🗂️ Organize Finances

• Create and manage spending categories
• Group categories for better organization
• Tag transactions for detailed tracking
• Get insights about your spending patterns

Installation

Prerequisites

• Claude Desktop (or another MCP-compatible application)
• A Lunch Money account
• Your Lunch Money API token

Quick Start

1. Get your API token from Lunch Money Developer Settings
2. Download the latest lunchmoney.dxt file from the releases page
3. Double-click the .dxt file to install it in Claude Desktop
4. Enter your API token when prompted (stored securely)
5. Start chatting with Claude about your finances!

Example Commands

Ask Claude things like:

• "Show me my spending for last month"
• "What's my current budget status?"
• "Create a new transaction for $45 at the grocery store"
• "How much did I spend on dining out this year?"
• "Set a budget of $500 for groceries this month"
• "What are my recurring expenses?"
• "Show me all transactions tagged as 'vacation'"
• "Update my investment account balance"

Development

Building from Source

# Clone the repository
git clone https://github.com/akutishevsky/lunchmoney-dxt.git
cd lunchmoney-dxt

# Install dependencies
npm install

# Build the project
npm run build

# Package as DXT (requires @anthropic-ai/dxt CLI)
dxt pack

Project Structure

lunchmoney-dxt/
├── manifest.json       # DXT manifest configuration
├── package.json        # Node.js dependencies
├── tsconfig.json       # TypeScript configuration
├── src/               # TypeScript source files
│   ├── index.ts       # Main server entry point
│   ├── config.ts      # Configuration management
│   ├── types.ts       # TypeScript type definitions
│   └── tools/         # Tool implementations
└── server/            # Compiled JavaScript files

Security

• API tokens are stored securely using the operating system's credential storage
• All API communications use HTTPS
• The extension runs locally and does not send data to third parties

License

MIT License - see LICENSE file for details

Support

• Issues: GitHub Issues
• Lunch Money: lunchmoney.app