Frequently Asked Questions

What is the MCP Server used for? The MCP Server is used to connect your Lunchmoney financial data with AI assistants like Claude, allowing you to ask questions about your spending, analyze your budget, and gain financial insights through natural conversation.

How does the MCP Server ensure my data privacy? The MCP Server runs locally on your machine, and your Lunchmoney API token remains secure on your device. Claude only accesses specific information requested by you, and all actions require your approval.

Can I use the MCP Server for business expense tracking? Yes, the MCP Server is ideal for businesses looking to monitor transactions, categorize expenses, and manage budgets efficiently through AI-driven queries.

What do I need to set up the MCP Server? You need Node.js installed on your computer, and you’ll need to configure your Lunchmoney API token in the Claude Desktop settings. Follow the installation instructions to get started.

Is the MCP Server compatible with other AI models? Yes, the MCP Server is designed to work with multiple AI models and applications, providing a standardized way to connect AI models to different data sources and tools.