SheetLink MCP Server

Connect Claude to your bank transactions via SheetLink.

What it does

Exposes three tools to Claude:

• list_accounts — lists your connected bank accounts
• list_transactions — fetches transactions with optional date, account, and category filters
• get_spending_summary — aggregates spending by category or merchant for a date range

Requirements

• SheetLink MAX tier (for API key access)
• Node.js 18+

Setup

1. Get your API key

Log in to sheetlink.app/dashboard/api-keys and create an API key.

2. Configure Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "sheetlink": {
      "command": "npx",
      "args": ["-y", "@sheetlink/mcp"],
      "env": {
        "SHEETLINK_API_KEY": "sl_your_api_key_here"
      }
    }
  }
}

3. Restart Claude Desktop

That's it. Ask Claude things like:

• "What did I spend on restaurants last month?"
• "Show me my top spending categories for Q1"
• "List all transactions over $100 from Chase this week"
• "Build me a P&L for March using my bank data"

Tools

list_accounts

Lists all connected bank accounts with institution name and last sync time.

list_transactions

Parameter	Type	Description
item_id	string	Filter to a specific bank (from list_accounts)
start_date	string	YYYY-MM-DD
end_date	string	YYYY-MM-DD
category	string	Partial match on Plaid category (e.g. FOOD_AND_DRINK)
limit	number	Max results (default 100)

get_spending_summary

Parameter	Type	Description
item_id	string	Limit to one bank
start_date	string	YYYY-MM-DD
end_date	string	YYYY-MM-DD
group_by	category | merchant	Default: category

Development

npm install
npm run build
SHEETLINK_API_KEY=sl_your_key node dist/index.js