Hey 👋

Hope you’re all having a great weekend!

It’s been an eventful few weeks. My 7-month-old son started eating solids, the weather is back to negative numbers in London, and we’re nearly at 300 active users in Lunch Flow (pinch me please!).

The mission remains to enable everyone to more easily access their personal data in the tools they love, which is why I’m super excited for the updates I’ll share today!

MCP Integration 🤖

You can now connect your favorite AI tools to Lunch Flow (Claude, ChatGPT, Cursor, whatever…) via a one-click install, powered by our Smithery MCP 🎉

It’s fair to say that we all use an AI chat app for many tasks in our lives, and if you ever wished that you could ask AI questions about your finances, it’s now a few clicks away! You can now ask it questions like:

• "What are my connected bank accounts?"

• "Show me my transactions from last week"

• "What's my current checking account balance?"

• "How much did I spend on groceries this month?"

• "Compare my spending between Chase and Wells Fargo"

This is only scratching the surface, looking forward to what you all come up with! Feedback is welcome as always 😀

New Documentation Site 📖

I’d love to make Lunch Flow as accessible as possible for everyone, but open banking has a lot of nuances, and so does every tool we connect to. To ensure you’re set up for success, I invested a lot into rebuilding our documentation site, to capture all of the key feedback and questions we get and highlight relevant feature requests in context too.

The chatbot is also trained on all this documentation, so it can now respond more accurately to questions. Feel free to give it a try!

I’m working on setting up a feedback loop where all conversations and feedback flow into the website as well. I’m finding this is crucial to keep the support ticket volume in check as we grow 😀 So I can get more time to bring you even more features!

Aside from these big updates, as always, there are a ton of fixes and improvements made to the website. Here’re a few:

Improvements

• Added a deduplication tab for GoCardless accounts to filter out duplicate transactions.

• Improved internal admin dashboard and support process to enable faster responses and follow-up on issues.

• Made a couple of improvements to the dashboard UI (Can you spot them? 😀)

• Improve account selection UI in Lunch Money

Fixes

• Fixed an issue where Lunch Money accounts weren’t loading.

• Ensured transaction IDs are unique per account for Google Sheets

• Escape HTML characters in Lunch Money budget and asset names

What’s next?

Lots of potential next tasks, the question is always about what to take on first, here’re a few ideas based on your feedback:

• I’m working very closely with a couple of the apps we integrate with to better streamline the Lunch Flow integration. I’d love for Lunch Flow to be the de facto banking integration that people build on, and I recognise that for that to happen, the experience should be seamless both for app developers and end users. Stay tuned for that!

• Syncing pending transactions is our top-voted feature request, and I hear you :) Looking forward to learning about even more inconsistencies between how different banks and regions handle transaction data 😅

• So many people have been reaching out about different sources for their bank transactions, be it email, pdf statements, or SMS. Offering an import API that allows people to connect their own sources and leverage the sync and enrichment features that Lunch Flow offers opens up a ton of possibilities!

And so much more …

As always, if you have any feedback or questions, I’m only a message away 😀

Enjoy your weekend!