MonarchMoney MCP Server

# MonarchMoney MCP Example Queries Once you have the MCP server configured with Claude Desktop, you can ask natural language questions about your MonarchMoney data. Here are some examples: ## Account Balance Queries - "What's my current account balance across all accounts?" - "Show me my checking account balances" - "Which accounts have the highest balances?" - "What's my net worth right now?" ## Transaction Analysis - "Show me my spending on restaurants this month" - "What are my largest transactions from last week?" - "Find all transactions over $500 from last month" - "Show me grocery spending for the past 30 days" - "Which merchants do I spend the most money with?" ## Budget Analysis - "How am I doing against my budget this month?" - "Which categories am I overspending in?" - "Show me my budget vs actual spending by category" - "What's my biggest budget variance this month?" ## Investment and Net Worth - "What's my net worth trend over the last year?" - "Show me my investment performance over the past 6 months" - "How has my net worth changed since January?" ## Cashflow Analysis - "What's my monthly cashflow summary?" - "Show me my income vs expenses this month" - "What are my recurring income and expense patterns?" ## Category Insights - "List all my spending categories" - "What are my top 5 spending categories this month?" - "Show me uncategorized transactions" ## Date Range Queries - "Show me all transactions from January 1st to January 31st" - "What was my spending pattern during the holidays?" - "Compare my spending this month vs last month" ## Account-Specific Queries - "Show me all transactions from my Chase checking account" - "What's the balance history of my savings account?" - "Show me credit card transactions over $100" The MCP server will automatically authenticate with your MonarchMoney account using the credentials in your environment variables and fetch the requested data in real-time.