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MonarchMoney MCP Server

by keithah
MIT License
1
  • Apple
  • Linux
show-operations.js•3.66 kB
#!/usr/bin/env node // Script to show all available MonarchMoney MCP operations // Run this to see what you can ask Claude to do console.log('šŸ¦ MonarchMoney MCP Operations Available'); console.log('====================================='); console.log(''); const operations = [ // Accounts 'šŸ“Š ACCOUNTS', ' • Get all accounts (checking, savings, credit cards, investments)', ' • Get account by ID', ' • Get account balances', ' • Get account history (with date range)', ' • Get net worth history', ' • Create manual account', ' • Update account information', ' • Delete account', ' • Request account refresh', ' • Check if refresh is complete', '', // Transactions 'šŸ’³ TRANSACTIONS', ' • Get transactions (with filtering: dates, accounts, categories, search)', ' • Get transaction details', ' • Create new transaction', ' • Update transaction', ' • Delete transaction', ' • Get transactions summary', ' • Get transaction splits', ' • Update transaction splits', ' • Get/create/update/delete transaction rules', ' • Get/create/update/delete transaction categories', ' • Get/create/set transaction tags', ' • Get merchant information', ' • Get recurring transactions', ' • Bulk update/hide/unhide transactions', '', // Budgets 'šŸ’° BUDGETS', ' • Get budget information', ' • Set budget amounts', ' • Get/create/update/delete goals', ' • Get cash flow data', ' • Get cash flow summary', ' • Get bills', '', // Categories 'šŸ·ļø CATEGORIES', ' • Get all categories', ' • Get category by ID', ' • Create/update/delete categories', ' • Get category groups', ' • Get/create/update/delete tags', ' • Add/remove tags from transactions', '', // Cash Flow 'šŸ’ø CASH FLOW', ' • Get current month dates', ' • Get cash flow data', ' • Get cash flow summary', '', // Recurring 'šŸ”„ RECURRING', ' • Get recurring income/expense streams', ' • Get upcoming recurring items', ' • Mark streams as not recurring', '', // Institutions 'šŸ›ļø INSTITUTIONS', ' • Get financial institutions', ' • Get institution settings', '', // Insights 'šŸ“ˆ INSIGHTS', ' • Get insights', ' • Get net worth history (with date range)', ' • Get credit score', ' • Get notifications', ' • Get subscription details', ' • Dismiss insights', '', // Client Operations 'āš™ļø CLIENT', ' • Get user profile (get_me)', ' • Session management', ' • Cache operations', ' • Version info' ]; operations.forEach(op => console.log(op)); console.log(''); console.log('šŸŽÆ EXAMPLE QUERIES YOU CAN ASK CLAUDE:'); console.log('====================================='); console.log(''); console.log('• "Show me all my account balances"'); console.log('• "What transactions did I have this month?"'); console.log('• "Get my spending by category for the last 30 days"'); console.log('• "What\'s my net worth trend over the last year?"'); console.log('• "Show me all transactions over $500 from last week"'); console.log('• "What are my recurring expenses?"'); console.log('• "Get my budget status for this month"'); console.log('• "Show me my cash flow summary"'); console.log('• "What categories am I overspending in?"'); console.log('• "Get my credit score"'); console.log(''); console.log('✨ The extension is fully functional despite the UI connection warning!'); console.log(' Just ask Claude natural language questions about your finances.');

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