monarch-mcp-server

#!/usr/bin/env python3 """ Standalone script to perform interactive Monarch Money login with MFA support. Run this script to authenticate and save a session file that the MCP server can use. """ import asyncio import os import getpass import shutil import inspect import traceback import sys from pathlib import Path # Add the src directory to the Python path for imports src_path = Path(__file__).parent / "src" sys.path.insert(0, str(src_path)) from monarchmoney import MonarchMoney, RequireMFAException from dotenv import load_dotenv from monarch_mcp_server.secure_session import secure_session async def main(): load_dotenv() print("\n🏦 Monarch Money - Claude Desktop Setup") print("=" * 45) print("This will authenticate you once and save a session") print("for seamless access through Claude Desktop.\n") # Check the version first try: import monarchmoney print(f"📦 MonarchMoney version: {getattr(monarchmoney, '__version__', 'unknown')}") except Exception as e: print(f"⚠️ Could not check version: {e}") mm = MonarchMoney() try: # Clear any existing sessions (both old pickle files and keyring) secure_session.delete_token() print("🗑️ Cleared existing secure sessions") # Ask about MFA setup print("\n🔐 Security Check:") has_mfa = input("Do you have MFA (Multi-Factor Authentication) enabled on your Monarch Money account? (y/n): ").strip().lower() if has_mfa not in ['y', 'yes']: print("\n⚠️ SECURITY RECOMMENDATION:") print("=" * 50) print("You should enable MFA for your Monarch Money account.") print("MFA adds an extra layer of security to protect your financial data.") print("\nTo enable MFA:") print("1. Log into Monarch Money at https://monarchmoney.com") print("2. Go to Settings → Security") print("3. Enable Two-Factor Authentication") print("4. Follow the setup instructions\n") proceed = input("Continue with login anyway? (y/n): ").strip().lower() if proceed not in ['y', 'yes']: print("Login cancelled. Please set up MFA and try again.") return print("\nStarting login...") email = input("Email: ") password = getpass.getpass("Password: ") # Try login without MFA first try: await mm.login(email, password, use_saved_session=False, save_session=True) print("✅ Login successful!") except RequireMFAException: print("🔐 MFA code required") mfa_code = input("Two Factor Code: ") # Use the same instance for MFA await mm.multi_factor_authenticate(email, password, mfa_code) print("✅ MFA authentication successful") mm.save_session() # Manually save the session # Test the connection first print("\nTesting connection...") try: # Try a simple test call that should work print("Calling get_accounts()...") accounts = await mm.get_accounts() print(f"Response received: {type(accounts)}") if accounts and isinstance(accounts, dict): account_count = len(accounts.get("accounts", [])) print(f"✅ Found {account_count} accounts") else: print("❌ No accounts data returned or unexpected format") print(f"Response type: {type(accounts)}") print(f"Response content: {accounts}") return except Exception as test_error: print(f"❌ Connection test failed: {test_error}") print(f"Error type: {type(test_error)}") # Check if it's a session issue if "session" in str(test_error).lower() or "expired" in str(test_error).lower(): print("Session may be expired. Clearing old session and trying fresh login...") # Clear old session and try fresh login if os.path.exists(".mm"): shutil.rmtree(".mm") print("🗑️ Cleared expired session files") # Try fresh login mm_fresh = MonarchMoney() try: await mm_fresh.login(email, password) print("✅ Fresh login successful (no MFA required)") mm = mm_fresh # Test connection again accounts = await mm.get_accounts() if accounts and isinstance(accounts, dict): account_count = len(accounts.get("accounts", [])) print(f"✅ Found {account_count} accounts") except RequireMFAException: print("🔐 MFA required for fresh login") mfa_code = input("Two Factor Code: ") mm_mfa_fresh = MonarchMoney() await mm_mfa_fresh.multi_factor_authenticate(email, password, mfa_code) print("✅ Fresh MFA authentication successful") mm = mm_mfa_fresh # Test connection again accounts = await mm.get_accounts() if accounts and isinstance(accounts, dict): account_count = len(accounts.get("accounts", [])) print(f"✅ Found {account_count} accounts") else: print("This appears to be an API compatibility issue.") print("The MonarchMoney library API may have changed.") print("Try updating the library: pip install --upgrade monarchmoney") return # Save session securely to keyring try: print(f"\n🔐 Saving session securely to system keyring...") secure_session.save_authenticated_session(mm) print(f"✅ Session saved securely to keyring!") except Exception as save_error: print(f"❌ Could not save session to keyring: {save_error}") print("You may need to run the login again.") print("\n🎉 Setup complete! You can now use these tools in Claude Desktop:") print(" • get_accounts - View all your accounts") print(" • get_transactions - Recent transactions") print(" • get_budgets - Budget information") print(" • get_cashflow - Income/expense analysis") print("\n💡 Session will persist across Claude restarts!") except Exception as e: print(f"\n❌ Login failed: {e}") print("\nPlease check your credentials and try again.") print(f"Error type: {type(e)}") if __name__ == "__main__": asyncio.run(main())