Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| setup_authentication | Get instructions for setting up secure authentication with Monarch Money. |
| check_auth_status | Check if already authenticated with Monarch Money. |
| debug_session_loading | Debug session loading issues. |
| get_accounts | Get all financial accounts from Monarch Money. |
| get_transactions | Get transactions from Monarch Money.
Args:
limit: Number of transactions to retrieve (default: 100)
offset: Number of transactions to skip (default: 0)
start_date: Start date in YYYY-MM-DD format
end_date: End date in YYYY-MM-DD format
account_id: Specific account ID to filter by |
| get_budgets | Get budget information from Monarch Money. |
| get_cashflow | Get cashflow analysis from Monarch Money.
Args:
start_date: Start date in YYYY-MM-DD format
end_date: End date in YYYY-MM-DD format |
| get_account_holdings | Get investment holdings for a specific account.
Args:
account_id: The ID of the investment account |
| create_transaction | Create a new transaction in Monarch Money.
Args:
account_id: The account ID to add the transaction to
amount: Transaction amount (positive for income, negative for expenses)
description: Transaction description
date: Transaction date in YYYY-MM-DD format
category_id: Optional category ID
merchant_name: Optional merchant name |
| update_transaction | Update an existing transaction in Monarch Money.
Args:
transaction_id: The ID of the transaction to update
amount: New transaction amount
description: New transaction description
category_id: New category ID
date: New transaction date in YYYY-MM-DD format |
| refresh_accounts | Request account data refresh from financial institutions. |