create_transaction

Add a new transaction to a specified account in Monarch Money, including amount, description, date, and optional details like category and merchant name.

Instructions

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

Input Schema

Name	Required	Description	Default
`account_id`	Yes
`amount`	Yes
`category_id`	No
`date`	Yes
`description`	Yes
`merchant_name`	No

Input Schema (JSON Schema)

{
  "properties": {
    "account_id": {
      "title": "Account Id",
      "type": "string"
    },
    "amount": {
      "title": "Amount",
      "type": "number"
    },
    "category_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Category Id"
    },
    "date": {
      "title": "Date",
      "type": "string"
    },
    "description": {
      "title": "Description",
      "type": "string"
    },
    "merchant_name": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Merchant Name"
    }
  },
  "required": [
    "account_id",
    "amount",
    "description",
    "date"
  ],
  "title": "create_transactionArguments",
  "type": "object"
}

monarch-mcp-server

create_transaction

Instructions

Input Schema

Input Schema (JSON Schema)

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