monarch-mcp-server

MIT License

Overview InspectNew Schema Related Servers Reviews Score

get_account_holdings

Retrieve detailed investment holdings for a specific account using the account ID. Ideal for tracking and analyzing portfolio data within the Monarch Money ecosystem.

Instructions

Get investment holdings for a specific account.

Args:
    account_id: The ID of the investment account

Input Schema

Name	Required	Description	Default
`account_id`	Yes

Input Schema (JSON Schema)

{
  "properties": {
    "account_id": {
      "title": "Account Id",
      "type": "string"
    }
  },
  "required": [
    "account_id"
  ],
  "title": "get_account_holdingsArguments",
  "type": "object"
}

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