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monarch-mcp-server

MIT License

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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.

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