setup_authentication
Configure secure authentication for Monarch Money accounts using the MCP server to ensure protected access and data security.
Instructions
Get instructions for setting up secure authentication with Monarch Money.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Implementation Reference
- src/monarch_mcp_server/server.py:89-110 (handler)The main handler function for the 'setup_authentication' tool. It is decorated with @mcp.tool(), which handles both registration and execution. The function returns a multi-line string with setup instructions for authenticating with Monarch Money.@mcp.tool() def setup_authentication() -> str: """Get instructions for setting up secure authentication with Monarch Money.""" return """🔐 Monarch Money - One-Time Setup 1️⃣ Open Terminal and run: python login_setup.py 2️⃣ Enter your Monarch Money credentials when prompted • Email and password • 2FA code if you have MFA enabled 3️⃣ Session will be saved automatically and last for weeks 4️⃣ Start using Monarch tools in Claude Desktop: • get_accounts - View all accounts • get_transactions - Recent transactions • get_budgets - Budget information ✅ Session persists across Claude restarts ✅ No need to re-authenticate frequently ✅ All credentials stay secure in terminal"""