Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| MONARCH_TOKEN | Yes | Your Monarch Money authentication token |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_accounts | Get all financial accounts from Monarch Money |
| get_account_balance | Get the current balance for a specific account |
| get_transactions | Get recent transactions, optionally filtered by account, date range, or amount |
| get_spending_by_category | Get spending breakdown by category for a specific time period |
| get_budget_summary | Get current budget summary showing planned vs actual spending |
| search_transactions | Search transactions by description, merchant, or amount |
| get_net_worth | Get current net worth and assets/liabilities breakdown |
| get_monthly_summary | Get monthly financial summary including income, expenses, and savings |
| get_categories | Get all transaction categories available in Monarch Money |
| get_account_snapshots | Get balance history for a specific account over time |
| get_portfolio | Get current investment portfolio summary, including holdings and performance |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |