monarch-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_transactionsA | List transactions with optional filters. Dates are ISO YYYY-MM-DD. Use list_categories / list_tags / list_accounts to discover the IDs needed for the *_ids filter arguments. |
| get_transactionA | Return full detail for a single transaction (includes splits, tags, attachments). |
| get_transactions_summaryB | Aggregate stats (count, sum, average, max) across all transactions. |
| list_tagsA | List all transaction tags. |
| create_tagA | Create a new tag. Color is a hex string like '#ff0000'. |
| set_transaction_tagsB | Replace the set of tags on a transaction with the given tag IDs. |
| list_categoriesA | List all transaction categories. |
| list_category_groupsA | List all category groups (the parent groupings for categories). |
| create_categoryC | Create a new category under the given group. |
| delete_categoryB | Delete a category by ID. |
| list_accountsA | List all configured accounts with current balances and metadata. |
| get_net_worth_historyA | Daily net-worth snapshots aggregated across all accounts. Optional account_type filters to a single type (e.g. 'brokerage'). Dates are ISO YYYY-MM-DD. |
| get_net_worth_by_typeC | Net worth broken down by account type. Timeframe: 'month' or 'year'. |
| get_account_historyB | Historical balance snapshots for a single account. |
| get_cash_flowB | Cash flow aggregated by category, group, and merchant for the date range. |
| get_cash_flow_summaryA | Top-line cash flow numbers only (income, expense, savings). |
| get_budgetsC | Budget plan vs. actuals for the date range. Includes v2 goals when present. |
| set_budgetA | Set a budget amount. Provide exactly one of category_id or category_group_id. timeframe: 'month' or 'year'. apply_to_future propagates the change forward. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 18 tools
Each tool targets a distinct financial entity or operation (e.g., categories, tags, budgets, transactions, cash flow, net worth). No two tools have overlapping functionality; even related tools like get_cash_flow and get_cash_flow_summary are clearly differentiated by detail level.
All tool names follow a consistent verb_noun pattern using snake_case (e.g., create_category, get_budgets, list_transactions). Verbs are uniformly chosen (create, delete, get, list, set) and nouns are plural or singular as appropriate.
18 tools cover the major areas of personal finance management (accounts, transactions, categories, tags, budgets, cash flow, net worth) without being overwhelming. The count is within the optimal 3-15 range, though slightly above, but still well-scoped for the domain.
The tool surface has significant gaps: no update or delete for transactions, no delete for tags, no update for categories or tags. While core reads and some writes exist, essential lifecycle operations (especially delete and update for transactions) are missing, limiting agent workflows.