create_tag

Instructions

Implementation Reference

• src/monarch_mcp/server.py:140-144 (handler)

  The handler function for the 'create_tag' tool. It is decorated with @mcp.tool() to register it as an MCP tool, accepts 'name' (str) and 'color' (str) parameters, obtains an authenticated MonarchMoney client, and delegates to the upstream library's create_transaction_tag method.

  @mcp.tool()
  async def create_tag(name: str, color: str) -> dict[str, Any]:
      """Create a new tag. Color is a hex string like '#ff0000'."""
      client = await _get_client()
      return await client.create_transaction_tag(name=name, color=color)

• src/monarch_mcp/server.py:140-141 (registration)

  The @mcp.tool() decorator on line 140 registers 'create_tag' as a tool in the FastMCP server instance (line 31: mcp = FastMCP('monarch-mcp')).

  @mcp.tool()
  async def create_tag(name: str, color: str) -> dict[str, Any]:

• src/monarch_mcp/server.py:141-141 (schema)

  Input schema: the tool accepts two string parameters: 'name' (the tag name) and 'color' (a hex color string like '#ff0000'). Return type is dict[str, Any].

  async def create_tag(name: str, color: str) -> dict[str, Any]:

• src/monarch_mcp/server.py:37-69 (helper)

  Helper function that returns an authenticated MonarchMoney client instance, used by the create_tag handler to make the API call.

  async def _get_client() -> MonarchMoney:
      """Return a logged-in MonarchMoney client, reusing the session pickle."""
      global _client
      if _client is not None:
          return _client
      async with _login_lock:
          if _client is not None:
              return _client
          SESSION_DIR.mkdir(parents=True, exist_ok=True)
          client = MonarchMoney(session_file=str(SESSION_FILE))
          if SESSION_FILE.exists():
              try:
                  client.load_session(str(SESSION_FILE))
                  _client = client
                  return _client
              except Exception:
                  pass  # fall through to fresh login
          email, password, mfa_secret = auth.require_login_credentials()
          try:
              await client.login(
                  email=email,
                  password=password,
                  use_saved_session=False,
                  save_session=True,
                  mfa_secret_key=mfa_secret,
              )
          except RequireMFAException as exc:
              raise RuntimeError(
                  "Monarch requires MFA but no TOTP secret is stored. "
                  "Re-run `monarch-mcp-setup set` and provide the MFA secret."
              ) from exc
          _client = client
          return _client