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erikrubstein

monarch-mcp2

by erikrubstein

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      An MCP server that integrates with Monarch Money to provide financial data access and operations, including account management, transaction filtering, budget analysis, and goal tracking through natural language.
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    • A
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      MCP server providing 30 tools to access and manage Monarch Money financial data, including accounts, transactions, budgets, and more, enabling AI assistants to interact with personal finances.
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    TDQS

    C2.5/5.0

    Scored across 125 tools

    Disambiguation5/5

    Every tool is namespaced by a clear resource prefix such as transactions_, budget_, goals_, or receipts_, and each pairs it with a specific verb/object. Overlapping domains are rare, and even within large domains each tool addresses a distinct action such as contribute vs. withdraw or match vs. unmatch.

    Naming Consistency5/5

    The server uniformly follows a snake_case {domain}_{verb}_{object} naming pattern. List/get/create/update/delete are applied consistently across resources, with only intentional variations like reorder, archive, reactivate, or match that still fit the same convention.

    Tool Count1/5

    With 125 tools, this is an extreme mismatch for MCP server scope. Even though the financial domain is broad, the enormous surface forces agents to scan a massive tool list and significantly raises the risk of mis-selection.

    Completeness5/5

    The tool surface covers the Monarch Money domain comprehensively, including accounts, transactions with splits and attachments, receipts, budget, goals, investments, recurring streams, reports, categories, tags, merchants, cashflow, and household data. Each major area has read/create/update/delete or equivalent lifecycle operations, so obvious dead ends are hard to find.

    Maintenance

    ActivityMaintained
    ResponsivenessNo issues