Schema | monarch-mcp2

monarch-mcp2

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Server Configuration

Describes the environment variables required to run the server.

Name	Required	Description	Default
`MONARCH_CONFIG_DIR`	No	Directory for Monarch config files. Changes the default config directory.
`MONARCH_SESSION_PATH`	No	Path to the Monarch session file. Default is ~/.config/monarch/session.json

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
auth_create_sessionC	Create session. This may create or update Monarch data.
auth_save_sessionC	Save session. This may create or update Monarch data.
auth_load_sessionC	Load session.
accounts_list_accountsC	List accounts.
accounts_get_accountC	Get account.
accounts_get_net_worth_performanceC	Get net worth performance.
accounts_get_net_worth_breakdownC	Get net worth breakdown.
accounts_get_historical_balancesD	Get historical balances.
accounts_get_account_historyD	Get account history.
accounts_create_manual_accountC	Create manual account. This may create or update Monarch data.
accounts_update_accountC	Update account. This may create or update Monarch data.
accounts_delete_accountB	Delete account. This may delete, clear, reset, or otherwise remove data.
tags_list_tagsC	List tags.
tags_get_tagC	Get tag.
tags_create_tagC	Create tag. This may create or update Monarch data.
tags_update_tagC	Update tag. This may create or update Monarch data.
tags_delete_tagC	Delete tag. This may delete, clear, reset, or otherwise remove data.
tags_reorder_tagC	Reorder tag. This may create or update Monarch data.
categories_list_categoriesB	List categories.
categories_list_category_groupsC	List category groups.
categories_get_category_catalogC	Get category catalog.
categories_get_category_groupB	Get category group.
categories_get_categoryC	Get category.
categories_create_categoryC	Create category. This may create or update Monarch data.
categories_update_categoryC	Update category. This may create or update Monarch data.
categories_remove_categoryC	Remove category. This may delete, clear, reset, or otherwise remove data.
categories_reactivate_categoryB	Reactivate category. This may create or update Monarch data.
categories_reorder_categoryC	Reorder category. This may create or update Monarch data.
categories_create_category_groupB	Create category group. This may create or update Monarch data.
categories_update_category_groupC	Update category group. This may create or update Monarch data.
categories_delete_category_groupC	Delete category group. This may delete, clear, reset, or otherwise remove data.
categories_reorder_category_groupC	Reorder category group. This may create or update Monarch data.
cashflow_get_cashflow_summaryC	Get cashflow summary.
cashflow_get_cashflow_trendsC	Get cashflow trends.
cashflow_get_cashflow_breakdownD	Get cashflow breakdown.
merchants_list_merchantsC	List merchants.
merchants_get_merchantC	Get merchant.
merchants_update_merchantC	Update merchant. This may create or update Monarch data.
merchants_delete_merchantC	Delete merchant. This may delete, clear, reset, or otherwise remove data.
household_get_current_userD	Get current user.
household_get_householdD	Get household.
household_get_household_memberC	Get household member.
household_get_household_preferencesC	Get household preferences.
household_list_household_membersC	List household members.
household_update_current_userC	Update current user. This may create or update Monarch data.
household_update_household_preferencesC	Update household preferences. This may create or update Monarch data.
recurring_list_recurring_streamsC	List recurring streams.
recurring_get_recurring_streamC	Get recurring stream.
recurring_list_recurring_occurrencesD	List recurring occurrences.
recurring_get_recurring_summaryD	Get recurring summary.
recurring_create_recurring_streamC	Create recurring stream. This may create or update Monarch data.
recurring_update_recurring_streamC	Update recurring stream. This may create or update Monarch data.
recurring_remove_recurring_streamC	Remove recurring stream. This may delete, clear, reset, or otherwise remove data.
investments_list_investment_accountsC	List investment accounts.
investments_list_holdingsC	List holdings.
investments_get_holdingD	Get holding.
investments_get_holding_performanceC	Get holding performance.
investments_get_portfolioD	Get portfolio.
investments_get_securityD	Get security.
investments_search_securitiesC	Search securities.
investments_create_manual_holdingC	Create manual holding. This may create or update Monarch data.
investments_update_manual_holdingC	Update manual holding. This may create or update Monarch data.
investments_delete_manual_holdingC	Delete manual holding. This may delete, clear, reset, or otherwise remove data.
reports_get_report_dataD	Get report data.
reports_list_saved_reportsC	List saved reports.
reports_get_saved_reportC	Get saved report.
reports_create_saved_reportC	Create saved report. This may create or update Monarch data.
reports_update_saved_reportC	Update saved report. This may create or update Monarch data.
reports_delete_saved_reportC	Delete saved report. This may delete, clear, reset, or otherwise remove data.
goals_list_goalsC	List goals.
goals_get_goalD	Get goal.
goals_create_goalC	Create goal. This may create or update Monarch data.
goals_update_goalC	Update goal. This may create or update Monarch data.
goals_delete_goalC	Delete goal. This may delete, clear, reset, or otherwise remove data.
goals_archive_goalC	Archive goal. This may create or update Monarch data.
goals_restore_goalB	Restore goal. This may create or update Monarch data.
goals_update_goal_prioritiesC	Update goal priorities. This may create or update Monarch data.
goals_link_goal_account_balanceC	Link goal account balance. This may create or update Monarch data.
goals_unlink_goal_accountC	Unlink goal account. This may create or update Monarch data.
goals_list_goal_eventsC	List goal events.
goals_contribute_to_goalC	Contribute to goal. This may create or update Monarch data.
goals_withdraw_from_goalC	Withdraw from goal. This may create or update Monarch data.
goals_update_goal_eventB	Update goal event. This may create or update Monarch data.
goals_delete_goal_eventC	Delete goal event. This may delete, clear, reset, or otherwise remove data.
goals_get_goal_budget_amountsD	Get goal budget amounts.
goals_set_goal_budget_amountB	Set goal budget amount. This may create or update Monarch data.
budget_get_budgetD	Get budget.
budget_list_budget_monthsC	List budget months.
budget_get_budget_settingsB	Get budget settings.
budget_get_budget_categoryC	Get budget category.
budget_get_flex_rollover_settingsB	Get flex rollover settings.
budget_set_budget_amountC	Set budget amount. This may create or update Monarch data.
budget_set_budget_group_amountC	Set budget group amount. This may create or update Monarch data.
budget_set_flex_budget_amountC	Set flex budget amount. This may create or update Monarch data.
budget_set_budget_category_variabilityC	Set budget category variability. This may create or update Monarch data.
budget_set_budget_group_variabilityC	Set budget group variability. This may create or update Monarch data.
budget_set_budget_category_rolloverC	Set budget category rollover. This may create or update Monarch data.
budget_set_budget_group_rolloverC	Set budget group rollover. This may create or update Monarch data.
budget_set_flex_rollover_settingsC	Set flex rollover settings. This may create or update Monarch data.
budget_reset_budget_rolloverC	Reset budget rollover. This may delete, clear, reset, or otherwise remove data.
budget_create_budgetC	Create budget. This may create or update Monarch data.
budget_reset_budgetD	Reset budget. This may delete, clear, reset, or otherwise remove data.
budget_clear_budgetC	Clear budget. This may delete, clear, reset, or otherwise remove data.
transactions_list_transactionsD	List transactions.
transactions_get_transactionC	Get transaction.
transactions_create_transactionC	Create transaction. This may create or update Monarch data.
transactions_update_transactionC	Update transaction. This may create or update Monarch data.
transactions_delete_transactionC	Delete transaction. This may delete, clear, reset, or otherwise remove data.
transactions_get_transaction_splitsC	Get transaction splits.
transactions_update_transaction_splitsC	Update transaction splits. This may create or update Monarch data.
transactions_unsplit_transactionD	Unsplit transaction. This may create or update Monarch data.
transactions_list_transaction_attachmentsC	List transaction attachments.
transactions_get_transaction_attachmentC	Get transaction attachment.
transactions_upload_transaction_attachmentB	Upload transaction attachment. This may create or update Monarch data.
transactions_download_transaction_attachmentC	Download transaction attachment.
transactions_delete_transaction_attachmentB	Delete transaction attachment. This may delete, clear, reset, or otherwise remove data.
receipts_list_receiptsA	List uploaded and emailed receipts, optionally filtered by source or status.
receipts_get_receiptC	Get receipt.
receipts_upload_receiptC	Upload receipt. This may create or update Monarch data.
receipts_delete_receiptC	Delete receipt. This may delete, clear, reset, or otherwise remove data.
receipts_match_receiptC	Match receipt. This may create or update Monarch data.
receipts_unmatch_receiptB	Unmatch receipt. This may create or update Monarch data.
receipts_update_receiptC	Update receipt. This may create or update Monarch data.
receipts_get_receipt_settingsC	Get receipt settings.
receipts_update_receipt_settingsC	Update receipt settings. This may create or update Monarch data.

Prompts

Interactive templates invoked by user choice

Name	Description
No prompts

Resources

Contextual data attached and managed by the client

Name	Description
No resources

Deploy Server

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TDQS

C2.5/5.0

Scored 2026-09-09 18:35 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

Resources

GitHub Repository

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