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erikrubstein

monarch-mcp2

by erikrubstein
OverviewSchemaRelated ServersScoreDiscussions
Python
Remote

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
MONARCH_CONFIG_DIRNoDirectory for Monarch config files. Changes the default config directory.
MONARCH_SESSION_PATHNoPath to the Monarch session file. Default is ~/.config/monarch/session.json

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
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.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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