This server does not currently have a deployable release on Glama. Follow the repository's setup instructions to install and configure it for your MCP client, including any required credentials and local dependencies.
An MCP server that connects Claude (and other MCP clients) to your Monarch Money financial data. Query accounts, transactions, and budgets, or update transactions and budget amounts — all through natural language.
Tool | Description |
| List all linked financial accounts with balances and types |
| Query transactions with filters (limit, date range, search) |
| Get per-category budget vs. actual spending for a date range |
| List all transaction categories with IDs and group names |
| Set a monthly budget amount for a category |
| Update a transaction's category, merchant, notes, etc. |
Most read tools support a verbosity parameter (ultra-light, light, or standard) to control how much data is returned.
Related MCP server: monarch-mcp
Python 3.10+
A Monarch Money account
Claude Code or Claude Desktop (or any MCP client)
pip install git+https://github.com/ezra-quemuel/monarch-mcp.gitgit clone https://github.com/ezra-quemuel/monarch-mcp.git
cd monarch-mcp
pip install -e .Variable | Required | Description |
| Yes | Your Monarch Money email |
| Yes | Your Monarch Money password |
| No | TOTP secret for MFA (base32 string from authenticator setup) |
claude mcp add monarch-money \
-e MONARCH_EMAIL=your-email@example.com \
-e MONARCH_PASSWORD=your-password \
-e MONARCH_MFA_SECRET=your-totp-secret \
-- monarch-mcpAdd to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):
{
"mcpServers": {
"monarch-money": {
"command": "monarch-mcp",
"env": {
"MONARCH_EMAIL": "your-email@example.com",
"MONARCH_PASSWORD": "your-password",
"MONARCH_MFA_SECRET": "your-totp-secret"
}
}
}
}If you installed from source with a virtual environment, use the full path to the monarch-mcp binary (e.g., /path/to/monarch-mcp/.venv/bin/monarch-mcp).
gql must be pinned to <4.0The monarchmoney library depends on gql, but gql 4.0 changed the signature of execute_async in a breaking way. This project pins gql<4.0 in its dependencies to avoid this.
monarchmoney.com -> monarch.com)Monarch rebranded their API domain from api.monarchmoney.com to api.monarch.com. The monarchmoney library hasn't been updated yet. This server patches MonarchMoney.BASE_URL at runtime to fix this automatically — no manual action needed.
The monarchmoney library's GraphQL query for get_budgets references goals-related fields that no longer exist in the API schema. This server works around this by passing use_legacy_goals=False, use_v2_goals=False. If you still encounter errors, you may need to manually edit the installed monarchmoney library to remove the goals fields from the budget query. Look for the get_budgets query in monarchmoney/__init__.py or the relevant query file and remove the goals { ... } block.
Contributions are welcome! Please open an issue or pull request on GitHub.
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