monarchmoney-node
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| MONARCH_TOKEN | Yes | Monarch Money authentication token obtained after login. Save mm.token from the library. |
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": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_accountsA | Get all linked bank, credit, investment, and manual accounts with current balances. |
| get_account_holdingsB | Get investment holdings (securities, stocks, ETFs) for a specific brokerage or investment account. |
| get_account_historyA | Get daily balance history for a specific account. |
| get_account_type_optionsA | Get all available account types and subtypes (useful when creating manual accounts). |
| get_recent_account_balancesB | Get daily account balances for a date range. Defaults to last 31 days. |
| get_aggregate_snapshotsA | Get daily aggregate net worth across all accounts over time. |
| get_institutionsA | Get linked financial institutions and their connection status. |
| get_budgetsB | Get budgets with actual spending amounts. Defaults to previous month through next month. |
| get_subscription_detailsA | Get Monarch Money subscription status (trial, premium, plan info). |
| get_transactionsA | Search and filter transactions with pagination. Returns up to |
| get_transactions_summaryA | Get aggregate transaction summary: totals, averages, counts, income, expenses. |
| get_transaction_detailsA | Get full details for a single transaction. |
| get_transaction_categoriesA | Get all transaction categories configured in the account. |
| get_transaction_category_groupsA | Get all category groups (e.g. Income, Food & Drink, Housing). |
| get_transaction_tagsA | Get all tags configured in the account. |
| get_cashflowA | Get cashflow data grouped by category, category group, and merchant. Defaults to current month. |
| get_cashflow_summaryB | Get cashflow summary: total income, expenses, savings, and savings rate. Defaults to current month. |
| get_recurring_transactionsB | Get upcoming recurring transactions (subscriptions, bills). Defaults to current month. |
| create_transactionC | Create a new transaction in a specific account. |
| update_transactionA | Update fields on an existing transaction. Only provided fields are changed. |
| delete_transactionB | Delete a transaction by ID. |
| create_manual_accountB | Create a new manual account (not linked to a bank). |
| update_accountB | Update an account's settings (name, balance, visibility, etc.). |
| delete_accountA | Delete an account by ID. This is irreversible. |
| refresh_accountsB | Trigger a refresh of account balances and transactions from linked institutions. Non-blocking. |
| is_refresh_completeB | Check whether a previously started account refresh has completed. |
| set_budget_amountB | Set or clear a budget amount for a category or category group. |
| create_transaction_tagB | Create a new tag for categorizing transactions. |
| set_transaction_tagsA | Set (replace) all tags on a transaction. |
| create_transaction_categoryB | Create a new transaction category within a category group. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 30 tools
Every tool targets a distinct resource and action. Even similar tools like get_transactions, get_transaction_details, and get_transactions_summary have clear differentiation in descriptions.
All tool names follow a consistent verb_noun pattern in snake_case, with standard CRUD verbs and a few specific verbs like refresh and is_refresh_complete.
30 tools is slightly above the typical 3-15 range, but the domain of personal finance management is broad and each tool serves a distinct purpose, justifying the count.
Core account and transaction operations are well-covered, but missing single account retrieval and update/delete operations for categories and tags create notable gaps.