Monarch Money MCP Server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Monarch Money MCP ServerShow me my account balances"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Monarch Money MCP Server
This project provides a Model Context Protocol (MCP) server for Monarch Money, allowing you to interact with your Monarch Money data using MCP-compatible clients (like Windsurf).
Features
Exposes Monarch Money API endpoints as MCP tools
Tools for accounts, budgets, and transactions
Input validation with Zod
Logging to
dist/mcp-startup.log
Related MCP server: Monarch Money MCP Server
Requirements
Node.js 18+
A Monarch Money API token (see here)
Setup
Clone the repository:
git clone git@github.com:mjstramel/monarch-money-mcp.git cd monarch-money-mcpInstall dependencies:
npm installSet your Monarch Money token:
export MONARCH_TOKEN=your_token_hereBuild and run:
npm run build npm start
Project Structure
src/index.ts— Main MCP server entry pointsrc/operations/monarch.ts— Monarch Money API wrappers and Zod schemas
Add to cursor
{
"mcpServers": {
"monarch-money": {
"command": "node",
"args": ["<path-to-mcp-server>/dist/index.js"],
"env": {
"MONARCH_TOKEN": "<YOUR_TOKEN>"
}
}
}
}Adding More Tools
To add more Monarch Money API endpoints, expand src/operations/monarch.ts and register new tools in src/index.ts.
License
Proprietary / Private
Maintenance
Resources
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