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Glama
robcerda

monarch-mcp-server

by robcerda
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Hybrid

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

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

Server capabilities have not been inspected yet.

Tools

Functions exposed to the LLM to take actions

NameDescription
setup_authenticationB

Get instructions for setting up secure authentication with Monarch Money.

check_auth_statusB

Check if already authenticated with Monarch Money.

debug_session_loadingC

Debug session loading issues.

get_accountsB

Get all financial accounts from Monarch Money.

get_transactionsB
Get transactions from Monarch Money.

Args:
    limit: Number of transactions to retrieve (default: 100)
    offset: Number of transactions to skip (default: 0)
    start_date: Start date in YYYY-MM-DD format
    end_date: End date in YYYY-MM-DD format
    account_id: Specific account ID to filter by
get_budgetsB

Get budget information from Monarch Money.

get_cashflowB
Get cashflow analysis from Monarch Money.

Args:
    start_date: Start date in YYYY-MM-DD format
    end_date: End date in YYYY-MM-DD format
get_account_holdingsC
Get investment holdings for a specific account.

Args:
    account_id: The ID of the investment account
create_transactionB
Create a new transaction in Monarch Money.

Args:
    account_id: The account ID to add the transaction to
    amount: Transaction amount (positive for income, negative for expenses)
    description: Transaction description
    date: Transaction date in YYYY-MM-DD format
    category_id: Optional category ID
    merchant_name: Optional merchant name
update_transactionA
Update an existing transaction in Monarch Money.

Args:
    transaction_id: The ID of the transaction to update
    amount: New transaction amount
    description: New transaction description
    category_id: New category ID
    date: New transaction date in YYYY-MM-DD format
refresh_accountsB

Request account data refresh from financial institutions.

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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TDQS

B3.3/5.0

Scored across 11 tools

Disambiguation4/5

Tools are mostly distinct: transactions, accounts, budgets, cashflow, and holdings each target different resources. However, get_accounts and get_account_holdings could be confused despite the holding-specific focus, and debug_session_loading is vaguely defined and might overlap with auth-status checks.

Naming Consistency4/5

The majority follow a consistent verb_noun pattern (get_, create_, update_, refresh_), but debug_session_loading breaks the convention (noun-based) and setup_authentication/check_auth_status use a slightly different style, causing minor inconsistency.

Tool Count5/5

Eleven tools is well-scoped for a personal finance integration. Each tool covers a distinct aspect (read accounts, budgets, cashflow, transactions, holdings, write transactions, auth, refresh) without unnecessary redundancy, making the set feel complete yet focused.

Completeness4/5

The surface covers core finance operations: listing accounts, budgets, cashflow, transactions, and holdings, plus create/update for transactions and refresh. Missing delete_transaction is a minor gap, and there's no tool for managing categories or accounts directly, but the primary workflows are covered.

Maintenance

ActivityActive
ResponsivenessSlow

Resources