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robcerda

monarch-mcp-server

by robcerda
OverviewSchemaRelated ServersScoreDiscussions
Python
Hybrid

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

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_transaction
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_accounts

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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