monarch-mcp-server

Instructions

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

Implementation Reference

• src/monarch_mcp_server/server.py:332-377 (handler)

  The create_transaction tool handler decorated with @mcp.tool(). It handles input parameters, authenticates with MonarchMoney client, prepares transaction data, and calls the client's create_transaction method via an async wrapper.

  @mcp.tool()
  def create_transaction(
      account_id: str,
      amount: float,
      description: str,
      date: str,
      category_id: Optional[str] = None,
      merchant_name: Optional[str] = None,
  ) -> str:
      """
      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
      """
      try:
  
          async def _create_transaction():
              client = await get_monarch_client()
  
              transaction_data = {
                  "account_id": account_id,
                  "amount": amount,
                  "description": description,
                  "date": date,
              }
  
              if category_id:
                  transaction_data["category_id"] = category_id
              if merchant_name:
                  transaction_data["merchant_name"] = merchant_name
  
              return await client.create_transaction(**transaction_data)
  
          result = run_async(_create_transaction())
  
          return json.dumps(result, indent=2, default=str)
      except Exception as e:
          logger.error(f"Failed to create transaction: {e}")
          return f"Error creating transaction: {str(e)}"