monarch-mcp-server

Instructions

Get investment holdings for a specific account.

Args:
    account_id: The ID of the investment account

Implementation Reference

• src/monarch_mcp_server/server.py:310-329 (handler)

  The MCP tool handler and registration for 'get_account_holdings'. This function fetches investment holdings for the specified account ID using the MonarchMoney client, formats the response as JSON, and handles errors.

  @mcp.tool()
  def get_account_holdings(account_id: str) -> str:
      """
      Get investment holdings for a specific account.
  
      Args:
          account_id: The ID of the investment account
      """
      try:
  
          async def _get_holdings():
              client = await get_monarch_client()
              return await client.get_account_holdings(account_id)
  
          holdings = run_async(_get_holdings())
  
          return json.dumps(holdings, indent=2, default=str)
      except Exception as e:
          logger.error(f"Failed to get account holdings: {e}")
          return f"Error getting account holdings: {str(e)}"