monarch-mcp-server

Instructions

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

Implementation Reference

• src/monarch_mcp_server/server.py:278-307 (handler)

  The primary handler for the 'get_cashflow' MCP tool. Registered via @mcp.tool() decorator. Defines input schema through function parameters (optional start_date and end_date strings). Executes asynchronously via _get_cashflow helper, calls MonarchMoney client's get_cashflow method with filters, returns JSON-formatted result or error message.

  @mcp.tool()
  def get_cashflow(
      start_date: Optional[str] = None, end_date: Optional[str] = None
  ) -> str:
      """
      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
      """
      try:
  
          async def _get_cashflow():
              client = await get_monarch_client()
  
              filters = {}
              if start_date:
                  filters["start_date"] = start_date
              if end_date:
                  filters["end_date"] = end_date
  
              return await client.get_cashflow(**filters)
  
          cashflow = run_async(_get_cashflow())
  
          return json.dumps(cashflow, indent=2, default=str)
      except Exception as e:
          logger.error(f"Failed to get cashflow: {e}")
          return f"Error getting cashflow: {str(e)}"