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Monarch for Claude

by timbarrow
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TypeScript
Local

Monarch for Claude

This is a local, single-user Windows connector for Claude Desktop. It exposes the exact tool inventory described in src/tools/contracts.ts: read-only account/transaction/category/tag/rule tools plus an audited, preview-and-confirm path for safe classification rules.

Install

Download the .mcpb file from the latest GitHub release, verify it against the accompanying .sha256 file, and install it using Claude Desktop's Extensions UI.

Related MCP server: Tiller Money MCP Server

Build

npm ci
npm run ci

The resulting bundle and SHA-256 file are in dist/. No Node installation should be needed at runtime because Claude Desktop supplies Node.

Connect and reauthenticate

Call connect_monarch in Claude. It opens a dedicated browser profile; sign in directly with Monarch. No password, token, cookie, or OTP is accepted by an MCP tool. get_monarch_connection_status reports safe diagnostic codes only. Expired sessions are removed and require reconnecting.

Uninstall

Remove the extension in Claude Desktop. If desired, separately delete %LOCALAPPDATA%\MonarchForClaude\auth.bin and %LOCALAPPDATA%\MonarchForClaude\logs to remove encrypted local session data and diagnostics.

Live testing

Live tests are intentionally absent from the default commands. Before use with a real account, validate the browser capture with the owner present and use an impossible, generated merchant criterion for rule write acceptance tests. Never commit real data or credentials.

This is an independent community project and is not affiliated with or endorsed by Monarch Money or Anthropic.

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

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Resources

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