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vargahis

monarch-mcp

by vargahis
OverviewSchemaRelated ServersScoreDiscussions
Python
Remote

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
ENABLE_WRITENoSet to enable write tools (create, update, delete). By default, the server runs in read-only mode. In configuration files, this is typically passed as the '--enable-write' flag in the arguments array.

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tasks
{
  "list": {},
  "cancel": {},
  "requests": {
    "tools": {
      "call": {}
    },
    "prompts": {
      "get": {}
    },
    "resources": {
      "read": {}
    }
  }
}
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
setup_authenticationA

Get instructions for setting up secure authentication with Monarch Money.

check_auth_statusA

Check if already authenticated with Monarch Money.

debug_session_loadingC

Debug keyring session loading issues.

get_accountsA

Get all financial accounts from Monarch Money.

get_transactionsA

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 (requires end_date) end_date: End date in YYYY-MM-DD format (requires start_date) account_id: Specific account ID to filter by (shorthand for account_ids with one ID) search: Free text search query category_ids: List of category IDs to filter by account_ids: List of account IDs to filter by (cannot use with account_id) tag_ids: List of tag IDs to filter by has_attachments: Filter transactions with/without attachments has_notes: Filter transactions with/without notes hidden_from_reports: Filter transactions hidden/visible in reports is_split: Filter split/unsplit transactions is_recurring: Filter recurring/non-recurring transactions synced_from_institution: Filter synced/manual transactions needs_review: Filter transactions that need review

get_budgetsB

Get budget information from Monarch Money.

Args: start_date: Start date in YYYY-MM-DD format (default: last month) end_date: End date in YYYY-MM-DD format (default: next month) use_v2_goals: Whether to use v2 goals format (default: True)

get_cashflowB

Get cashflow analysis from Monarch Money.

Args: start_date: Start date in YYYY-MM-DD format (requires end_date; defaults to current month) end_date: End date in YYYY-MM-DD format (requires start_date; defaults to current month)

get_account_holdingsC

Get investment holdings for a specific account.

Args: account_id: The ID of the investment account

refresh_accountsB

Request account data refresh from financial institutions.

get_transaction_tagsA

Get all transaction tags from Monarch Money.

get_transaction_categoriesA

Get all transaction categories from Monarch Money.

get_transaction_category_groupsA

Get all transaction category groups from Monarch Money.

get_transaction_detailsA

Get detailed information about a specific transaction.

Args: transaction_id: The ID of the transaction redirect_posted: Whether to redirect to posted transaction (default: True)

get_recurring_transactionsC

Get recurring transactions from Monarch Money.

Args: start_date: Start date in YYYY-MM-DD format (requires end_date) end_date: End date in YYYY-MM-DD format (requires start_date)

get_transactions_summaryB

Get aggregate transaction summary (count, sum, avg, max, income, expenses).

get_subscription_detailsB

Get Monarch Money subscription status and details.

get_institutionsA

Get all connected financial institutions and their connection status.

get_cashflow_summaryA

Get cashflow summary (income, expenses, savings, savings rate).

Args: limit: Number of records to retrieve (default: 100) start_date: Start date in YYYY-MM-DD format (requires end_date) end_date: End date in YYYY-MM-DD format (requires start_date)

get_transaction_splitsB

Get split information for a transaction.

Args: transaction_id: The ID of the transaction

get_account_historyC

Get historical balance snapshots for an account.

Args: account_id: The ID of the account

get_recent_account_balancesB

Get daily balance for all accounts from a start date.

Args: start_date: Start date in YYYY-MM-DD format (optional)

get_account_snapshots_by_typeA

Get net value snapshots grouped by account type.

Args: start_date: Start date in YYYY-MM-DD format timeframe: Aggregation period - "month" or "year"

get_aggregate_snapshotsA

Get daily aggregate net value of all accounts.

Args: start_date: Start date in YYYY-MM-DD format end_date: End date in YYYY-MM-DD format account_type: Filter by account type (optional)

get_account_type_optionsA

Get available account types and sub-types for creating manual accounts.

get_credit_historyA

Get credit score history and related details.

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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