Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| ENABLE_WRITE | No | Set 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. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| 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
| Name | Description |
|---|---|
| setup_authentication | Get instructions for setting up secure authentication with Monarch Money. |
| check_auth_status | Check if already authenticated with Monarch Money. |
| debug_session_loading | Debug keyring session loading issues. |
| get_accounts | Get all financial accounts from Monarch Money. |
| get_transactions | 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 |
| get_budgets | 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_cashflow | 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_holdings | Get investment holdings for a specific account. Args: account_id: The ID of the investment account |
| refresh_accounts | Request account data refresh from financial institutions. |
| get_transaction_tags | Get all transaction tags from Monarch Money. |
| get_transaction_categories | Get all transaction categories from Monarch Money. |
| get_transaction_category_groups | Get all transaction category groups from Monarch Money. |
| get_transaction_details | 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_transactions | 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_summary | Get aggregate transaction summary (count, sum, avg, max, income, expenses). |
| get_subscription_details | Get Monarch Money subscription status and details. |
| get_institutions | Get all connected financial institutions and their connection status. |
| get_cashflow_summary | 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_splits | Get split information for a transaction. Args: transaction_id: The ID of the transaction |
| get_account_history | Get historical balance snapshots for an account. Args: account_id: The ID of the account |
| get_recent_account_balances | 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_type | 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_snapshots | 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_options | Get available account types and sub-types for creating manual accounts. |
| get_credit_history | Get credit score history and related details. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |