Monarch Money MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| MONARCH_TOKEN | Yes | Your Monarch Money authentication token |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_accountsB | Get all financial accounts from Monarch Money |
| get_account_balanceC | Get the current balance for a specific account |
| get_transactionsC | Get recent transactions, optionally filtered by account, date range, or amount |
| get_spending_by_categoryC | Get spending breakdown by category for a specific time period |
| get_budget_summaryB | Get current budget summary showing planned vs actual spending |
| search_transactionsC | Search transactions by description, merchant, or amount |
| get_net_worthB | Get current net worth and assets/liabilities breakdown |
| get_monthly_summaryC | Get monthly financial summary including income, expenses, and savings |
| get_categoriesB | Get all transaction categories available in Monarch Money |
| get_account_snapshotsB | Get balance history for a specific account over time |
| get_portfolioB | Get current investment portfolio summary, including holdings and performance |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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