Monarch Money MCP Server

Instructions

Implementation Reference

• src/tools.ts:265-291 (handler)

  The actual implementation of getAccountBalance that retrieves account details including current balance, account name, type, and institution from the Monarch Money API

  private async getAccountBalance(accountId: string): Promise<any> {
    try {
      const accounts = await this.api.getAccounts();
      const account = accounts?.find((acc: Account) => acc.id === accountId);
  
      if (!account) {
        throw new Error(`Account with ID ${accountId} not found`);
      }
  
      return {
        success: true,
        data: {
          accountId: account.id,
          accountName: account.displayName,
          currentBalance: account.currentBalance,
          accountType: account.type?.name,
          institutionName: account.institution?.name,
        },
      };
    } catch (error) {
      throw new Error(
        `Failed to get account balance: ${
          error instanceof Error ? error.message : 'Unknown error'
        }`
      );
    }
  }

• src/tools.ts:22-35 (schema)

  Tool definition with schema registration - defines the tool name, description, and input validation (requires accountId as a string)

  {
    name: 'get_account_balance',
    description: 'Get the current balance for a specific account',
    inputSchema: {
      type: 'object',
      properties: {
        accountId: {
          type: 'string',
          description: 'The ID of the account',
        },
      },
      required: ['accountId'],
    },
  },

• src/tools.ts:209-210 (registration)

  Tool routing registration that maps the 'get_account_balance' tool name to its handler method

  case 'get_account_balance':
    return await this.getAccountBalance(args.accountId);