colvint/monarch-money-mcp
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Monarch Money MCP Server provides access to financial data and operations through a Model Context Protocol server.
Tools
Functions exposed to the LLM to take actions
get_accounts
List all accounts with their balances and details.
get_transactions
Get transactions with optional filtering by date range, accounts, and categories.
get_categories
List all transaction categories.
get_budgets
Get budget information and spending analysis.
get_goals
List financial goals and their progress.
get_cashflow
Get cashflow data for income and expense analysis.
get_investments
Get investment account details and performance.
get_net_worth
Get net worth snapshots over time.
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client