martinamps/monarch-mcp
3.3
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The Monarch Money TypeScript SDK includes a Model Context Protocol (MCP) server that facilitates AI agents' interaction with Monarch Money data.
Tools
Functions exposed to the LLM to take actions
check_authentication
Check if already authenticated
get_accounts
Get all accounts
get_account_holdings
Get holdings for an account
get_account_history
Get history for an account
get_transactions
Get transactions with filters
get_transaction_categories
Get transaction categories
get_budgets
Get budgets for a date range
get_cashflow
Get cashflow data with filters
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client