monarch-mcp-server

mikeysrecipes/monarch-mcp-server

3.2

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The Monarch Money MCP Server is a Model Context Protocol server that provides read-only access to Monarch Money financial data, enabling AI assistants to analyze financial information, transactions, budgets, and cashflow data.

Tools

Functions exposed to the LLM to take actions

get_transactions

Get transactions with date range filtering

get_account_details

Detailed account information including holdings

get_cashflow_analysis

Cashflow analysis by category and time period

search_transactions

Search transactions by description or merchant

get_categories

All transaction categories

get_institutions

Linked financial institutions

Prompts

Interactive templates invoked by user choice

No prompts

Resources

Contextual data attached and managed by the client

No resources