mikeysrecipes/monarch-mcp-server
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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