monarch-mcp-server

robcerda/monarch-mcp-server

3.4

If you are the rightful owner of monarch-mcp-server and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to henry@mcphub.com.

A Model Context Protocol (MCP) server for integrating with the Monarch Money personal finance platform, providing seamless access to financial accounts, transactions, budgets, and analytics through Claude Desktop.

The Monarch Money MCP Server is designed to facilitate integration with the Monarch Money personal finance platform, offering users a streamlined way to manage their financial data through Claude Desktop. Built using the MonarchMoney Python library, this server supports multi-factor authentication (MFA) and ensures secure access to financial information. Users can view and manage their financial accounts, track transactions, analyze budgets, and assess cash flow with ease. The server is equipped with tools for account management, transaction access, and financial analysis, all while maintaining high security standards. Authentication is handled outside of Claude Desktop, ensuring that credentials are never transmitted through the platform. The server supports session persistence, allowing users to remain authenticated for extended periods without frequent re-authentication. This integration is ideal for users seeking a comprehensive and secure solution for managing their personal finances.

Features

  • Secure Authentication: One-time setup with MFA support and session persistence.
  • Account Management: View and refresh financial accounts with real-time data updates.
  • Transaction Access: Fetch, create, and update transactions with filtering options.
  • Financial Analysis: Access budget information and perform cash flow analysis.
  • Seamless Integration: Works directly with Claude Desktop for a unified experience.

Tools

  1. setup_authentication

    Get setup instructions

  2. check_auth_status

    Check authentication status

  3. get_accounts

    Get all financial accounts

  4. get_transactions

    Get transactions with filtering

  5. get_budgets

    Get budget information

  6. get_cashflow

    Get cashflow analysis

  7. get_account_holdings

    Get investment holdings

  8. create_transaction

    Create new transaction

  9. update_transaction

    Update existing transaction

  10. refresh_accounts

    Request account data refresh