robcerda/monarch-mcp-server
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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
setup_authentication
Get setup instructions
check_auth_status
Check authentication status
get_accounts
Get all financial accounts
get_transactions
Get transactions with filtering
get_budgets
Get budget information
get_cashflow
Get cashflow analysis
get_account_holdings
Get investment holdings
create_transaction
Create new transaction
update_transaction
Update existing transaction
refresh_accounts
Request account data refresh