robcerda/monarch-mcp-server
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.
Tools
Functions exposed to the LLM to take actions
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
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client