whitebirchio/monarch-mcp
3.3
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The Monarch Money MCP Server integrates Monarch Money with Claude Desktop, enabling users to access and analyze their financial data through conversational AI.
Tools
Functions exposed to the LLM to take actions
get_accounts
List all financial accounts
get_account_balance
Get specific account balance
get_transactions
Retrieve transactions with filters
get_spending_by_category
Spending breakdown by category
get_budget_summary
Current budget status
search_transactions
Search transactions by criteria
get_net_worth
Calculate total net worth
get_monthly_summary
Monthly financial summary
get_categories
List all transaction categories
get_account_snapshots
Account balance history
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client