Monexa

Created By

emilijan-koteskia month ago

MCP server for the Monexa personal finance API. Track expenses, manage categories and payment methods, view spending statistics, and handle multi-currency finances — all through AI.

# finance

# expense-tracker

Overview Content Tools Comments

Overview

Monexa MCP Server

Connect any MCP-compatible AI assistant to your Monexa personal finance account.

What you can do

Track expenses and income — create, update, and delete financial records
Manage categories — organize transactions into custom income/expense categories
Payment methods — track spending across cash, cards, bank accounts, etc.
Spending statistics — get breakdowns by category with totals and net balance
Multi-currency — supports MKD, EUR, USD, AUD, CHF, GBP with automatic conversion
User settings — switch default currency and display language (EN/MK)

Available Tools (19)

Tool	Description
`login`	Log in with email and password
`register`	Create a new Monexa account
`list-records`	List records with filters (date, category, search, sort)
`get-record`	Get a single record by ID
`create-record`	Create an income or expense record
`update-record`	Update a record
`delete-record`	Delete a record
`get-records-summary`	Get net balance for a date range
`list-categories`	List all categories
`create-category`	Create a new category
`update-category`	Update a category
`delete-category`	Delete a category
`get-category-statistics`	Spending/income breakdown by category
`list-payment-methods`	List all payment methods
`create-payment-method`	Create a payment method
`update-payment-method`	Rename a payment method
`delete-payment-method`	Delete a payment method
`get-settings`	Get user preferences
`update-settings`	Change default currency or language

Setup

Create a Monexa account at monexa.world
Add the server config to your MCP client with your credentials
Start managing your finances through AI

Server Config

{
  "mcpServers": {
    "monexa": {
      "command": "npx",
      "args": [
        "-y",
        "monexa-mcp-server"
      ],
      "env": {
        "MONEXA_EMAIL": "your@email.com",
        "MONEXA_PASSWORD": "your_password"
      }
    }
  }
}

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