Monarch MCP

Created By

vargahis21 days ago

Comprehensive Monarch Money integration with read and write support for accounts, transactions, budgets, cashflow, credit history, and more. Secure browser-based auth with tokens stored in the OS keychain. Installs in one click via .mcpb for Claude Desktop.

# anthropic

# anthropic-claude

Overview Content Tools Comments

Tools

setup_authentication

check_auth_status

debug_session_loading

get_accounts

get_transactions

get_budgets

get_cashflow

get_account_holdings

create_transaction

update_transaction

delete_transaction

refresh_accounts

get_transaction_tags

create_transaction_tag

delete_transaction_tag

set_transaction_tags

get_transaction_categories

get_transaction_category_groups

get_transaction_details

get_recurring_transactions

get_transactions_summary

get_subscription_details

get_institutions

get_cashflow_summary

set_budget_amount

get_transaction_splits

update_transaction_splits

create_transaction_category

delete_transaction_category

create_manual_account

update_account

get_account_history

get_recent_account_balances

get_account_snapshots_by_type

get_aggregate_snapshots

get_account_type_options

get_credit_history

delete_account

Server Config

{
  "mcpServers": {
    "Monarch Money": {
      "command": "uvx",
      "args": [
        "monarch-mcp",
        "--enable-write"
      ]
    }
  }
}

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