Claude Desktop
Desktop · Freemium · Proprietary
Anthropic's official Claude AI desktop application. Supports MCP servers to extend functionality.
WindowsMacOS
Monarch MCP Server
robcerda/monarch-mcp-server
A Model Context Protocol (MCP) server for integrating with the Monarch Money personal finance platform. This server provides seamless access to your financial accounts, transactions, budgets, and analytics through Claude Desktop and Claude Code.
Install
docker run --rm -it \Client configuration
{
"mcpServers": {
"Monarch Money": {
"command": "/opt/homebrew/bin/uv",
"args": [
"run",
"--locked",
"--project",
"/path/to/your/monarch-mcp-server",
"monarch-mcp-server"
]
}
}
}Environment variables
MONARCH_MCP_READ_ONLY- Author
- @robcerda
- Category
- Finance, Developer Tools
- License
- MIT
- Updated
- Oct 6, 2026
About Monarch MCP Server
My MonarchMoney referral: https://www.monarchmoney.com/referral/ufmn0r83yf?r_source=share
Features
Get Accounts: View all linked financial accounts with balances and institution info
Get Account Holdings: See securities and investments in investment accounts
Refresh Accounts: Request real-time data updates from financial institutions
Get Transactions: Fetch transaction data with filtering by date, account, and pagination
Create Transaction: Add new transactions to accounts
Update Transaction: Modify existing transactions (amount, description, category, date)
Get Categories: List all transaction categories with groups, icons, and metadata
Get Category Groups: View category groups with their associated categories
Tools (40)
add_transaction_tag
Add a tag to a transaction, preserving any tags already on it
bulk_categorize_transactions
Apply the same category to multiple transactions at once
bulk_update_transactions
Apply the same edit to many transactions in one request
categorize_transaction
Assign a category to a transaction
check_auth_status
Report the stored session and its auth mode
create_transaction
Create a new transaction in Monarch Money
create_transaction_category
Create a new transaction category
create_transaction_rule
Create a new transaction auto-categorization rule
create_transaction_tag
Create a new transaction tag
debug_session_loading
Diagnose session loading problems
delete_transaction
Delete a transaction from Monarch Money
delete_transaction_rule
Delete a transaction rule
get_account_balance_history
Get historical balance data for a specific account
get_account_holdings
Get investment holdings for a specific account
get_account_sync_health
Report the health of each linked institution connection
get_accounts
Get all financial accounts from Monarch Money
get_budgets
Get budget information from Monarch Money
get_business_entities
List the business entities on the Monarch account (id and name)
get_cashflow
Get cashflow analysis from Monarch Money
get_cashflow_by_month
Get spending trends over time, broken down by category and month
get_category_details
Get a single category's details including budget amounts for a month
get_debt_paydown
Get the debt paydown plan and the accounts feeding it
get_goal_contributions
Show a goal's budgeted contributions, broken down by funding account
get_goals
List Monarch savings and debt-paydown goals
get_merchant
Get a merchant's details including recurring transaction stream configuration
get_net_worth
Get net worth history over time
get_net_worth_by_account_type
Get net worth breakdown by account type over time
get_recurring_transactions
Get upcoming recurring transactions
get_spending_summary
Get a spending summary broken down by category, category group, and merchant
get_transaction_categories
Get all available transaction categories from Monarch Money
get_transaction_category_groups
Get all transaction category groups (parent groupings for categories)
get_transaction_details
Get full details for a specific transaction
get_transaction_rules
Get all transaction auto-categorization rules from Monarch Money
get_transaction_splits
Get the splits for a transaction
get_transaction_tags
Get all available transaction tags from Monarch Money
get_transactions
Get transactions from Monarch Money
get_transactions_needing_review
Get transactions that need review based on various criteria
get_transactions_summary
Get a high-level summary of transactions
mark_transaction_reviewed
Mark a transaction as reviewed (clears the needs_review flag)
monarch_login
Sign in via a secure form in the client UI
Details on this page are taken from the project's README. Open README
Supported clients
Clients mentioned in this server's README:
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