Monarch Money MCP

What it does

Provides seamless access to financial accounts, transactions, budgets, and cashflow analytics from the Monarch Money platform.

Tools

• get_accounts: View all linked financial accounts and balances.
• get_transactions: Fetch and filter recent transactions.
• get_budgets: Access budget information and spending progress.
• get_cashflow: Analyze income and expense breakdowns over date ranges.
• get_account_holdings: View securities and investments in specific accounts.
• create_transaction: Add new manual transactions.
• update_transaction: Modify existing transaction details.
• refresh_accounts: Request real-time data updates from institutions.

Installation

Clone the repo, run pip install -e ., and perform one-time authentication via python login_setup.py. Then add to claude_desktop_config.json:

{
  "mcpServers": {
    "Monarch Money": {
      "command": "uv",
      "args": [
        "run",
        "--with-editable",
        "/path/to/monarch-mcp-server",
        "mcp",
        "run",
        "/path/to/monarch-mcp-server/src/monarch_mcp_server/server.py"
      ]
    }
  }
}

Supported hosts

• Claude Desktop
• Claude Code (CLI)