Monarch MCP Server

Unclaimed

by robcerda

MCP Server for use with Monarch Money

Install

$pip install -r requirements.txt

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Tools (39)

bulk_categorize_transactions

Categorize multiple transactions

check_auth_status

Check authentication status

create_tag

Create a new tag

create_transaction

Create new transaction

create_transaction_rule

Create an auto-categorization rule

delete_transaction

Delete a transaction

delete_transaction_rule

Delete a rule

get_account_balance_history

Get account balance history

get_account_holdings

Get investment holdings

get_accounts

Get all financial accounts

get_budgets

Get budget information

get_cashflow

Get cashflow analysis

get_categories

List all transaction categories

get_category_groups

List category groups with categories

get_merchant

Get merchant details with recurring stream

get_net_worth

Get net worth history

get_net_worth_by_account_type

Get net worth by account type

get_recurring_transactions

Get recurring transactions

get_spending_summary

Get spending breakdown by category

get_tags

List all tags

get_transaction_details

Get details of a transaction

get_transaction_rules

List auto-categorization rules

get_transaction_splits

Get splits for a transaction

get_transactions

Get transactions with filtering and reconciliation fields

get_transactions_needing_review

Get transactions needing review

get_transactions_summary

Get high-level transaction statistics

mark_transaction_reviewed

Mark transaction as reviewed

refresh_accounts

Request account data refresh

review_recurring_stream

Set recurring stream review status

search_transactions

Search transactions with filters

set_budget_amount

Set budget for a category

set_transaction_category

Set category on a transaction

set_transaction_tags

Set tags on a transaction

setup_authentication

Get setup instructions

split_transaction

Split a transaction into parts

update_merchant

Update merchant name/recurring stream

update_transaction

Update existing transaction

update_transaction_notes

Update notes on a transaction

update_transaction_rule

Update an existing rule