How do I connect Monarch MCP Server to Claude?

The listing records `pip install -r requirements.txt` as its setup step. Run it, then follow the repository's instructions for the client configuration; the listing names Claude Desktop, Claude Code as compatible clients.

Is Monarch MCP Server free?

The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.

What can Monarch MCP Server do?

Monarch MCP Server documents 39 tools to the agent, including bulk_categorize_transactions, check_auth_status, create_tag. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.

Monarch MCP Server

Unclaimed

by robcerda

MCP Server for use with Monarch Money

Install

$pip install -r requirements.txt

Set up this server

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This server needs project-specific setup. Follow the project instructions; no reusable public launch command is available yet.

Project instructions

financemcp-servermonarchmonarch-money

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Security profile

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39 of 39 tools

Documented tools (39)

From project documentation. A server handshake does not verify each tool’s description or behavior.

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

Tool change history

Compared across complete checks of the same configuration. Tools were listed, not invoked. Input-schema changes are not measured here.

No complete tool checks yet.

FAQ

Questions about Monarch MCP Server

How do I connect Monarch MCP Server to Claude?: The listing records `pip install -r requirements.txt` as its setup step. Run it, then follow the repository's instructions for the client configuration; the listing names Claude Desktop, Claude Code as compatible clients.
Is Monarch MCP Server free?: The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.
What can Monarch MCP Server do?: Monarch MCP Server documents 39 tools to the agent, including bulk_categorize_transactions, check_auth_status, create_tag. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.