refresh_accounts

MCP tool from Monarch MCP Server by robcerda

Request account data refresh

How to use it

Project documentation lists refresh_accounts for the Monarch MCP Server MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

Install Monarch MCP Server

$pip install -r requirements.txt
FULL MONARCH MCP SERVER LISTING

Other tools in Monarch MCP Server (38)

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

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