Monarch Money MCP Server

Archived in favor of the now officially supported [Monarch Money Connector](https://help.monarch.com/hc/en-us/articles/50207234679956-Monarch-MCP-Conn

Local serverstdioPython

What is the Monarch Money MCP Server?

Monarch Money MCP connects Monarch Money MCP to AI assistants that speak the Model Context Protocol. Archived in favor of the now officially supported Monarch Money Connector.

What Monarch Money MCP does

Archived in favor of the now officially supported Monarch Money Connector

Key capabilities

  • Account Management — List and retrieve account information
  • Transaction Operations — Get transactions with filtering by date range, accounts, and categories
  • Budget Analysis — Access budget data and spending insights
  • Category Management — List and manage transaction categories
  • Goal Tracking — Access financial goals and progress
  • Net Worth Tracking — Retrieve net worth snapshots over time

Practical notes

  • Maintained by colvint, written in Python.

More MCP options

Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

Maintainer setup documentation.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
get_accounts
get_transactions
get_categories
get_budgets
get_goals
get_cashflow
get_investments
get_net_worth

How to install the Monarch Money MCP Server

{
  "mcpServers": {
    "monarch-money": {
      "command": "/path/to/uv",
      "args": [
        "--directory",
        "/path/to/monarch-money-mcp",
        "run",
        "python",
        "server.py"
      ],
      "env": {
        "MONARCH_EMAIL": "your-email@example.com",
        "MONARCH_PASSWORD": "YOUR_MONARCH_PASSWORD",
        "MONARCH_MFA_SECRET": "YOUR_MONARCH_MFA_SECRET"
      }
    }
  }
}

From the project documentation. Replace placeholders and example paths before connecting.

Configuration

VariableDescriptionRequired
MONARCH_EMAILDeclared in the maintainer’s client configuration.Check documentation
MONARCH_PASSWORDDeclared in the maintainer’s client configuration.Check documentation
MONARCH_MFA_SECRETDeclared in the maintainer’s client configuration.Check documentation

Example prompts to try

  • “Use Monarch Money MCP to get accounts.”
  • “Use Monarch Money MCP to get transactions.”
  • “Use Monarch Money MCP to get categories.”

Frequently asked questions

Archived in favor of the now officially supported [Monarch Money Connector](https://help.monarch.com/hc/en-us/articles/50207234679956-Monarch-MCP-Connector) Confirm the tools offered by your installed version in the connected client. Tool availability and permissions depend on the server and account configuration.