Monarchmoney MCP Server

Monarch Money API client with 30 MCP tools for accounts, transactions, budgets, and cashflow.

Local serverstdioPython

What is the Monarchmoney MCP server?

Connect Monarchmoney to Claude, Cursor or any other MCP client and it stops being a tab you switch to. Monarch Money API client with 30 MCP tools for accounts, transactions, budgets, and cashflow. The monarchmoney mcp server is what makes that connection.

What the server does

Node.js/TypeScript library for accessing Monarch Money data.

Available tools

The toolset is worth reading before you wire it up, because it tells you what the integration is really for:

  • Setup — 1. Get your Monarch Money auth token by logging in with the library (see Authentication) and saving mm.token
  • Landscape — The Landscape tool exposed by this server

Installation

Installation goes through your MCP client rather than a global install: point it at @hakimelek/monarchmoney on npm and it is fetched when the client starts. The copy-paste blocks for Claude Desktop, Claude Code and Cursor are further down this page.

Credentials and setup notes

Configuration is passed through the environment: MONARCH_TOKEN, YOUR_BASE32_SECRET. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.

Where it fits

This sits in the developer tooling group, where several servers overlap in what they claim to do but differ sharply once you actually set them up. Monarchmoney's toolset — Setup, Landscape — is a fair guide to whether it matches your workflow. It is maintained by hakimelek; worth a glance at recent repository activity before you build anything load-bearing on it.

This entry was verified against Monarchmoney's own documentation before publication; SyncDev keeps the directory reviewed rather than auto-generated.

Worth knowing first

  • It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
  • Missing credentials fail quietly in some clients — if no tools show up, check the environment block first.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Available tools

ToolWhat it does
Setup1. Get your Monarch Money auth token by logging in with the library (see [Authentication](#authentication)) and saving mm.token.
LandscapeThe Landscape tool exposed by this server.

How to install the Monarchmoney MCP server

{
  "mcpServers": {
    "monarchmoney": {
      "command": "npx",
      "args": ["-y", "@hakimelek/monarchmoney"],
      "env": {
        "MONARCH_TOKEN": "your-value",
        "YOUR_BASE32_SECRET": "your-value"
      }
    }
  }
}

Add to claude_desktop_config.json, then restart Claude Desktop.

Configuration

VariableDescriptionRequired
MONARCH_TOKENCredential the server authenticates with.Yes
YOUR_BASE32_SECRETCredential the server authenticates with.Yes

Example prompts to try

  • Use Monarchmoney to Setup.
  • Use Monarchmoney to Landscape.

Frequently asked questions

It connects Monarchmoney to MCP-compatible AI assistants such as Claude and Cursor, exposing 2 tools (Setup, Landscape) that the assistant can call on your behalf. Instead of copying data back and forth by hand, the assistant works with Monarchmoney directly.