A Model Context Protocol (MCP) server for integrating with the Monarch Money personal finance platform through Claude Desktop.
Monarch MCP is an MCP project maintained in the vargahis/monarch-mcp repository. The maintainer describes its purpose as “A Model Context Protocol (MCP) server for integrating with the Monarch Money personal finance platform through Claude Desktop”. Read the project documentation for the complete scope.
The documented pypi package is monarch-mcp. The configuration below comes from the maintainer’s example; adapt its paths and account values to your environment.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| Auth | |
| setup_authentication | Get setup instructions |
| check_auth_status | Check authentication status |
| debug_session_loading | Debug keyring issues |
| Accounts | |
| get_accounts | Get all financial accounts |
| get_account_holdings | Get investment holdings |
| get_account_history | Get historical balance data |
| get_recent_account_balances | Get daily balances |
| get_account_snapshots_by_type | Net worth by account type |
| get_aggregate_snapshots | Daily aggregate net value |
| get_institutions | Get connected institutions |
| get_account_type_options | Get valid account types |
| refresh_accounts | Request account data refresh |
| create_manual_account | Create manual account |
| update_account | Update account settings |
| delete_account | Delete an account |
| Transactions | |
| get_transactions | Get transactions with filtering (date, account, category, tag, search, needs\_review, and more) |
| get_transaction_details | Get full transaction detail |
| get_transactions_summary | Aggregate transaction stats |
| get_transaction_splits | Get split information |
| get_recurring_transactions | Get recurring transactions |
| find_merchant_id_by_name | Search recent transactions for a merchant and return distinct IDs |
| create_transaction | Create new transaction |
| update_transaction | Update existing transaction (clear notes with clear_notes, unlink goal with clear_goal) |
| delete_transaction | Delete a transaction |
| update_transaction_splits | Create/modify/delete splits |
| update_recurring_merchant | Mark/unmark a merchant as recurring, update its frequency/amount, or deactivate it — is_recurring is required on every call (requires --enable-write) |
| Tags | |
| get_transaction_tags | Get all tags |
| create_transaction_tag | Create new tag |
| delete_transaction_tag | Delete a tag |
| set_transaction_tags | Set tags on a transaction |
| Categories | |
| get_transaction_categories | Get all categories |
| get_transaction_category_groups | Get category groups |
| create_transaction_category | Create a category |
| delete_transaction_category | Delete a category |
| Rules | |
| get_transaction_rules | List every transaction rule with its criteria, actions, and recent application stats |
| create_transaction_rule | Create a transaction rule with full criteria + actions (category, tags, merchant, amount, splits…) |
| update_transaction_rule | Update a rule by id; merges overrides onto the current rule (handles Monarch's REPLACE semantics) |
| delete_transaction_rule | Delete a rule by ID |
| get_budgets | Get budget information |
| get_cashflow | Get cashflow analysis |
| get_cashflow_summary | Get cashflow summary |
| set_budget_amount | Set budget for category |
| Other | |
| get_subscription_details | Get subscription status |
| get_credit_history | Get credit score history |
{
"mcpServers": {
"Monarch Money": {
"command": "uvx",
"args": [
"monarch-mcp"
]
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
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