Comprehensive Monarch Money integration with read and write support for accounts, transactions, budgets, cashflow, credit history, and more. Secure browser-based auth with tokens stored in the OS keychain. Installs in one click via .mcpb for Claude Desktop.
Tools
setup_authentication
check_auth_status
debug_session_loading
get_accounts
get_transactions
get_budgets
get_cashflow
get_account_holdings
create_transaction
update_transaction
delete_transaction
refresh_accounts
get_transaction_tags
create_transaction_tag
delete_transaction_tag
set_transaction_tags
get_transaction_categories
get_transaction_category_groups
get_transaction_details
get_recurring_transactions
get_transactions_summary
get_subscription_details
get_institutions
get_cashflow_summary
set_budget_amount
get_transaction_splits
update_transaction_splits
create_transaction_category
delete_transaction_category
create_manual_account
update_account
get_account_history
get_recent_account_balances
get_account_snapshots_by_type
get_aggregate_snapshots
get_account_type_options
get_credit_history
delete_account
Server Config
{
"mcpServers": {
"Monarch Money": {
"command": "uvx",
"args": [
"monarch-mcp",
"--enable-write"
]
}
}
}