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Monexa MCP Server

@emilijan-koteski

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Basic information

Category

Other

Transports

stdio

Author

emilijan-koteski

Submitted by

Emilijan Koteski

About Monexa MCP Server

Expense Tracking App

#finance#expense-tracker#personal-finance#multi-currency#budgeting

Monexa MCP Server config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "monexa": {
      "command": "npx",
      "args": [
        "-y",
        "monexa-mcp-server"
      ],
      "env": {
        "MONEXA_EMAIL": "your@email.com",
        "MONEXA_PASSWORD": "your_password"
      }
    }
  }
}

Monexa MCP Server tools

21

Log in to Monexa with email and password. Returns user profile and stores auth tokens for subsequent tool calls.

Create a new Monexa account. Returns the created user profile and automatically logs in.

List financial records with optional filters. Returns records sorted by date descending by default. Use list-categories and list-payment-methods to get valid filter IDs.

Get a single financial record by its ID.

Create a new financial record (income or expense). Use list-categories and list-payment-methods first to get valid IDs.

Update an existing financial record. Only provided fields are updated.

Delete a financial record by ID.

Get a financial summary (net balance: income minus expenses) for an optional date range, converted to the user's preferred currency.

List all user-defined categories. Returns both INCOME and EXPENSE types with their IDs, names, colors, and descriptions.

Create a new spending or income category.

Update an existing category. Only provided fields are updated.

Delete a category by ID. Will fail if any records still reference this category.

Get spending and income statistics broken down by category. Includes total income, total expense, net balance, and per-category amounts. All amounts are converted to the user's preferred currency.

List all user-defined payment methods (e.g. Cash, Credit Card, Bank Transfer).

Create a new payment method.

Rename an existing payment method.

Delete a payment method by ID. Will fail if any records still reference it.

Get the current user's settings including preferred display language and default currency.

Update user preferences. Can change the display language (EN or MK) and/or the default currency used for summaries and statistics.

Get the current authenticated user's profile (id, name, email).

Update the current user's display name.

Overview

What is Monexa?

Monexa is a personal finance and expense tracking application that supports multiple currencies. It uses a Go backend and a React frontend.

How to use Monexa?

You can run Monexa in two ways. For local development, start PostgreSQL with docker compose up -d, then run the backend with go run ./cmd/api/main.go and the frontend with npm run dev inside the frontend/ directory. For a fully containerized setup, use docker compose -f docker-compose.test.yml up --build, which starts everything (PostgreSQL, API, and Nginx‑served frontend) in Docker.

Key features of Monexa

  • Multi-currency support for expense tracking
  • Go backend with React frontend
  • Docker Compose deployment for all components
  • Development mode with hot reload
  • PostgreSQL database (started via Docker)
  • Pre‑configured environment files with dummy values

Use cases of Monexa

  • Track personal expenses in multiple currencies
  • Run a local development environment with hot reload
  • Deploy the full application stack using Docker
  • Manage personal finances with a modern web interface

Frequently asked questions

1

What are the runtime requirements?

Go 1.23+, Node.js 18+, and Docker with Docker Compose are required.

2

Which database does Monexa use?

Monexa uses PostgreSQL, started via Docker Compose on port 5433.

3

How can I run Monexa without installing Go or Node?

Use the fully Dockerized setup with `docker compose -f docker-compose.test.yml up --build`. Everything runs in containers.

4

What ports does the application use?

In development: PostgreSQL on 5433, API on 9000, frontend on 5173. In the Dockerized setup: frontend on port 80, API on 9000, database on 5433.

5

Are there pre‑configured environment files?

Yes, the repository includes working `.env` files in the root and `frontend/` folders with dummy values—no manual creation needed.

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