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monarch-mcp-server

Active·★ 233·MIT·Updated 2026-05-25
★ Trending★ API Integration

MCP Server for use with Monarch Money

Monarch Money MCP Server provides seamless access to your financial accounts, transactions, budgets, and analytics through Claude Desktop and Claude Code. It uses the MonarchMoneyCommunity Python library with full MFA support for secure authentication. Users can view account balances, filter transactions, monitor budgets, and analyze cashflow directly from their Claude interface.

#finance#mcp-server
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$ Install
$ git clone https://github.com/robcerda/monarch-mcp-server.git && cd monarch-mcp-server && pip install -r requirements.txt && pip install -e .
↗ Visit site★ GitHub
01

Features

01View all financial accounts with balances and institution info
02Fetch and filter transactions by date, account, and pagination
03Access budget information with spent and remaining amounts
04Analyze cashflow with income/expense breakdowns
05Secure one-time authentication with MFA and session persistence
02

Compatibility

Claude Desktop
Claude Desktop
Verified via docs
Claude Code
Claude Code CLI
Verified via docs
03

Quick start

1
$ git clone https://github.com/robcerda/monarch-mcp-server.git
2
$ cd monarch-mcp-server
3
$ pip install -r requirements.txt
4
$ pip install -e .
04

Use cases

↳Check your financial accounts and balances instantly
↳Review recent transactions with detailed filtering
↳Monitor budget status and cash flow trends
05

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monarch-mcp-server AlternativesBest Dev Tooling Tools 2026Open Source Dev Toolingmonarch-mcp-server Tutorialmonarch-mcp-server Vs Competitorsfinancemcp-servermcp-servers

Comments

Log in to leave a comment
  • J
    Jordan JacksonMay 25, 2026

    Monarch Money personal finance data accessible via MCP for AI-assisted financial analysis.

  • S
    Sage WhiteMay 19, 2026

    Good for personal finance workflows that benefit from AI reasoning over spending data.

  • E
    Emerson ClarkMay 13, 2026

    Handles the Monarch API authentication cleanly.

  • L
    Logan ThompsonApr 15, 2026

    Works well for budgeting and spending analysis automations.

On this page
01Features02Compatibility03Quick start04Use cases05Alternatives
Stats
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5d ago
StatusActive
LicenseMIT
CategoryDev Tooling
Trend (30d)
+9.3↑ 0.9%
Links
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