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monarch-mcp-server
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monarch-mcp-server

Active·★ 427·MIT·Updated 2026-10-13

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.

monarch-mcp-server sits in the Dev Tooling category, so it is usually better judged by workflow fit, deployment style, and team needs than by isolated features alone. Based on the available metadata, it leans most clearly toward View all financial accounts with balances and institution info. A representative use case is Check your financial accounts and balances instantly. The listed license is MIT. GitHub stars are currently 426. Relevant tags include finance, mcp-server.

This write-up is based on the project's README and public repository data. We have not hand-tested the tool.

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#finance#mcp-server#mcp-servers#monarch#monarch-money
$ 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

Why choose it

+View all financial accounts with balances and institution info
+Fetch and filter transactions by date, account, and pagination
+Check your financial accounts and balances instantly
+Comes with a clearly listed MIT license.
03

Trade-offs

!Compatibility coverage appears narrow, so your target environment should be validated before adoption.
04

Compatibility

Claude Desktop
Claude Desktop
Verified via docs
Claude Code
Claude Code CLI
Verified via docs
05

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 .
06

Use cases

↳Check your financial accounts and balances instantly
↳Review recent transactions with detailed filtering
↳Monitor budget status and cash flow trends
07

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VSsp500-mcp-server★108→VSyfinance-mcp★204→VSawesome-osint-mcp-servers★525→

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robcerda /
monarch-mcp-server
↗

MCP Server for use with Monarch Money

427MIT
Last commit1w ago
StatusActive
CategoryDev Tooling
Links
Documentation↗Discussion↗Issues↗Releases↗
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