finance MCP Server
An agentic budgeting companion — a local-first MCP server that turns Claude into a financial advisor over your Monarch Money data (read + categorize only).
Discovered via github-topic:model-context-protocol and last synced 1mo ago.
1. Install the package
cargo install monarch-mcp
"Where do we stand?" — net worth, this-month cash flow, month-over-month change
Spending by category vs budget, over-budget flags, likely duplicates, vs prior period
Actuals vs your stored goals — on track / drifting / off
Upcoming bills + income → projected month-end position + shortfall warnings
Net worth over time, deltas by account type, biggest movers
New / changed / "creeping" subscriptions and upcoming renewals
What
What it answers
All accounts bucketed by retirement-planning role — tax-advantaged, taxable brokerage, cash, other assets, liabilities — with a net-worth rollup
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