general MCP Server
MCP Server for use with Monarch Money
Discovered via github-topic:mcp-server and last synced 1d ago.
Install instructions not detected yet
Check the source repository for the latest setup steps.
Detailed account information including holdings
Search and filter transactions with comprehensive filtering options
List all transaction categories
Cashflow analysis by category and time period
Linked financial institutions
Description
Get all transaction auto-categorization rules from Monarch Money
Set tags on a transaction
List all tags
Update an existing transaction rule
Get historical balance data for a specific account
Set category on a transaction
Delete a transaction from Monarch Money
Get a spending summary broken down by category, category group, and merchant
Get net worth history over time
Get transactions that need review based on various criteria
Get full details for a specific transaction
Get a high-level summary of transactions
Set or update a budget amount for a category or category group
Create a new tag
Get the splits for a transaction
Apply the same category to multiple transactions at once
Create a new transaction auto-categorization rule
List category groups with categories
Split a transaction into multiple parts with different categories/merchants
Get net worth breakdown by account type over time
Update the notes/memo for a transaction
Get upcoming recurring transactions
Delete a transaction rule
Get setup instructions
Get budget information from Monarch Money
Get cashflow analysis from Monarch Money
Get investment holdings for a specific account
Report the stored session and its auth mode
Request account data refresh from financial institutions
Get transactions from Monarch Money
Get all financial accounts from Monarch Money
Create a new transaction in Monarch Money
Get a merchant's details including recurring transaction stream configuration
Update a merchant's name and/or recurring transaction stream settings
Set the review status of a recurring transaction stream
Update an existing transaction in Monarch Money
Mark a transaction as reviewed (clears the needs_review flag)
CLI flag
`--transport`
`127.0.0.1`
`8000`
Add a tag to a transaction, preserving any tags already on it
Assign a category to a transaction
Create a new transaction category
Create a new transaction tag
Diagnose session loading problems
Report the health of each linked institution connection
Get spending trends over time, broken down by category and month
Get a single category's details including budget amounts for a month
Get the debt paydown plan and the accounts feeding it
Show a goal's budgeted contributions, broken down by funding account
List Monarch savings and debt-paydown goals
Get all available transaction categories from Monarch Money
Get all transaction category groups (parent groupings for categories)
Get all available transaction tags from Monarch Money
Sign in via a secure form in the client UI
Sign in with a browser copied session token
Clear the stored session and drop the cached client
Report who is signed in and what the account's plan entitles it to
Move a transaction rule to a new position in the evaluation order
Update an existing category's settings
Set the budgeted monthly contribution to a goal from one funding account
Update an account's name, balance, type or visibility settings
Update a savings goal's target or monthly contribution
Upload corrected balance snapshots for an account