monarch
pipStandardThe monarch MCP server integrates with Monarch Money's API to fetch and manage financial data. It provides tools for account aggregation, transaction categorization, and budget tracking. Developers use it to build AI agents that interact with Monarch Money for personal finance management.
106300Updated 4 months ago
Overview
The monarch MCP server integrates with Monarch Money's API to fetch and manage financial data. It provides tools for account aggregation, transaction categorization, and budget tracking. Developers use it to build AI agents that interact with Monarch Money for personal finance management.
Installation
1Install the package
pip
pip install monarch-mcp-server2Add to Claude
Add this configuration to your claude_desktop_config.json:
claude_desktop_config.json
{
"mcpServers": {
"robcerda-monarch-mcp-server-github": {
"command": "uvx",
"args": [
"pip install monarch-mcp-server"
]
}
}
}3Verify installation
Restart Claude Desktop, then ask:
"What tools do you have available from monarch?"
Prerequisites
- Python 3.10 or higher
- pip or uv package manager
- Claude Desktop or Claude API access
- API key for monarch
Configuration
API Key Required
This server requires an API key from monarch. Add it to your environment or config.
| Variable | Required | Description |
|---|---|---|
| MONARCH_API_KEY | Yes | Your monarch API key |
Usage Examples
List Resources
"What resources are available in monarch?"
Claude will query available resources and return a list of what you can access.
Get Details
"Show me details about [specific item] in monarch"
Claude will fetch and display detailed information about the requested item.
Create New
"Create a new [item] in monarch with [details]"
Claude will use the appropriate tool to create the resource and confirm success.
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