io.github.hakimelek/monarchmoney
Monarch Money API client with 30 MCP tools for accounts, transactions, budgets, and cashflow.
Versions
0.3.1latestTools 30
get_accounts Get all linked bank, credit, investment, and manual accounts with current balances.
get_account_holdings Get investment holdings (securities, stocks, ETFs) for a specific brokerage or investment account.
get_account_history Get daily balance history for a specific account.
get_account_type_options Get all available account types and subtypes (useful when creating manual accounts).
get_recent_account_balances Get daily account balances for a date range. Defaults to last 31 days.
get_aggregate_snapshots Get daily aggregate net worth across all accounts over time.
get_institutions Get linked financial institutions and their connection status.
get_budgets Get budgets with actual spending amounts. Defaults to previous month through next month.
get_subscription_details Get Monarch Money subscription status (trial, premium, plan info).
get_transactions Search and filter transactions with pagination. Returns up to `limit` transactions at a time.
get_transactions_summary Get aggregate transaction summary: totals, averages, counts, income, expenses.
get_transaction_details Get full details for a single transaction.
get_transaction_categories Get all transaction categories configured in the account.
get_transaction_category_groups Get all category groups (e.g. Income, Food & Drink, Housing).
get_transaction_tags Get all tags configured in the account.
get_cashflow Get cashflow data grouped by category, category group, and merchant. Defaults to current month.
get_cashflow_summary Get cashflow summary: total income, expenses, savings, and savings rate. Defaults to current month.
get_recurring_transactions Get upcoming recurring transactions (subscriptions, bills). Defaults to current month.
create_transaction Create a new transaction in a specific account.
update_transaction Update fields on an existing transaction. Only provided fields are changed.
delete_transaction Delete a transaction by ID.
create_manual_account Create a new manual account (not linked to a bank).
update_account Update an account
delete_account Delete an account by ID. This is irreversible.
refresh_accounts Trigger a refresh of account balances and transactions from linked institutions. Non-blocking.
is_refresh_complete Check whether a previously started account refresh has completed.
set_budget_amount Set or clear a budget amount for a category or category group.
create_transaction_tag Create a new tag for categorizing transactions.
set_transaction_tags Set (replace) all tags on a transaction.
create_transaction_category Create a new transaction category within a category group.
Permissions 3
network medium filesystem low env_vars low