monarch-money-mcp-server
OfficialConnect Monarch Money to Claude for finance ops.
Finance & Accounting#budgeting#transaction management#personal finance#mcp server#monarch money#spending analytics#mfa authentication
AuthorAradotso
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill removes the manual effort of looking up and analyzing your personal finance information by letting Claude access your Monarch Money accounts, transactions, budgets, and categorizations through MCP.
Core Features & Use Cases
- Account & investment visibility: Retrieve linked accounts, holdings, and refresh balances to reflect up-to-date data.
- Transaction management: Search, review, create, update, split, tag, and delete transactions with guided workflows.
- Budgeting, categorization, and analytics: Read and set budgets, manage categories/groups, apply auto-categorization rules, and generate summaries like cashflow and net worth.
Quick Start
Ask: "Show me my last 50 transactions from Monarch and summarize my spending by category for January 2024."
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: monarch-money-mcp-server Download link: https://github.com/Aradotso/mcp-skills/archive/main.zip#monarch-money-mcp-server Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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