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monarch-money-mcp-server

Retrieve and manage Monarch Money finance data via MCP.

7|2|Updated May 16, 2026
Search Tags:#budgeting#transaction management#personal finance#mcp server#monarch money#spending analytics#mfa authentication
One-click install
npx skills add https://github.com/Aradotso/mcp-skills --skill monarch-money-mcp-server
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: monarch-money-mcp-server
Source: https://github.com/Aradotso/mcp-skills/tree/main/skills/monarch-money-mcp-server
Command: npx skills add https://github.com/Aradotso/mcp-skills --skill monarch-money-mcp-server

SYSTEM DOCUMENTATION & REQUIREMENTS

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."

Frequently Asked Questions about monarch-money-mcp-server

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I connect Monarch Money to Claude for personal finance management?▼

You connect Monarch Money to Claude by completing the skill's login_setup flow to establish a valid MFA-authenticated session, which then exposes deterministic tool functions like get_accounts and get_transactions over the MCP server runtime.

Can I search and update Monarch Money transactions through Claude?▼

Yes, you can search, review, create, update, split, tag, and delete Monarch Money transactions through Claude using guided workflows and deterministic MCP tool functions like search_transactions.

Does Monarch Money MCP server support budget and category management?▼

The Monarch Money MCP server supports budget and category management by allowing Claude to read and set budget amounts, manage category groups, and apply auto-categorization rules via exposed tool functions.

How do I analyze cashflow and net-worth trends from my Monarch Money data?▼

You analyze cashflow and net-worth trends by requesting financial summaries through Claude, which retrieves your Monarch Money account and transaction data to generate spending analytics and trend reports.

Do I need MFA authentication to use Monarch Money with Claude?▼

Yes, MFA authentication is required to establish a valid Monarch Money session via the skill's login_setup flow before any account lookup, transaction search, or budget management functions can execute.

Can I refresh account balances and view investment holdings in Monarch Money through Claude?▼

You can refresh account balances and retrieve linked investment holdings by asking Claude to call the appropriate Monarch Money MCP server functions, reflecting up-to-date financial data.

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