monarch-money-mcp-server

Clone the monarch-mcp-server repository, install dependencies with pip or uv, then add the server to claude_desktop_config.json with the uv run command and absolute paths to server.py. Run login_setup.py once in a terminal to authenticate before restarting Claude Desktop.

Use the bulk_categorize_transactions tool with a list of transaction IDs and a target category ID. You can first find candidates with get_transactions_needing_review filtered by uncategorized=True, then apply the category and mark them reviewed.

Yes, the login_setup.py script supports MFA by prompting for a 2FA code during authentication. For SSO or Google sign-in users, the monarch_login_with_token function accepts a session token copied from the browser.

The most common causes are wrong config file location, relative paths instead of absolute paths in the configuration, or Claude Desktop not being fully restarted. Check the Claude Desktop logs for errors after verifying the config.

Yes, create_transaction_rule builds rules with merchant criteria operators like contains or equals, plus optional amount conditions. Rules can set a category and add tags automatically to matching future transactions.

The server depends on session tokens stored locally, which eventually expire and require re-running login_setup.py. Large transaction queries can time out, so use pagination with limit and offset or narrow date ranges for big datasets.