Monarch MCP Server
Query and update Monarch Money accounts, transactions, and budgets
io.github.jamiew/monarch-mcp · Repository · version 0.7.1 · 29 stars · listed from registry
Install
The sweep installs into a clean prefix, but this is the command a user would run:
uvx monarch-mcp-jamiew
Needs credentials: MONARCH_EMAIL, MONARCH_PASSWORD. The probe used placeholder values, so an amber needs credentials result below means the server asked for the real ones, not that it is broken. Maintainers: how to go green.
Results by platform
Linux
installs and connects2026-08-15 · probed over pypi1 recorded run, oldest first.
tools/list returned 21 tools.
get_accounts get_transactions search_transactions get_budgets get_cashflow get_transaction_categories create_transaction update_transaction update_transactions_bulk get_transaction_splits update_transaction_splits get_account_holdings get_account_history get_institutions get_recurring_transactions set_budget_amount create_manual_account get_spending_summary refresh_accounts get_complete_financial_overview analyze_spending_patterns
macOS
installs and connects2026-08-15 · probed over pypi1 recorded run, oldest first.
tools/list returned 21 tools.
get_accounts get_transactions search_transactions get_budgets get_cashflow get_transaction_categories create_transaction update_transaction update_transactions_bulk get_transaction_splits update_transaction_splits get_account_holdings get_account_history get_institutions get_recurring_transactions set_budget_amount create_manual_account get_spending_summary refresh_accounts get_complete_financial_overview analyze_spending_patterns
Windows
installs and connects2026-08-15 · probed over pypi1 recorded run, oldest first.
tools/list returned 21 tools.
get_accounts get_transactions search_transactions get_budgets get_cashflow get_transaction_categories create_transaction update_transaction update_transactions_bulk get_transaction_splits update_transaction_splits get_account_holdings get_account_history get_institutions get_recurring_transactions set_budget_amount create_manual_account get_spending_summary refresh_accounts get_complete_financial_overview analyze_spending_patterns
Badge
Paste this into the project README to show the current result:
[](https://doesitinstall.com/s/io.github.jamiew__monarch-mcp.html)