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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 pypi

1 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 pypi

1 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 pypi

1 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:

[![does it install](https://img.shields.io/endpoint?url=https://doesitinstall.com/badge/io.github.jamiew__monarch-mcp.json)](https://doesitinstall.com/s/io.github.jamiew__monarch-mcp.html)