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Monarch Money MCP Server

Community

About

Bring Monarch Money personal finance data into Claude. Query accounts, transactions, budgets, cash flow, and net worth for AI-assisted financial analysis.

Features

  • List accounts and balances
  • Query and categorize transactions
  • Read budgets and cash flow
  • Track net worth over time
  • Analyze spending patterns

Installation

Using Claude Desktop

Add this configuration to your Claude Desktop config file:

{
  "mcpServers": {
    "monarch": {
      "command": "uvx",
      "args": [
        "monarch-mcp-server"
      ],
      "env": {
        "MONARCH_EMAIL": "your-email@example.com",
        "MONARCH_PASSWORD": "your-password"
      }
    }
  }
}

Using Cursor

Configure in your Cursor settings (Settings > MCP):

{
  "monarch": {
    "command": "uvx",
    "args": [
      "monarch-mcp-server"
    ],
    "env": {
      "MONARCH_EMAIL": "your-email@example.com",
      "MONARCH_PASSWORD": "your-password"
    }
  }
}

How to Use

Once installed, you can ask your AI assistant to:

  • "Show my spending by category for last month"
  • "Where am I over budget right now?"
  • "How has my net worth changed this year?"
  • "List all subscription transactions"

Resources