by robcerda
MCP Server for use with Monarch Money
# Add to your Claude Code skills
git clone https://github.com/robcerda/monarch-mcp-serverA Model Context Protocol (MCP) server for integrating with the Monarch Money personal finance platform. This server provides seamless access to your financial accounts, transactions, budgets, and analytics through Claude Desktop.
My MonarchMoney referral: https://www.monarchmoney.com/referral/ufmn0r83yf?r_source=share
Built with the MonarchMoney Python library by @hammem - A fantastic unofficial API for Monarch Money with full MFA support.
<a href="https://glama.ai/mcp/servers/@robcerda/monarch-mcp-server"> <img width="380" height="200" src="https://glama.ai/mcp/servers/@robcerda/monarch-mcp-server/badge" alt="monarch-mcp-server MCP server" /> </a>Clone this repository:
git clone https://github.com/robcerda/monarch-mcp-server.git
cd monarch-mcp-server
Install dependencies:
pip install -r requirements.txt
pip install -e .
Configure Claude Desktop: Add this to your Claude Desktop configuration file:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
{
"mcpServers": {
"Monarch Money": {
"command": "/opt/homebrew/bin/uv",
"args": [
"run",
"--with",
"mcp[cli]",
"--with-editable",
"/path/to/your/monarch-mcp-server",
"mcp",
"run",
"/path/to/your/monarch-mcp-server/src/monarch_mcp_server/server.py"
]
}
}
}
No comments yet. Be the first to share your thoughts!
Important: Replace /path/to/your/monarch-mcp-server with your actual path!
Restart Claude Desktop
Important: For security and MFA support, authentication is done outside of Claude Desktop.
Open Terminal and run:
cd /path/to/your/monarch-mcp-server
python login_setup.py
Follow the prompts:
Once authenticated, use these tools directly in Claude Desktop:
get_accounts - View all your financial accountsget_transactions - Recent transactions with filteringget_budgets - Budget information and spendingget_cashflow - Income/expense analysis