Monarch Money
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Integrates Monarch Money with Claude Desktop, enabling conversational AI access to personal financial data and insights.
Acerca de
monarch-mcp is a Model Context Protocol (MCP) server designed to bridge Monarch Money's robust financial tracking capabilities with Claude Desktop's conversational AI. This powerful integration allows users to naturally interact with their financial data, asking questions about spending habits, account balances, budget performance, and net worth, and receiving personalized financial insights directly through a chat interface without manual navigation.
Características Principales
- Account Management and Real-time Balances
- Advanced Transaction Search and Filtering
- Detailed Spending Pattern Analysis
- Comprehensive Budget Tracking and Performance Monitoring
- Net Worth Calculation and Asset Allocation Tracking
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Casos de Uso
- Gaining conversational insights into personal financial accounts and balances.
- Analyzing spending patterns by category, merchant, and time period.
- Monitoring budget adherence and tracking net worth over time.