Provides comprehensive access to Monarch Money financial data and operations for integration with AI assistants.
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This tool functions as an MCP (Model Context Protocol) server, acting as a bridge between AI assistants and Monarch Money. It wraps the underlying monarchmoney Python library to enable seamless interaction, allowing users to programmatically access and manage their personal finance data. The server supports a wide range of operations, including retrieving account details, filtering transactions, analyzing budgets, tracking financial goals, and monitoring net worth, all while handling secure authentication and session management.
Características Principales
01Budget Analysis: Access budget data and spending insights.
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03Goal Tracking: Access financial goals and monitor progress.
04Account Management: List and retrieve account information and balances.
05Transaction Operations: Get transactions with filtering by date, accounts, and categories.
06Net Worth Tracking: Retrieve net worth snapshots over time.
Casos de Uso
01Querying account balances and details from Monarch Money.
02Analyzing transactions with specific filters for dates or categories.
03Monitoring current budget status and tracking spending against goals.
