Monarch Money

概要

This Model Context Protocol (MCP) server enables seamless integration with the Monarch Money personal finance platform. It allows users to access and manage their financial accounts, transactions, budgets, and analytics directly through Claude Desktop. Built upon the robust MonarchMoney Python library, the server features secure one-time authentication with multi-factor authentication (MFA) support, ensuring credentials are never exposed to Claude Desktop while maintaining persistent sessions for continuous access to your financial information.

主な機能

• Persistent sessions, eliminating the need for frequent re-authentication.
• Ability to create, update, and manage individual financial transactions.
• Comprehensive financial data access including accounts, transactions, budgets, and cashflow.
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• Tools for detailed financial analysis, including budgeting and income/expense breakdowns.
• Secure one-time authentication with full multi-factor authentication (MFA) support.

ユースケース

• Retrieve and filter recent transaction data for various accounts.
• View all linked financial accounts with real-time balances and holdings.
• Analyze personal cash flow and budget spending over specified date ranges.