Monarch Money FAQs

Question 1

What is the Monarch Money MCP Server?

Accepted Answer

It's a Model Context Protocol (MCP) server that provides programmatic access to your Monarch Money financial data, enabling seamless integration with AI assistants, custom dashboards, and other applications.

Question 2

How does this tool help with budget and transaction management?

Accepted Answer

The server offers robust tools to get transactions with extensive filtering options, access budget data for spending insights, and manage transaction categories, allowing for in-depth personal finance analysis and tracking.

Question 3

Is my financial data secure when using the Monarch Money MCP Server?

Accepted Answer

Security is paramount. The server uses credentials and MFA secrets from your local configuration file and caches authentication tokens securely in a dedicated directory. It's crucial to protect these local files as they contain sensitive information.

Question 4

What financial data can I access using this tool?

Accepted Answer

You can retrieve a wide range of financial data including account balances, detailed transaction history, budget information, spending insights, financial goals, net worth snapshots, cash flow, and investment portfolio details.

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