Access Monarch financial data for accounts, transactions, budgets, and automated analysis.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Monarch MCP Server" MCP server from askskill: Run: claude mcp add 'io-github-jamiew-monarch-mcp' -- npx -y monarch-mcp-jamiew
Read my last 30 days of transactions in Monarch, summarize spending by category, and list the top three spending categories with transaction details.
A monthly spending summary by category, including top spending categories and detailed transactions.
Fetch my current monthly budget and actual spending data, identify over-budget and near-over-budget categories, and provide brief alerts.
A budget performance report highlighting at-risk categories with brief alert recommendations.
Read the current balances of all my accounts and their 90-day trends, identify which accounts changed the most, and summarize possible reasons.
An account balance trend analysis with the largest changes and a summary of possible causes.
Access Monarch Money data for accounts, transactions, budgets, and investments.
Analyze Monarch Money transactions, budgets, and cash flow with read-only access
Query Monarch Money data for transaction analysis, budget tracking, and cashflow insights.
Manage Monarch Money accounts, transactions, budgets, and financial data with natural language.
Manage Monarch Money transactions, budgets, rules, and personal finance insights.
Query and manage Monarch Money accounts, transactions, and budgets.