Manage Monarch Money transactions, budgets, rules, and personal finance insights.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "monarch-mcp-ultimate" yet — see the docs or source repo.
Connect to my Monarch Money data and summarize spending for the last month by category, including amount, share, month-over-month change, and the top three categories.
A monthly spending summary with category totals, shares, trends, and key spending highlights.
Read my current budget and actual spending data, identify over-budget and under-budget items this month, and provide brief causes and adjustment suggestions.
A budget variance report listing exceptions, differences, likely causes, and actionable recommendations.
Analyze my uncategorized or miscategorized transactions from the last three months and suggest merchant and categorization rules to automate them, ranked by priority.
A prioritized set of ready-to-use rule suggestions with sample transactions and expected cleanup impact.
Access Monarch Money data for accounts, transactions, budgets, and investments.
Query and manage Monarch Money accounts, transactions, and budgets.
Manage Monarch Money accounts, transactions, budgets, and financial data with natural language.
Query Monarch Money data for transaction analysis, budget tracking, and cashflow insights.
Analyze Monarch Money transactions, budgets, and cash flow with read-only access
Access Monarch financial data for accounts, transactions, budgets, and automated analysis.