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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.
Connect AI assistants to Monarch Money data for finance management and analysis.
Manage Monarch Money accounts, transactions, budgets, and financial data with natural language.
Analyze Monarch Money transactions, budgets, and cash flow with read-only access
Access Monarch financial data for accounts, transactions, budgets, and automated analysis.
Connect to Monzo with natural language to check balances and manage pots.
Capture daily expenses and classify them through an MCP finance server.