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Query Monarch Money data for transaction analysis, budget tracking, and cashflow insights.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Monarch Money MCP Server" yet — see the docs or source repo.
Read my Monarch Money transactions from the last 3 months, summarize spending by category, identify the top 5 categories, and explain which category increased the most versus the previous month.
A spending summary by category with the top five expense areas and month-over-month change insights.
Using this month’s Monarch Money budgets and actual spending, tell me which categories are over budget, which are close, and give brief recommendations.
A list of over-budget and near-limit categories, plus concise spending control recommendations.
Analyze my income, fixed expenses, and variable expenses over the last 6 months, summarize cashflow trends, and flag any months with notable anomalies.
A cashflow trend overview including income and expense changes, anomaly alerts, and the main reasons behind them.
Analyze Monarch Money transactions, budgets, and cash flow with read-only access
Access Monarch Money data for accounts, transactions, budgets, and investments.
Connect AI assistants to Monarch Money data for finance management and analysis.
Manage Monarch Money accounts, transactions, budgets, and financial data with natural language.
Turn bank transactions into digests with forecasts, spending analysis, and receipt matching.
Access and manage Banktivity finances, transactions, and budgets with natural language.