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Monarch Money MCP

An MCP server for Monarch Money: ask about accounts, transactions, budgets and cash flow, with a read-only mode.

MCP server★ 425 starsMITFinance & accountingPersonal productivity

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Key facts

Type
MCP server
Jobs it fits
Track spending; Review budgets
Fields
Finance & accounting, Personal productivity
Works with
Claude Desktop, Any MCP client, Python
GitHub
robcerda/monarch-mcp-server
Licence
MIT
Stars
425 as of October 21, 2026
Last updated
October 13, 2026 (last push to GitHub)
Author
@robcerda
Submitted by
@aiteamguide
Added to the Hub
October 21, 2026

Unofficial; uses your Monarch login.

Install / Use it

MITLocal MCP server

Download ZIP View source

Cursor

This config points at a local copy of the repo. Download or clone it first and edit the path placeholders, so there is no one-click button.

Replace the placeholder values (API keys, tokens) with your own after adding it.

Or paste into ~/.cursor/mcp.json

{
  "mcpServers": {
    "monarch-money": {
      "command": "/opt/homebrew/bin/uv",
      "args": [
        "run",
        "--project",
        "/path/to/your/monarch-mcp-server",
        "monarch-mcp-server"
      ],
      "env": {
        "MONARCH_MCP_READ_ONLY": "1"
      }
    }
  }
}

Claude Code

Run in your terminal

claude mcp add --transport stdio monarch-money --env MONARCH_MCP_READ_ONLY=1 -- /opt/homebrew/bin/uv run --project /path/to/your/monarch-mcp-server monarch-mcp-server

Replace the placeholder values (API keys, tokens) with your own after adding it.

Claude Desktop

This config points at a local copy of the repo. Download or clone it first and edit the path placeholders, so there is no one-click button.

Add to claude_desktop_config.json (Settings → Developer → Edit Config), then restart Claude

{
  "mcpServers": {
    "monarch-money": {
      "command": "/opt/homebrew/bin/uv",
      "args": [
        "run",
        "--project",
        "/path/to/your/monarch-mcp-server",
        "monarch-mcp-server"
      ],
      "env": {
        "MONARCH_MCP_READ_ONLY": "1"
      }
    }
  }
}

Replace the placeholder values (API keys, tokens) with your own after adding it.

VS Code

This config points at a local copy of the repo. Download or clone it first and edit the path placeholders, so there is no one-click button.

Replace the placeholder values (API keys, tokens) with your own after adding it.

Or from the command line

code --add-mcp '{"name":"monarch-money","type":"stdio","command":"/opt/homebrew/bin/uv","args":["run","--project","/path/to/your/monarch-mcp-server","monarch-mcp-server"],"env":{"MONARCH_MCP_READ_ONLY":"1"}}'

Codex

Run in your terminal

codex mcp add monarch-money --env MONARCH_MCP_READ_ONLY=1 -- /opt/homebrew/bin/uv run --project /path/to/your/monarch-mcp-server monarch-mcp-server

Replace the placeholder values (API keys, tokens) with your own after adding it.

Quickstart

Get the source

git clone https://github.com/robcerda/monarch-mcp-server.git

Safety: Runs code from a third-party repo. Review the source and the permissions before installing.

Commands and configs are taken from the project's README and re-wrapped in each app's documented format. If they differ, the README wins.

Prefer a ready-made product?

Commercial agents for the same job, with real prices: Ramp, all bookkeeping & finance agents.

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