Initial commit: Monarch MCP Custom SSE server

README.md

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+# Monarch Money Custom MCP Server
+
+A custom Model Context Protocol (MCP) server for Monarch Money, designed for Docker deployment with SSE (Server-Sent Events) support.
+
+## 🚀 Setup
+
+### 1. Obtain Authentication Token
+Run the setup script locally to authenticate and generate a token:
+
+```bash
+python login_setup.py
+```
+
+Follow the prompts to log in. Once successful, copy the `MONARCH_TOKEN` printed in the terminal.
+
+### 2. Configure Environment
+Create a `.env` file based on `.env.example` and paste your token:
+
+```bash
+cp .env.example .env
+# Edit .env and set MONARCH_TOKEN=your_token_here
+```
+
+### 3. Deploy with Docker
+Start the server using Docker Compose:
+
+```bash
+docker-compose up -d
+```
+
+## 🔌 Connection
+The server will be available at:
+- **SSE Endpoint**: `http://localhost:8000/mcp/sse`
+- **Health Check**: `http://localhost:8000/health`
+
+## 🛠️ Tools Included
+- `get_accounts`: View all financial accounts.
+- `get_transactions`: Fetch recent transactions with filtering.
+- `get_budgets`: View budget status.
+- `get_account_holdings`: Detailed investment holdings.
+- `refresh_accounts`: Trigger a refresh of account data.