# 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: - **MCP Endpoint**: `http://localhost:8000/mcp` - **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.