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