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- Add validate_account_id() for get_account_holdings input validation - Fix double logging bug in retry_on_auth_error decorator - Remove emojis from log messages for cleaner log parsing - Make PORT and LOG_LEVEL environment variables functional - Delete redundant requirements.txt (pyproject.toml is authoritative) - Clarify MONARCH_PORT is for Docker Compose only in .env.example
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:
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:
cp .env.example .env
# Edit .env and set MONARCH_TOKEN=your_token_here
3. Deploy with Docker
Start the server using Docker Compose:
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.