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fix: switch to monarchmoneycommunity library (v1.3.2)
Replaces the abandoned monarchmoney (hammem) with the actively maintained
monarchmoneycommunity fork (bradleyseanf). This resolves the API domain
migration issue where api.monarchmoney.com 301-redirects to api.monarch.com,
causing Authorization header stripping and 401 errors.

- Update dependency: monarchmoney>=0.1.15 -> monarchmoneycommunity>=1.3.2
- Update gql pin: >=3.4,<4.0 -> >=4.0,<5.0 (required by community fork)
- Remove runtime BASE_URL patch (no longer needed, fork has correct URL)
2026-05-05 03:21:03 +00:00
2026-05-05 02:59:31 +00:00

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.
Description
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