Ben bb38e2441d
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fix: disable goals queries in get_budgets to work around Monarch API errors
The Monarch Money API returns errors for goals-related GraphQL fields
(lines 119-131 in query). Setting use_legacy_goals=False and use_v2_goals=False
skips these problematic fields while still returning budget data.
2025-12-25 04:24:52 +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.
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