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.