monarch-mcp-server

概述

这个 MCP 服务器通过 Claude Desktop 和 Claude Code 提供 Monarch Money 个人财务数据的全面访问。它支持账户管理、交易跟踪、预算制定、财务分析等功能，并支持包括 MFA 在内的安全认证。服务器实现了完整的 MCP 协议，可以提供数十种金融操作，包括获取交易、管理分类、创建规则以及追踪净资产等。

试试问 AI

装完之后，这里有 5 个你可以让 AI 做的事：

• get_accounts

  Get all financial accounts with balances and institution info

  试试:Show me all my financial accounts试试:List my investment accounts
• get_transactions

  Get transactions with filtering and reconciliation fields

  试试:Show me my last 50 transactions试试:Find all transactions from Chase in March
• get_budgets

  Get budget information including spent amounts and remaining balances

  试试:Show me my current budget status试试:How much have I spent on groceries this month?
• get_cashflow

  Analyze financial cashflow over specified date ranges with income/expense breakdowns

  试试:Get my cashflow for the last 3 months试试:Show me income vs expenses this year
• get_net_worth

  Track total net worth over time with daily snapshots and trend analysis

  试试:Show my net worth trend for the past year试试:What's my current net worth?
• create_transaction

  Create new transaction in an account

  试试:Add a $50 grocery transaction today试试:Create a $200 rent payment for this month
• get_categories

  List all transaction categories with groups, icons, and metadata

  试试:Show me all available categories试试:What are the subcategories under Food & Dining?
• search_transactions

  Search transactions with filters for merchant, category, account, tags, date ranges, and amounts

  试试:Find all Amazon transactions over $50试试:Search for transactions tagged 'Tax Deductible'
• get_transaction_rules

  List all auto-categorization rules

  试试:Show me all my auto-categorization rules试试:What rules do I have for Amazon purchases?
• create_tag

  Create a new tag with custom name and color

  试试:Create a new tag called 'Business Expenses' with color blue试试:Add a 'Vacation' tag with green color
• set_transaction_category

  Assign a category to a transaction

  试试:Set this transaction to 'Groceries' category试试:Categorize this as 'Dining Out'
• get_recurring_transactions

  View upcoming recurring transactions

  试试:Show me my upcoming bills试试:List all recurring subscriptions

可对比工具

安装

git clone https://github.com/robcerda/monarch-mcp-server.git
cd monarch-mcp-server

pip install -r requirements.txt
pip install -e .

{
  "mcpServers": {
    "Monarch Money": {
      "command": "/opt/homebrew/bin/uv",
      "args": [
        "run",
        "--with",
        "mcp[cli]",
        "--with-editable",
        "/path/to/your/monarch-mcp-server",
        "mcp",
        "run",
        "/path/to/your/monarch-mcp-server/src/monarch_mcp_server/server.py"
      ]
    }
  }
}

python login_setup.py

FAQ

此服务器是否支持 Monarch Money 的 MFA？

是的，它通过 login_setup.py 脚本完全支持双因素认证。

我多久需要重新认证一次？

认证会持续数周/数月并保持会话状态，因此不需要频繁重新认证。

monarch-mcp-server 对比