MCP server for Monarch Money — account, transaction, and budget management.
Use this profile to copy client config, check auth requirements, review tools and resources, and compare related MCP servers before adding it to an AI client.
npx -y monarch-money-mcp-server{
"MONARCH_SESSION_TOKEN": "YOUR_SECRET_VALUE",
"MONARCH_EMAIL": "YOUR_VALUE_HERE",
"MONARCH_PASSWORD": "YOUR_SECRET_VALUE",
"MONARCH_TOTP": "YOUR_SECRET_VALUE",
"MONARCH_EMAIL_OTP": "YOUR_SECRET_VALUE",
"MONARCH_SESSION_PASSPHRASE": "YOUR_SECRET_VALUE",
"MONARCH_STATE_DIR": "~/.monarch-money-mcp",
"MONARCH_ENABLED_TOOL_GROUPS": "YOUR_VALUE_HERE",
"MONARCH_ENABLED_TOOLS": "YOUR_VALUE_HERE",
"MONARCH_DISABLED_TOOLS": "YOUR_VALUE_HERE"
}Add this server entry to the mcpServers object in your Claude Desktop config, then restart the app.
{
"mcpServers": {
"com-pulsemcp-monarch-money": {
"command": "npx",
"args": [
"-y",
"monarch-money-mcp-server"
],
"env": {
"MONARCH_SESSION_TOKEN": "YOUR_SECRET_VALUE",
"MONARCH_EMAIL": "YOUR_VALUE_HERE",
"MONARCH_PASSWORD": "YOUR_SECRET_VALUE",
"MONARCH_TOTP": "YOUR_SECRET_VALUE",
"MONARCH_EMAIL_OTP": "YOUR_SECRET_VALUE",
"MONARCH_SESSION_PASSPHRASE": "YOUR_SECRET_VALUE",
"MONARCH_STATE_DIR": "~/.monarch-money-mcp",
"MONARCH_ENABLED_TOOL_GROUPS": "YOUR_VALUE_HERE",
"MONARCH_ENABLED_TOOLS": "YOUR_VALUE_HERE",
"MONARCH_DISABLED_TOOLS": "YOUR_VALUE_HERE"
}
}
}
}~/Library/Application Support/Claude/claude_desktop_config.json%APPDATA%\Claude\claude_desktop_config.jsonNo remote HTTP endpoint is advertised. Use the package or stdio setup shown in Install.
monarch-money is an MCP server for MCP server for Monarch Money — account, transaction, and budget management.. It supports STDIO transport.
Use the generated config in Install. This server runs with npx -y monarch-money-mcp-server; add any required environment variables before starting your client.
Choose the Claude Desktop tab in Install and copy the config for npx -y monarch-money-mcp-server. Add required environment variables before starting Claude Desktop.
Choose the Claude Code tab in Install and copy the config for npx -y monarch-money-mcp-server. Add required environment variables before starting Claude Code.
Choose the Codex tab in Install and copy the config for npx -y monarch-money-mcp-server. Add required environment variables before starting Codex.
Choose the Cursor or VS Code tab in Install and copy the config for npx -y monarch-money-mcp-server. Add required environment variables before starting Cursor or VS Code.
monarch-money uses STDIO transport. Use the package or command config in Install.
monarch-money inventory is listed when the MCP endpoint exposes tools, resources, or prompts. Some servers require auth first.
monarch-money does not advertise a verified auth requirement. If discovery fails, it may still need provider login, an API key, a bearer token, or a session header.
| Package | Registry | Version | Inputs |
|---|---|---|---|
monarch-money-mcp-serverstdio | npm | 0.0.7 | Env: MONARCH_SESSION_TOKEN secret Env: MONARCH_EMAIL Env: MONARCH_PASSWORD secret Env: MONARCH_TOTP secret Env: MONARCH_EMAIL_OTP secret Env: MONARCH_SESSION_PASSPHRASE secret Env: MONARCH_STATE_DIR Env: MONARCH_ENABLED_TOOL_GROUPS Env: MONARCH_ENABLED_TOOLS Env: MONARCH_DISABLED_TOOLS |