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MCP server for Monarch Money finances v1.0.0

Use this resource to check your Monarch Money accounts, transactions and budgets from your agent

New

  • 418 downloads
  • 105 likes
  • 179 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install personal-finance-data-access

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

After installation and one-time authentication with an MFA code, the agent reads your Monarch Money accounts, transactions, budgets and analytics through the MCP server tools. You get answers about your finances directly in Claude.

Mostly picked by

Updated November 2, 2026

Card for the “MCP server for Monarch Money finances” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: installation and setup for Claude Desktop and Claude Code
  • SKILL.md: one-time authentication with an MFA code
  • SKILL.md: core tools for accounts, transactions and budgets

Good fit for

  • You want to review your spending without exporting files
  • You track budgets in Monarch Money and want summaries

Not for

    Tags

    • personal finance
    • budget
    • transactions
    • mcp

    About

    You say

    “Summarise my spending this month by category and flag the budgets I exceeded.”

    Card for the “MCP server for Monarch Money finances” skill

    Skill published by reason-machines under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to check your Monarch Money accounts, transactions and budgets from your agent
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE0 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md20 KB

    Origin and licence

    Listed unmodified

    Author
    reason-machines
    Source
    github.com/reason-machines/mcp-skills/tree/8b5d6f4b8c9ec7285afe142d0f424d595a74c472/skills/monarch-money-mcp-server
    Licence
    MIT

    Notice

    « monarch-money-mcp-server » (reason-machines, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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