# phyous/Monarch Money MCP Server

Source: https://glimind.com/server/glama%2Fphyous%2Fmonarch-money-mcp-server
Registry id: `glama/phyous/monarch-money-mcp-server`
Status: unknown

## Tools (33)

- `monarch_check_auth`: Check if currently authenticated with Monarch Money.
- `monarch_create_category`: Create category.
- `monarch_create_manual_account`: Create a new manual account.
- `monarch_create_tag`: Create tag.
- `monarch_create_transaction`: Create transaction.
- `monarch_delete_account`: Delete an account.
- `monarch_delete_category`: Delete category.
- `monarch_delete_transaction`: Delete transaction.
- `monarch_get_account_history`: Get daily balance snapshots over a date range.
- `monarch_get_account_holdings`: Get securities/holdings for an investment account.
- `monarch_get_account_types`: Get all available account types in Monarch Money.
- `monarch_get_accounts`: Get all accounts linked to Monarch Money.
- `monarch_get_accounts_summary`: Get lightweight summary of all accounts, faster than monarch_get_accounts.
- `monarch_get_budgets`: Get all budgets.
- `monarch_get_cashflow`: Get cashflow summary.
- `monarch_get_cashflow_by_category`: Breakdown by category.
- `monarch_get_cashflow_by_merchant`: Breakdown by merchant.
- `monarch_get_categories`: Get categories.
- `monarch_get_institutions`: Linked institutions.
- `monarch_get_recurring_transactions`: View recurring transactions.
- `monarch_get_subscription`: Subscription details.
- `monarch_get_tags`: Get tags.
- `monarch_get_transaction_details`: Get transaction details.
- `monarch_get_transaction_splits`: Get split information.
- `monarch_get_transactions`: Search transactions.
- `monarch_get_transactions_summary`: Get summary stats.
- `monarch_login`: Login to Monarch Money with email and password, supports MFA.
- `monarch_refresh_accounts`: Sync accounts with institutions.
- `monarch_set_budget_amount`: Set/update budget.
- `monarch_set_transaction_tags`: Apply tags.
- `monarch_update_account`: Update an existing account.
- `monarch_update_transaction`: Update transaction.
- `monarch_update_transaction_splits`: Split transaction.

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