monarch-money

MCP Server for use with Monarch Money

A local, agent-friendly command-line tool for Monarch Money. Written in Go.

An open source desktop & web app that expands what's possible with Monarch Money. Each tool works independently with your account—enable only what you need.

MCP Server for use with Monarch Money

A Model Context Protocol (MCP) server that provides seamless integration between Monarch Money and Claude Desktop.

Userscript that syncs Canadian financial institutions (Wealthsimple, Questrade, Canada Life, Rogers Bank, MBNA) with Monarch Money — balance history, transactions, holdings, and more.

An agentic budgeting companion — a local-first MCP server that turns Claude into a financial advisor over your Monarch Money data (read + categorize only).

Node.js/TypeScript API client for Monarch Money with built-in MCP server for AI agents. 30 tools, retry, rate limiting, auto-pagination.

Personal portfolio rebalancer: Monarch sync, withdrawal/deposit planner, MPT efficient-frontier optimizer.

Auto-forward Gmail to any address (Monarch Money receipts, etc.) with a tiny Apps Script in your own account. No add-ons, no third-party mailbox access. Not associated with Monarch Money.

Monarch Money tells you where your money went. Monarch Forecast tells you where it's going.

A Chrome extension for Monarch that automatically matches pending transactions using various APIs

Python CLI to merge one or more Rogers Bank CSVs into a Monarch Money import; supports inclusive date filtering (to-date defaults to today).

Unofficial browser extension that adds a forward-looking projected-balance graph, pending-check tracking, and auto-reconciliation to Monarch Money accounts.

Hands-free Monarch Money -> Excel cash-flow pipeline: atomic-swap importer, NAS inbox watcher, nightly cookie-auth puller. Built paranoid for unattended runs on a money file.

Open-source MCP server connecting AI assistants to Monarch Money personal finance data. 20+ tools, OAuth 2.1, dual transport (stdio + HTTP).

Monarch Money CSV ingest library — parsers, dedup, SQLAlchemy models, CLI.

Browser extension (Manifest V3) that extracts check payees from Ally Bank images using Claude vision and writes the merchant and category to matching Monarch Money transactions. Runs client-side. Not associated with Monarch Money in any way whatsoever.