Monarch Money 개인 금융 플랫폼과 통합하기 위한 모델 컨텍스트 프로토콜(MCP) 서버입니다. 이 서버는 Claude Desktop과 Claude Code를 통해 귀하의 금융 계좌, 거래, 예산, 분석 파일에 원활하게 접근할 수 있도록 합니다.

제 MonarchMoney 추천: https://www.monarchmoney.com/referral/ufmn0r83yf?r_source=share

MonarchMoneyCommunity Python 라이브러리로 구축됨 - Monarch Money API의 활발히 유지보수되는 커뮤니티 포크로, 완전한 MFA 지원을 제공합니다.

🚀 퀵 스타트

만약 이 MCP 서버를 로컬이나 Claude Desktop 같은 컴퓨터에서 사용할 계획이라면, Local Installation 섹션부터 시작하세요.

컨테이너화된 배포나 클라우드 호스팅과 같은 다른 배포 시나리오는 Containerized Deployment 섹션부터 시작하세요.

1. 지역 설치

1. 이 저장소를 복제:

2. 의존성 설치 하세요:

uv 사용 권장:

--locked는 uv.lock 핀과 정확히 일치하며, 해시를 기록하고 재해결을 거부합니다. 해시가 없으면 uv sync는 자유롭습니다 오늘날 사역대를 만족시키는 어떤 버전이든 구입하기 위해서입니다.

pip 사용 중:

requirements-lock.txt는 'uv’에서 생성됩니다.

Monarch Money MCP Server

A Model Context Protocol (MCP) server for integrating with the Monarch Money personal finance platform. This server provides seamless access to your financial accounts, transactions, budgets, and analytics through Claude Desktop and Claude Code.

My MonarchMoney referral: https://www.monarchmoney.com/referral/ufmn0r83yf?r_source=share

Built with the MonarchMoneyCommunity Python library - An actively maintained community fork of the Monarch Money API with full MFA support.

🚀 Quick Start

If you plan to use this MCP server locally / on the same computer as Claude Desktop or similar, start with the Local Installation section.

For other deployment scenarios - like containerized deployment or cloud hosting - start with the Containerized Deployment section.

1. Local Installation

1. Clone this repository:

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

2. Install dependencies:

   Using uv (recommended):

   uv sync --locked
   

   --locked installs exactly what uv.lock pins, verified against the hashes it records, and refuses to re-resolve. Without it, uv sync is free to pick up whatever versions happen to satisfy the ranges today.

   Using pip:

   pip install -r requirements-lock.txt --require-hashes
   pip install -e . --no-deps
   

   requirements-lock.txt is generated from uv.lock and pins every transitive dependency with hashes, so --require-hashes gives the pip path the same guarantee as the uv one. --no-deps on the second command stops pip re-resolving what the first command just pinned.

   pip install -r requirements.txt still works and installs exactly the same set. That file is now a one line include of requirements-lock.txt, kept so existing setups and scripts do not break. The pins moved out of it because a root requirements.txt gets resolved as an independent manifest, which had started producing a pinned set that disagreed with uv.lock.

3. Configure Claude Desktop: Add this to your Claude Desktop configuration file:

   macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

   Windows: %APPDATA%\Claude\claude_desktop_config.json

   {
     "mcpServers": {
       "Monarch Money": {
         "command": "/opt/homebrew/bin/uv",
         "args": [
           "run",
           "--locked",
           "--project",