keithah/monarchmoney-ts-mcp

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Model Context Protocol (MCP) server for MonarchMoney with dynamic method discovery and one-click installation

Обзор

A powerful that provides AI assistants with seamless access to MonarchMoney personal finance data. This server dynamically discovers and exposes available methods from the MonarchMoney TypeScript SDK, enabling comprehensive financial data analysis through natural language queries. - from the MonarchMoney TypeScript SDK - across accounts, transactions, budgets, categories, cashflow, recurring, institutions, and insights - - if it's in the SDK, it's available as a tool - - automatically includes new methods as the SDK evolves - with pre-aggregated summary tools - (brief/summary/detailed) - for efficient GraphQL queries - - maintain long conversations - (.

README

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MonarchMoney MCP Server

A powerful Model Context Protocol (MCP) server that provides AI assistants with seamless access to MonarchMoney personal finance data. This server dynamically discovers and exposes ALL available methods from the MonarchMoney TypeScript SDK, enabling comprehensive financial data analysis through natural language queries.

🌟 Key Features

🔄 Dynamic Method Discovery

Automatically discovers ALL functions from the MonarchMoney TypeScript SDK
70+ tools available across accounts, transactions, budgets, categories, cashflow, recurring, institutions, and insights
No hardcoded limitations - if it’s in the SDK, it’s available as a tool
Future-proof - automatically includes new methods as the SDK evolves

🚀 Context-Optimized Performance

99% size reduction with pre-aggregated summary tools
Intelligent verbosity levels (brief/summary/detailed)
Smart natural language parsing for efficient GraphQL queries
Zero context overflow - maintain long conversations

🎯 One-Click Installation

MCPB Bundle Format (.mcpb files) for instant deployment
Automated installation with dependency management
GitHub Releases with ready-to-download bundles
Zero configuration for standard setups

🔐 Enterprise-Grade Security

Local credential storage with environment variables
MFA/TOTP support for two-factor authentication
Session encryption using AES-256
No data transmitted to third parties

🎯 Claude Desktop Ready

Native MCP integration with Claude Desktop
Real-time data access without API delays
Natural language queries for complex financial analysis
Professional query examples and documentation

📦 Quick Install

Installing via Smithery

To install monarchmoney-ts-mcp automatically via Smithery:

npx -y @smithery/cli install @keithah/monarchmoney-ts-mcp

Option 1: One-Click MCPB Bundle (Recommended)

Download the latest .mcpb file from Releases

Extract and install:

unzip monarchmoney-mcp-v1.0.0.mcpb -d monarchmoney-mcp
cd monarchmoney-mcp
node install.js

Configure credentials:

cp .env.example .env
# Edit .env with your MonarchMoney credentials

Option 2: Manual Installation

git clone https://github.com/keithah/monarchmoney-ts-mcp.git
cd monarchmoney-ts-mcp
npm install

Открыть полный README на GitHub

Установка

npx -y @smithery/cli install @keithah/monarchmoney-ts-mcp

Новичок в MCP? Начните с руководства на mcpskill.org →

Конфигурация

{
  "mcpServers": {
    "monarchmoney": {
      "command": "node",
      "args": ["/full/path/to/monarchmoney-ts-mcp/dist/index.js"],
      "env": {
        "MONARCH_EMAIL": "[email protected]",
        "MONARCH_PASSWORD": "your-password",
        "MONARCH_MFA_SECRET": "your-mfa-secret-key"
      }
    }
  }
}