Connects Claude to Monarch Money's full financial API suite: accounts, transactions, budgets, cashflow, investments, and spending analysis. Built on FastMCP with token-efficient formatting that cuts transaction payloads by 80%, server-side search, bulk parallel updates, and multi-month spending forecasts. Ships with MCP resources for quick category and account lookups, guided prompts for financial workflows, and natural language date parsing. Uses the community-maintained monarchmoneycommunity library with MFA support. Published to PyPI so you can run it with uvx without cloning. Useful when you need Claude to query balances, categorize expenses, analyze spending patterns, or update transaction metadata across your connected accounts.
claude mcp add --transport stdio jamiew-monarch-mcp uvx monarch-mcp