Modern MCP server for accessing Monarch Money financial data using AI agents, like Claude. Token-efficient, smart tool design, and uses latest MCP protocol features
Setup
Choose your client, copy the config, then fill in any required environment variables.
claude mcp add monarch --env MONARCH_EMAIL='<MONARCH_EMAIL>' --env MONARCH_PASSWORD='<MONARCH_PASSWORD>' --env MONARCH_MFA_SECRET='<MONARCH_MFA_SECRET>' -- uvx monarch-mcp-jamiew~/.codex/config.toml
[mcp_servers.monarch]
command = "uvx"
args = ["monarch-mcp-jamiew"]
env = { MONARCH_EMAIL = "<MONARCH_EMAIL>", MONARCH_PASSWORD = "<MONARCH_PASSWORD>", MONARCH_MFA_SECRET = "<MONARCH_MFA_SECRET>" }
# codex mcp add monarch --env MONARCH_EMAIL='<MONARCH_EMAIL>' --env MONARCH_PASSWORD='<MONARCH_PASSWORD>' --env MONARCH_MFA_SECRET='<MONARCH_MFA_SECRET>' -- uvx monarch-mcp-jamiew~/.cursor/mcp.json
{
"mcpServers": {
"monarch": {
"command": "uvx",
"args": [
"monarch-mcp-jamiew"
],
"env": {
"MONARCH_EMAIL": "<MONARCH_EMAIL>",
"MONARCH_PASSWORD": "<MONARCH_PASSWORD>",
"MONARCH_MFA_SECRET": "<MONARCH_MFA_SECRET>"
}
}
}
}.vscode/mcp.json
{
"servers": {
"monarch": {
"type": "stdio",
"command": "uvx",
"args": [
"monarch-mcp-jamiew"
],
"env": {
"MONARCH_EMAIL": "<MONARCH_EMAIL>",
"MONARCH_PASSWORD": "<MONARCH_PASSWORD>",
"MONARCH_MFA_SECRET": "<MONARCH_MFA_SECRET>"
}
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"monarch": {
"command": "uvx",
"args": [
"monarch-mcp-jamiew"
],
"env": {
"MONARCH_EMAIL": "<MONARCH_EMAIL>",
"MONARCH_PASSWORD": "<MONARCH_PASSWORD>",
"MONARCH_MFA_SECRET": "<MONARCH_MFA_SECRET>"
}
}
}
}claude_desktop_config.json
{
"mcpServers": {
"monarch": {
"command": "uvx",
"args": [
"monarch-mcp-jamiew"
],
"env": {
"MONARCH_EMAIL": "<MONARCH_EMAIL>",
"MONARCH_PASSWORD": "<MONARCH_PASSWORD>",
"MONARCH_MFA_SECRET": "<MONARCH_MFA_SECRET>"
}
}
}
}.trae/mcp.json
{
"mcpServers": {
"monarch": {
"command": "uvx",
"args": [
"monarch-mcp-jamiew"
],
"env": {
"MONARCH_EMAIL": "<MONARCH_EMAIL>",
"MONARCH_PASSWORD": "<MONARCH_PASSWORD>",
"MONARCH_MFA_SECRET": "<MONARCH_MFA_SECRET>"
}
}
}
}Environment variables
MONARCH_EMAILMONARCH_PASSWORDMONARCH_MFA_SECRET
Replace the placeholders with your own credentials and keep them out of version control.