A live data connector for Claude. Once connected, Claude can pull real Monarch Money MCP data directly into any conversation — no copy-paste, no spreadsheet exports, no switching tabs.
- Get a free API key — create one here
- Copy the install config below into your
claude_desktop_config.json - Restart Claude Desktop — the tools appear automatically
Monarch Money MCP
Monarch Money MCP server provides read-only access for Claude to review personal financial data in Monarch Money — account balances across 18,000+ institutions, transaction history, budget tracking, cash flow trends, and net worth snapshots. Useful for personal finance analysis, year-end tax preparation summaries, and generating spending insights without manually exporting data. Read-only by design — no write access.
# Install via:
# npx @modelcontextprotocol/inspector https://github.com/carsol/monarch-mcp-server
Full setup walkthrough: Getting Started Guide →