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Third-party server — not affiliated with ClaudeFinanceLab. This server is developed and maintained by Community. ClaudeFinanceLab is a neutral directory and does not endorse, operate, or take any responsibility for this server. We are not liable for its availability, accuracy of outputs, data privacy practices, security, or fitness for any purpose. Eval scores are point-in-time automated test results — they do not constitute a security audit or ongoing guarantee of correctness. Never use third-party MCP servers for real financial decisions without independent due diligence. Server owners who object to their listing can contact us at evals@claudefinancelab.com for prompt removal. Full disclaimer →
What is an MCP server?

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.

Connect in 3 steps
  1. Get a free API key — create one here
  2. Copy the install config below into your claude_desktop_config.json
  3. Restart Claude Desktop — the tools appear automatically
Full setup guide (5 min) →
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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.

💳 Payments & Banking 🔑 Auth required — API key stdio MIT ★ 220 GitHub stars
Not yet evaluated
Install Config
# Install via:
# npx @modelcontextprotocol/inspector https://github.com/carsol/monarch-mcp-server

Full setup walkthrough: Getting Started Guide →

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