monarch-money-mcp-cli 0.1.0__tar.gz

monarch_money_mcp_cli-0.1.0/.gitignore

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monarch_money_mcp_cli-0.1.0/CHANGELOG.md

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+# Changelog
+
+## 0.1.0 (2026-09-25)
+
+- `monarch auth`: login, status, logout via macOS Keychain.
+- `monarch accounts list`, `transactions`/`tx`, `cashflow`, `spending`, and `income` by category.
+- Business entities: `monarch entities` and `--entity` scoping, including `cashflow --by-entity`.
+- Date shortcuts: `--month`, `--year`, `--ytd`, `--last-month`, `--days`, `--from`/`--to`.
+- `--output table|csv|json` on every data command and `doctor`.
+- `monarch doctor`: diagnoses Keychain, API, and MCP setup.
+- `monarch mcp`: read-only MCP server with 7 tools (optional `[mcp]` extra).

monarch_money_mcp_cli-0.1.0/CONTRIBUTING.md

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+# Contributing
+
+1. **No new runtime dependencies.** The only allowed extra is the official `mcp` SDK.
+2. **Read-only.** Don't add GraphQL mutations or commands that change data.
+3. **No configurable API host or proxy.**
+4. **Tests pass:** `uv run --no-project -- python -m unittest discover -s tests -v`.
+5. New data commands go into both the CLI and the MCP server (see [CLAUDE.md](CLAUDE.md)). Update the README and CHANGELOG too.
+
+Contributions are licensed under the MIT License.

monarch_money_mcp_cli-0.1.0/LICENSE

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+MIT License
+
+Copyright (c) 2026 Sarbmeet S Kandhari
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

monarch_money_mcp_cli-0.1.0/PKG-INFO

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+Metadata-Version: 2.5
+Name: monarch-money-mcp-cli
+Version: 0.1.0
+Summary: Read-only Monarch Money MCP server and CLI. Pull accounts, transactions, cash flow, spending and income into Claude or your terminal. Zero dependencies, token in the macOS Keychain.
+Project-URL: Homepage, https://github.com/simplemind-dev/monarch-money-mcp-cli
+Project-URL: Issues, https://github.com/simplemind-dev/monarch-money-mcp-cli/issues
+Project-URL: Changelog, https://github.com/simplemind-dev/monarch-money-mcp-cli/blob/main/CHANGELOG.md
+Author: simplemind
+License-Expression: MIT
+License-File: LICENSE
+Keywords: budget,budgeting,claude,claude-code,cli,keychain,mcp,mcp-server,model-context-protocol,monarch,monarch-money,personal-finance
+Classifier: Development Status :: 3 - Alpha
+Classifier: Environment :: Console
+Classifier: Intended Audience :: End Users/Desktop
+Classifier: Operating System :: MacOS
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Programming Language :: Python :: 3.13
+Classifier: Topic :: Office/Business :: Financial
+Requires-Python: >=3.11
+Provides-Extra: mcp
+Requires-Dist: mcp==2.2.0; extra == 'mcp'
+Description-Content-Type: text/markdown
+
+# Monarch Money MCP server + CLI
+
+A read-only MCP server and command line tool for [Monarch Money](https://www.monarch.com). Use it to give
+Claude (or any MCP client) access to your accounts, transactions, cash flow, spending, and income.
+There are no third-party dependencies beyond the MCP SDK, and your session token stays in the macOS Keychain.
+
+> **Unofficial.** This project isn't affiliated with Monarch Money, Inc. It uses Monarch's private web API,
+> which may change without notice.
+
+## Quick start
+
+Requires macOS, Python 3.11+, and [uv](https://docs.astral.sh/uv/).
+
+```bash
+uv tool install 'monarch-money-mcp-cli[mcp]'
+monarch auth                                              # email, password, MFA code
+monarch doctor                                            # everything should be ok
+claude mcp add monarch -s user -- "$(which monarch)" mcp  # then restart Claude Code
+```
+
+Or with pipx: `pipx install 'monarch-money-mcp-cli[mcp]'`.
+
+## Commands
+
+```bash
+monarch auth [login|status|logout|paste-token]
+monarch doctor
+monarch entities
+monarch accounts list [--all]
+monarch tx [--search TEXT] [--account ID] [--limit N]
+monarch cashflow [--by-entity]
+monarch spending
+monarch income
+```
+
+- **Dates:** the default is the current month. Give `START END` (`YYYY-MM-DD`), or one of `--month YYYY-MM`,
+  `--year YYYY`, `--ytd`, `--last-month`, `--days N`, or `--from DATE [--to DATE]`.
+- **Business entities:** add `--entity <id|name|household>` to limit results to an entity. You can repeat it.
+- **Output:** `--output table|csv|json` (`--json` for short).
+
+```bash
+monarch spending --last-month
+monarch cashflow --ytd --entity "Acme LLC"
+monarch tx --from 2026-01-01 --output csv > transactions.csv
+```
+
+Run `monarch <command> --help` for all options.
+
+## MCP server
+
+**Claude Desktop:** add this to `~/Library/Application Support/Claude/claude_desktop_config.json`, using
+the path that `which monarch` prints, then restart the app:
+
+```json
+{ "mcpServers": { "monarch": { "command": "/Users/you/.local/bin/monarch", "args": ["mcp"] } } }
+```
+
+The tools are all read-only: `monarch_list_entities`, `monarch_list_accounts`, `monarch_list_transactions`,
+`monarch_cashflow_summary`, `monarch_cashflow_by_entity`, `monarch_spending_by_category`, and
+`monarch_income_by_category`.
+
+## Troubleshooting
+
+Run `monarch doctor`. Every row that isn't `ok` explains the problem, and most include the fix command.
+
+- **Not logged in or session expired:** run `monarch auth`. If login asks for a CAPTCHA, use `monarch auth paste-token`.
+- **Monarch is temporarily unavailable:** Monarch is down or overloaded. Wait a minute and try again.
+- **`/mcp` doesn't show `monarch`:** restart Claude Code after adding the server.
+- **Stale `monarch` entry pointing at `api.monarch.com/mcp`:** run the `claude mcp remove` command that `doctor` shows.
+
+## Security
+
+Your password is never stored. The tool only talks to `api.monarch.com` and never changes your data.
+See [SECURITY.md](SECURITY.md).
+
+## Development
+
+```bash
+git clone https://github.com/simplemind-dev/monarch-money-mcp-cli && cd monarch-money-mcp-cli
+uv venv && uv pip install -e '.[mcp]'
+uv run --no-project -- python -m unittest discover -s tests -v
+```
+
+## License
+
+[MIT](LICENSE)

monarch_money_mcp_cli-0.1.0/README.md

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+# Monarch Money MCP server + CLI
+
+A read-only MCP server and command line tool for [Monarch Money](https://www.monarch.com). Use it to give
+Claude (or any MCP client) access to your accounts, transactions, cash flow, spending, and income.
+There are no third-party dependencies beyond the MCP SDK, and your session token stays in the macOS Keychain.
+
+> **Unofficial.** This project isn't affiliated with Monarch Money, Inc. It uses Monarch's private web API,
+> which may change without notice.
+
+## Quick start
+
+Requires macOS, Python 3.11+, and [uv](https://docs.astral.sh/uv/).
+
+```bash
+uv tool install 'monarch-money-mcp-cli[mcp]'
+monarch auth                                              # email, password, MFA code
+monarch doctor                                            # everything should be ok
+claude mcp add monarch -s user -- "$(which monarch)" mcp  # then restart Claude Code
+```
+
+Or with pipx: `pipx install 'monarch-money-mcp-cli[mcp]'`.
+
+## Commands
+
+```bash
+monarch auth [login|status|logout|paste-token]
+monarch doctor
+monarch entities
+monarch accounts list [--all]
+monarch tx [--search TEXT] [--account ID] [--limit N]
+monarch cashflow [--by-entity]
+monarch spending
+monarch income
+```
+
+- **Dates:** the default is the current month. Give `START END` (`YYYY-MM-DD`), or one of `--month YYYY-MM`,
+  `--year YYYY`, `--ytd`, `--last-month`, `--days N`, or `--from DATE [--to DATE]`.
+- **Business entities:** add `--entity <id|name|household>` to limit results to an entity. You can repeat it.
+- **Output:** `--output table|csv|json` (`--json` for short).
+
+```bash
+monarch spending --last-month
+monarch cashflow --ytd --entity "Acme LLC"
+monarch tx --from 2026-01-01 --output csv > transactions.csv
+```
+
+Run `monarch <command> --help` for all options.
+
+## MCP server
+
+**Claude Desktop:** add this to `~/Library/Application Support/Claude/claude_desktop_config.json`, using
+the path that `which monarch` prints, then restart the app:
+
+```json
+{ "mcpServers": { "monarch": { "command": "/Users/you/.local/bin/monarch", "args": ["mcp"] } } }
+```
+
+The tools are all read-only: `monarch_list_entities`, `monarch_list_accounts`, `monarch_list_transactions`,
+`monarch_cashflow_summary`, `monarch_cashflow_by_entity`, `monarch_spending_by_category`, and
+`monarch_income_by_category`.
+
+## Troubleshooting
+
+Run `monarch doctor`. Every row that isn't `ok` explains the problem, and most include the fix command.
+
+- **Not logged in or session expired:** run `monarch auth`. If login asks for a CAPTCHA, use `monarch auth paste-token`.
+- **Monarch is temporarily unavailable:** Monarch is down or overloaded. Wait a minute and try again.
+- **`/mcp` doesn't show `monarch`:** restart Claude Code after adding the server.
+- **Stale `monarch` entry pointing at `api.monarch.com/mcp`:** run the `claude mcp remove` command that `doctor` shows.
+
+## Security
+
+Your password is never stored. The tool only talks to `api.monarch.com` and never changes your data.
+See [SECURITY.md](SECURITY.md).
+
+## Development
+
+```bash
+git clone https://github.com/simplemind-dev/monarch-money-mcp-cli && cd monarch-money-mcp-cli
+uv venv && uv pip install -e '.[mcp]'
+uv run --no-project -- python -m unittest discover -s tests -v
+```
+
+## License
+
+[MIT](LICENSE)

monarch_money_mcp_cli-0.1.0/SECURITY.md

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+# Security Policy
+
+## Reporting a vulnerability
+
+Report vulnerabilities privately with GitHub's **Report a vulnerability** button under the Security tab.
+Please don't open a public issue.
+
+## Design
+
+| Area | Guarantee |
+|---|---|
+| Dependencies | Standard library only. The MCP extra adds only the official `mcp` SDK. |
+| Credentials | Your password and MFA codes are never stored. The token is kept only in the macOS Keychain and is passed to `/usr/bin/security` via stdin, never as an argument. There's no plaintext fallback. |
+| Network | HTTPS to `api.monarch.com` only, with certificate checks. Proxies and redirects are refused, responses are capped at 5 MB, and the host can't be configured. |
+| Capability | Read-only. There are no GraphQL mutations. |
+| Data | Transaction notes, account masks, and entity notes are never returned. |
+| MCP | stdio only, with no listening port. |
+| `doctor` | Reads MCP client configs without changing them and never prints their `env` values or the token. |
+
+## Known limitations
+
+- Any process running as your macOS user can read the token through `/usr/bin/security`.
+- Merchant and category names are untrusted text. Take care when combining the MCP server with tools that can send data out.
+- Monarch has no public API, so private endpoints may change without notice.

monarch_money_mcp_cli-0.1.0/pyproject.toml

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+[build-system]
+requires = ["hatchling==1.32.4"]
+build-backend = "hatchling.build"
+
+[project]
+name = "monarch-money-mcp-cli"
+version = "0.1.0"
+description = "Read-only Monarch Money MCP server and CLI. Pull accounts, transactions, cash flow, spending and income into Claude or your terminal. Zero dependencies, token in the macOS Keychain."
+readme = "README.md"
+license = "MIT"
+license-files = ["LICENSE"]
+requires-python = ">=3.11"
+authors = [{ name = "simplemind" }]
+keywords = ["monarch", "monarch-money", "mcp", "mcp-server", "model-context-protocol", "claude", "claude-code", "cli", "personal-finance", "budgeting", "budget", "keychain"]
+classifiers = [
+    "Development Status :: 3 - Alpha",
+    "Environment :: Console",
+    "Intended Audience :: End Users/Desktop",
+    "Operating System :: MacOS",
+    "Programming Language :: Python :: 3",
+    "Programming Language :: Python :: 3.11",
+    "Programming Language :: Python :: 3.12",
+    "Programming Language :: Python :: 3.13",
+    "Topic :: Office/Business :: Financial",
+]
+# Core CLI: standard library only.
+dependencies = []
+
+[project.optional-dependencies]
+# MCP server: only the official Model Context Protocol SDK.
+mcp = ["mcp==2.2.0"]
+
+[project.scripts]
+monarch = "monarch_money_cli.cli:main"
+
+[project.urls]
+Homepage = "https://github.com/simplemind-dev/monarch-money-mcp-cli"
+Issues = "https://github.com/simplemind-dev/monarch-money-mcp-cli/issues"
+Changelog = "https://github.com/simplemind-dev/monarch-money-mcp-cli/blob/main/CHANGELOG.md"
+
+[tool.hatch.build.targets.wheel]
+packages = ["src/monarch_money_cli"]
+
+[tool.hatch.build.targets.sdist]
+include = ["src", "tests", "README.md", "LICENSE", "SECURITY.md", "CHANGELOG.md", "CONTRIBUTING.md"]

monarch_money_mcp_cli-0.1.0/src/monarch_money_cli/__init__.py

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+"""Unofficial, read-only command-line client and MCP server for Monarch Money."""
+
+__version__ = "0.1.0"

monarch_money_mcp_cli-0.1.0/src/monarch_money_cli/__main__.py

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+from monarch_money_cli.cli import main
+
+raise SystemExit(main())