Access Monarch financial data — accounts, transactions, budgets, and more
| Tool name | Description | Destructive? |
|---|---|---|
| get_accounts | List all financial accounts with balances | ✓ no |
| get_transactions | Get transactions with date/account/category filtering | ✓ no |
| search_transactions | Search transactions by merchant name or keyword | ✓ no |
| get_budgets | Get budget data and spending limits | ✓ no |
| get_cashflow | Get income and expense cashflow data | ✓ no |
| get_transaction_categories | List transaction categories | ✓ no |
| create_transaction | Create a manual transaction | ✓ no |
| update_transaction | Update an existing transaction | ✓ no |
| update_transactions_bulk | Update multiple transactions in parallel | ✓ no |
| get_account_holdings | Get investment holdings for an account | ✓ no |
| get_account_history | Get historical balance data for an account | ✓ no |
| get_institutions | List connected financial institutions | ✓ no |
| get_recurring_transactions | Get recurring/subscription transactions | ✓ no |
| set_budget_amount | Set budget amount for a category | ✓ no |
| create_manual_account | Create a manual tracking account | ✓ no |
| refresh_accounts | Trigger refresh of account data | ✓ no |
| get_spending_summary | Get spending summary by category/account/month | ✓ no |
| get_complete_financial_overview | Get comprehensive financial snapshot in one call | ✓ no |
| analyze_spending_patterns | Analyze spending trends with optional forecasting | ✓ no |