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MCP server · Security

Cesar Money MCP

· github.com/CesarBenavides777/cesar-money-mcp

Open-source MCP server connecting AI assistants to Monarch Money personal finance data. 20+ tools, OAuth 2.1, dual transport (stdio + HTTP).

Unclaimed ai-toolsmcpmonarch-moneypersonal-financetypescript
InstallView source
34Low

Scored a month ago · breakdown

About Cesar Money MCP

Cesar Money MCP is an MCP server in the Security category: open-source MCP server connecting AI assistants to Monarch Money personal finance data. 20+ tools, OAuth 2.1, dual transport (stdio + HTTP).

Install

From source
git clone https://github.com/CesarBenavides777/cesar-money-mcp

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (13)

get_account_historyGet balance history for a specific account over a date range

Parameters not published.

get_accountsList all linked financial accounts with balances, types, and institution details

Parameters not published.

get_budgetsGet budget data with planned amounts, actual spending, and remaining balances

Parameters not published.

get_cashflowDetailed cash flow with category-level income and expense breakdowns

Parameters not published.

get_cashflow_summaryHigh-level income vs. expenses totals and net savings/deficit

Parameters not published.

get_categoriesAll transaction categories with IDs and types (income vs. expense)

Parameters not published.

get_category_groupsHierarchical category groups (e.g., "Food & Drink" containing "Groceries")

Parameters not published.

get_institutionsLinked financial institutions with connection status and sync info

Parameters not published.

get_net_worthCurrent net worth snapshot: total assets, liabilities, and net worth

Parameters not published.

get_net_worth_historyNet worth time series for charting growth and tracking progress

Parameters not published.

Show all 13 tools
get_recurring_transactionsAll recurring transactions: subscriptions, bills, and regular payments

Parameters not published.

get_transactionsRetrieve paginated transactions with filters (date, category, account)

Parameters not published.

search_transactionsSearch transactions by merchant name or description text

Parameters not published.

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Questions

About Cesar Money MCP

How do I install Cesar Money MCP?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is Cesar Money MCP safe to use with an AI agent?

Its trust score is 34 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is Cesar Money MCP still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.