Monarch

By Monarch Money, Inc

Overview

Monarch connects Claude to your Monarch account so you can understand your finances and keep them organized from a conversation.

Tools

AllocateToGoal

Claude

BulkRecategorizeTransactions

Claude

BulkUpdateTransactions

Claude

CreateCategory

Claude

CreateGoal

Claude

CreateMerchant

Claude

CreateRule

Claude

CreateTag

Claude

CreateTransaction

Claude

DeleteCategory

Claude

DeleteGoal

Claude

DeleteRule

Claude

DeleteTag

Claude

DeleteTransaction

Claude

GetAccounts

Claude

GetBudget

Claude

GetBusinesses

Claude

GetCashFlow

Claude

GetCategories

Claude

GetCreditScoreHistory

Claude

GetGoals

Claude

GetHouseholdMembers

Claude

GetInvestments

Claude

GetMerchants

Claude

GetNetWorthHistory

Claude

GetRealEstate

Claude

GetRecurring

Claude

GetSpendingByCategory

Claude

GetTags

Claude

GetTransactions

Claude

ListRules

Claude

MergeMerchants

Claude

ReduceGoalAllocation

Claude

ReportIssue

Claude

UpdateAccountBalanceHistory

Claude

UpdateCategory

Claude

UpdateGoal

Claude

UpdateMerchant

Claude

UpdateRule

Claude

UpdateTag

Claude

UpdateTransaction

Claude

UpdateTransactionSplits

Claude

Links

Documentation Privacy Policy

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