Monexa MCP Server

MCP server for the Monexa personal finance API — manage your finances with AI.

This server implements the Model Context Protocol (MCP) to let AI assistants interact with your Monexa account: create records, manage categories and payment methods, view spending statistics, and more.

Prerequisites

• Node.js 20 or later
• A Monexa account (sign up at monexa.world)

Setup

Claude Desktop

Add this to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "monexa": {
      "command": "npx",
      "args": ["-y", "monexa-mcp-server"],
      "env": {
        "MONEXA_EMAIL": "[email protected]",
        "MONEXA_PASSWORD": "your_password"
      }
    }
  }
}

Claude Code

claude mcp add monexa -- npx -y monexa-mcp-server

Then set the environment variables in .claude/mcp.json:

{
  "mcpServers": {
    "monexa": {
      "command": "npx",
      "args": ["-y", "monexa-mcp-server"],
      "env": {
        "MONEXA_EMAIL": "[email protected]",
        "MONEXA_PASSWORD": "your_password"
      }
    }
  }
}

Other MCP Clients

Any MCP-compatible client can use this server via stdio transport. Run:

npx monexa-mcp-server

With environment variables MONEXA_EMAIL and MONEXA_PASSWORD set.

Configuration

| Variable | Required | Description | |----------|----------|-------------| | MONEXA_EMAIL | No | Auto-login at startup if both email and password are provided | | MONEXA_PASSWORD | No | Auto-login at startup if both email and password are provided | | MONEXA_API_BASE_URL | No | Defaults to https://api.monexa.world/api/v1 |

If credentials are not provided, the server starts without authentication. Use the login or register tool to authenticate.

Available Tools

Auth

| Tool | Description | |------|-------------| | login | Log in with email and password | | register | Create a new Monexa account |

Records

| Tool | Description | |------|-------------| | list-records | List records with filters (date range, category, payment method, search, sort) | | get-record | Get a single record by ID | | create-record | Create an income or expense record | | update-record | Update a record (partial update) | | delete-record | Delete a record | | get-records-summary | Get net balance for a date range |

Categories

| Tool | Description | |------|-------------| | list-categories | List all categories (income and expense) | | create-category | Create a new category | | update-category | Update a category | | delete-category | Delete a category | | get-category-statistics | Get spending/income breakdown by category |

Payment Methods

| Tool | Description | |------|-------------| | list-payment-methods | List all payment methods | | create-payment-method | Create a new payment method | | update-payment-method | Rename a payment method | | delete-payment-method | Delete a payment method |

Settings & Profile

| Tool | Description | |------|-------------| | get-settings | Get user preferences (language, currency) | | update-settings | Change default currency or language | | get-profile | Get current user profile | | update-profile | Update display name |

Supported Values

Currencies: MKD, EUR, USD, AUD, CHF, GBP

Category types: INCOME, EXPENSE

Languages: EN (English), MK (Macedonian)

Development

git clone https://github.com/emilijan-koteski/monexa.git
cd monexa/mcp-server
npm install
npm run dev

Test with the MCP Inspector:

npx @modelcontextprotocol/inspector npx monexa-mcp-server