Monexa

Created By
emilijan-koteski4 months ago
MCP server for the Monexa personal finance API. Track expenses, manage categories and payment methods, view spending statistics, and handle multi-currency finances — all through AI.
Overview

Monexa MCP Server

Connect any MCP-compatible AI assistant to your Monexa personal finance account.

What you can do

  • Track expenses and income — create, update, and delete financial records
  • Manage categories — organize transactions into custom income/expense categories
  • Payment methods — track spending across cash, cards, bank accounts, etc.
  • Spending statistics — get breakdowns by category with totals and net balance
  • Multi-currency — supports MKD, EUR, USD, AUD, CHF, GBP with automatic conversion
  • User settings — switch default currency and display language (EN/MK)

Available Tools (19)

ToolDescription
loginLog in with email and password
registerCreate a new Monexa account
list-recordsList records with filters (date, category, search, sort)
get-recordGet a single record by ID
create-recordCreate an income or expense record
update-recordUpdate a record
delete-recordDelete a record
get-records-summaryGet net balance for a date range
list-categoriesList all categories
create-categoryCreate a new category
update-categoryUpdate a category
delete-categoryDelete a category
get-category-statisticsSpending/income breakdown by category
list-payment-methodsList all payment methods
create-payment-methodCreate a payment method
update-payment-methodRename a payment method
delete-payment-methodDelete a payment method
get-settingsGet user preferences
update-settingsChange default currency or language

Setup

  1. Create a Monexa account at monexa.world
  2. Add the server config to your MCP client with your credentials
  3. Start managing your finances through AI

Server Config

{
  "mcpServers": {
    "monexa": {
      "command": "npx",
      "args": [
        "-y",
        "monexa-mcp-server"
      ],
      "env": {
        "MONEXA_EMAIL": "your@email.com",
        "MONEXA_PASSWORD": "your_password"
      }
    }
  }
}
Project Info
Created At
4 months ago
Updated At
4 months ago
Author Name
emilijan-koteski
Star
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Language
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License
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Category

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