Monarch Money | Agent Skills Atlas

About this skill

Pulls transaction history, spending by category, budget vs. actual, net worth snapshot, and recurring transaction data from Monarch Money via Playwright or CSV export. Monarch aggregates all linked bank, credit card, brokerage, and loan accounts in one place. Used by the wealth agent for cash flow analysis, budget tracking, and cross-institution net worth. Configure email and Chrome profile in vault/wealth/config.md.

Quick start

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Review, license & listing details

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Original listing metadata

Original name

monarch-money

Original description

About this listing

Category: General
Reported license: MIT
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.