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Monarch

Personal finances and budgets

Monarch lets agents read accounts, transactions, budgets, and cash flow in the user's Monarch account. Each user signs in to their own Monarch account through the browser.

How to connect Monarch to OpenBot

  1. Open Monarch in OpenBot

    Press Open in OpenBot on this page, or find Monarch in the app's Apps tab. Get the app first if it is not on this computer.

  2. Sign in

    Press Connect and finish the sign-in in your browser. OpenBot keeps the token on the computer that runs OpenBot. You can disconnect at any time.

  3. Give an agent a task

    Ask an agent for work that needs Monarch, such as one of the example prompts below. The agent uses the plugin's tools to do it.

Example prompts3

  • MonarchHow much did I spend on dining out last month?
  • MonarchWhich budget categories am I over this month?
  • MonarchSummarize my income and expenses for the last three months.

Apps1

  • Monarch

    Accounts, transactions, budgets, and cash flow, over Monarch's MCP server with browser sign-in.

Information6

Developer
Monarch
Category
Other
Version
1.0.0
Website
monarch.com
Privacy policy
monarch.com/privacy
Terms
monarch.com/terms