0.4.2 - 2026-06-11

Release Notes

Added

• add retirement_readiness tool for SWR coverage vs baseline spend (#74)
• add subscription_audit tool for ranked annualized recurring burn (#73)
• add asset_allocation tool for net worth by asset class (#72)
• add budget_review tool for mid-month budget pacing per category (#71)
• add savings_rate tool for monthly income vs true-spending savings rate (#70)

Install monarch-mcp 0.4.2

Install prebuilt binaries via shell script

curl --proto '=https' --tlsv1.2 -LsSf https://github.com/mikelane/monarch-mcp/releases/download/v0.4.2/monarch-mcp-installer.sh | sh

Install prebuilt binaries via powershell script

powershell -ExecutionPolicy Bypass -c "irm https://github.com/mikelane/monarch-mcp/releases/download/v0.4.2/monarch-mcp-installer.ps1 | iex"

Download monarch-mcp 0.4.2

File	Platform	Checksum
monarch-mcp-aarch64-apple-darwin.tar.xz	Apple Silicon macOS	checksum
monarch-mcp-x86_64-apple-darwin.tar.xz	Intel macOS	checksum
monarch-mcp-x86_64-pc-windows-msvc.zip	x64 Windows	checksum
monarch-mcp-aarch64-unknown-linux-gnu.tar.xz	ARM64 Linux	checksum
monarch-mcp-x86_64-unknown-linux-gnu.tar.xz	x64 Linux	checksum

0.4.1 - 2026-06-11

Release Notes

Documentation

• remove duplicate account_inventory entry from CHANGELOG [0.4.0] (#61)

Fixed

• deterministic spending_history outliers + date-helper and subtract_months cleanups (#63)

Install monarch-mcp 0.4.1

Install prebuilt binaries via shell script

curl --proto '=https' --tlsv1.2 -LsSf https://github.com/mikelane/monarch-mcp/releases/download/v0.4.1/monarch-mcp-installer.sh | sh

Install prebuilt binaries via powershell script

powershell -ExecutionPolicy Bypass -c "irm https://github.com/mikelane/monarch-mcp/releases/download/v0.4.1/monarch-mcp-installer.ps1 | iex"

Download monarch-mcp 0.4.1

File	Platform	Checksum
monarch-mcp-aarch64-apple-darwin.tar.xz	Apple Silicon macOS	checksum
monarch-mcp-x86_64-apple-darwin.tar.xz	Intel macOS	checksum
monarch-mcp-x86_64-pc-windows-msvc.zip	x64 Windows	checksum
monarch-mcp-aarch64-unknown-linux-gnu.tar.xz	ARM64 Linux	checksum
monarch-mcp-x86_64-unknown-linux-gnu.tar.xz	x64 Linux	checksum

0.4.0 - 2026-06-09

Release Notes

Added

• add spending_history tool for multi-month true-spending baseline (#56)
• add account_inventory tool for per-account planning buckets (#51)

Documentation

• add post-mortem from first live budgeting session (#45)

Fixed

• resolve category names to UUIDs before apply_changeset mutation (#55)
• cap transaction limit at i32::MAX to avoid GraphQL Int32 overflow (#48)

Added

• add account_inventory tool — groups all accounts into retirement-planning buckets (tax-advantaged, taxable brokerage, cash, other assets, liabilities) with per-bucket totals and a net-worth rollup (#50)

Install monarch-mcp 0.4.0

Install prebuilt binaries via shell script

curl --proto '=https' --tlsv1.2 -LsSf https://github.com/mikelane/monarch-mcp/releases/download/v0.4.0/monarch-mcp-installer.sh | sh

Install prebuilt binaries via powershell script

powershell -ExecutionPolicy Bypass -c "irm https://github.com/mikelane/monarch-mcp/releases/download/v0.4.0/monarch-mcp-installer.ps1 | iex"

Download monarch-mcp 0.4.0

File	Platform	Checksum
monarch-mcp-aarch64-apple-darwin.tar.xz	Apple Silicon macOS	checksum
monarch-mcp-x86_64-apple-darwin.tar.xz	Intel macOS	checksum
monarch-mcp-x86_64-pc-windows-msvc.zip	x64 Windows	checksum
monarch-mcp-aarch64-unknown-linux-gnu.tar.xz	ARM64 Linux	checksum
monarch-mcp-x86_64-unknown-linux-gnu.tar.xz	x64 Linux	checksum

0.3.0 - 2026-06-01

Release Notes

Added

• compute debt-payoff goal progress in progress_vs_goals (#27) (#42)

Miscellaneous

• enforce Conventional Commits in CI (PR title + all commits) (#39) (#40)

Install monarch-mcp 0.3.0

Install prebuilt binaries via shell script

curl --proto '=https' --tlsv1.2 -LsSf https://github.com/mikelane/monarch-mcp/releases/download/v0.3.0/monarch-mcp-installer.sh | sh

Install prebuilt binaries via powershell script

powershell -ExecutionPolicy Bypass -c "irm https://github.com/mikelane/monarch-mcp/releases/download/v0.3.0/monarch-mcp-installer.ps1 | iex"

Download monarch-mcp 0.3.0

File	Platform	Checksum
monarch-mcp-aarch64-apple-darwin.tar.xz	Apple Silicon macOS	checksum
monarch-mcp-x86_64-apple-darwin.tar.xz	Intel macOS	checksum
monarch-mcp-x86_64-pc-windows-msvc.zip	x64 Windows	checksum
monarch-mcp-aarch64-unknown-linux-gnu.tar.xz	ARM64 Linux	checksum
monarch-mcp-x86_64-unknown-linux-gnu.tar.xz	x64 Linux	checksum

0.2.0 - 2026-06-01

Release Notes

Added

• add inspect_transactions advisor tool with drill-down and re-categorization (#29)

Changed

• dedupe date helpers, drop vestigial fetch, purge mock dead code (#26) (#35)

Documentation

• rename duplicate v0.1.0 changelog '### Added' prose block to '### Overview' (#19)

Fixed

• reckon month boundaries in the host's local timezone so the monthly tools no longer mislabel the current month late on the last day of a month for users behind UTC (#36)
• make datetime handling deterministic and hermetic, fixing a flaky prior-month spending delta at month boundaries (#34)
• compute true spending from transactions in both tools; surface refund pairs (#32)
• honor Monarch sign convention in spending_report (expenses are negative) (#31)
• treat missing goals file as no goals configured, so progress_vs_goals no longer crashes with MCP error -32603 when MONARCH_GOALS_FILE points at a path that does not exist yet (#28, #22)

Install monarch-mcp 0.2.0

Install prebuilt binaries via shell script

curl --proto '=https' --tlsv1.2 -LsSf https://github.com/mikelane/monarch-mcp/releases/download/v0.2.0/monarch-mcp-installer.sh | sh

Install prebuilt binaries via powershell script

powershell -ExecutionPolicy Bypass -c "irm https://github.com/mikelane/monarch-mcp/releases/download/v0.2.0/monarch-mcp-installer.ps1 | iex"

Download monarch-mcp 0.2.0

File	Platform	Checksum
monarch-mcp-aarch64-apple-darwin.tar.xz	Apple Silicon macOS	checksum
monarch-mcp-x86_64-apple-darwin.tar.xz	Intel macOS	checksum
monarch-mcp-x86_64-pc-windows-msvc.zip	x64 Windows	checksum
monarch-mcp-aarch64-unknown-linux-gnu.tar.xz	ARM64 Linux	checksum
monarch-mcp-x86_64-unknown-linux-gnu.tar.xz	x64 Linux	checksum

0.1.1 - 2026-05-31

Release Notes

Documentation

• document cargo binstall as a no-compile install path (#16)

Fixed

• single changelog headers + skip chore: release commits (closes #14) (#17)

Miscellaneous

• (deps) bump schemars from 0.8.22 to 1.2.1 (#9)
• (deps) bump toml from 0.8.23 to 1.1.2+spec-1.1.0 (#8)
• (deps) bump astral-sh/setup-uv from 5 to 7 (#7)
• (deps) bump actions/checkout from 4 to 6 (#5)
• (deps) bump gitleaks/gitleaks-action from 2 to 3 (#4)

Install monarch-mcp 0.1.1

Install prebuilt binaries via shell script

curl --proto '=https' --tlsv1.2 -LsSf https://github.com/mikelane/monarch-mcp/releases/download/v0.1.1/monarch-mcp-installer.sh | sh

Install prebuilt binaries via powershell script

powershell -ExecutionPolicy Bypass -c "irm https://github.com/mikelane/monarch-mcp/releases/download/v0.1.1/monarch-mcp-installer.ps1 | iex"

Download monarch-mcp 0.1.1

File	Platform	Checksum
monarch-mcp-aarch64-apple-darwin.tar.xz	Apple Silicon macOS	checksum
monarch-mcp-x86_64-apple-darwin.tar.xz	Intel macOS	checksum
monarch-mcp-x86_64-pc-windows-msvc.zip	x64 Windows	checksum
monarch-mcp-aarch64-unknown-linux-gnu.tar.xz	ARM64 Linux	checksum
monarch-mcp-x86_64-unknown-linux-gnu.tar.xz	x64 Linux	checksum

v0.1.0

Install monarch-mcp 0.1.0

Install prebuilt binaries via shell script

curl --proto '=https' --tlsv1.2 -LsSf https://github.com/mikelane/monarch-mcp/releases/download/v0.1.0/monarch-mcp-installer.sh | sh

Install prebuilt binaries via powershell script

powershell -ExecutionPolicy Bypass -c "irm https://github.com/mikelane/monarch-mcp/releases/download/v0.1.0/monarch-mcp-installer.ps1 | iex"

Download monarch-mcp 0.1.0

File	Platform	Checksum
monarch-mcp-aarch64-apple-darwin.tar.xz	Apple Silicon macOS	checksum
monarch-mcp-x86_64-apple-darwin.tar.xz	Intel macOS	checksum
monarch-mcp-x86_64-pc-windows-msvc.zip	x64 Windows	checksum
monarch-mcp-aarch64-unknown-linux-gnu.tar.xz	ARM64 Linux	checksum
monarch-mcp-x86_64-unknown-linux-gnu.tar.xz	x64 Linux	checksum