v0.1.0 — First stable release

What's New

First stable release

This is the first stable release of Monarch Money MCP Server, following several pre-release iterations.

Highlights

37 tools across 8 categories
Accounts, transactions, splits, budgets, cashflow, tags, categories, and credit history — full read and write coverage of your Monarch Money data.

Read-only by default
Write tools are hidden and blocked unless you explicitly opt in with --enable-write (pip) or the toggle in Claude Desktop settings. Prevents accidental changes.

Secure authentication
Browser-based OAuth flow stores your session token in the OS keychain (macOS Keychain, Windows Credential Manager, Linux Secret Service). Credentials are never passed through Claude Desktop or config files. Expired sessions re-authenticate automatically.

Claude Desktop Extension (.mcpb)
One-click install via Claude Desktop's extension system — no Python setup required for most users.

CI/CD with automated publishing
GitHub Actions pipeline for tests (pytest), linting (pylint 10/10), and automated PyPI publishing on tag push.

Bug Fixes & Stability (since v0.0.4)

• Fixed date serialization bug in get_aggregate_snapshots
• Fixed .mcpb bundle build on Python 3.14
• Fixed release workflow failures for dot-separated pre-release tags (e.g. v0.1.0.dev1)
• Pinned fastmcp<3 to avoid breaking changes from the 3.0 RC

Breaking Changes from v0.0.x

• Package renamed from monarch-mcp-server → monarch-mcp (PyPI)
• Migrated from mcp SDK to fastmcp — requires fastmcp>=2.12.0
• Write tools now require --enable-write flag; they are no longer available by default

What's Changed

• Rename package from monarch-mcp-server to monarch-mcp by @vargahis in #13
• Add unified PyPI publish workflow with TestPyPI/PyPI routing by @vargahis in #14
• Fix date serialization and mcpb bundle issues by @vargahis in #15
• Fix release workflow failures for dot-separated pre-release tags by @vargahis in #16
• Doc cleanup by @vargahis in #18

Full Changelog: v0.0.4...v0.1.0