What's Changed

• fix(auth): harden loopback login server (CSRF, DNS-rebinding, info-hygiene) by @vargahis in #37
• chore(ci): bump actions/* off deprecated Node 20 runtime by @vargahis in #38
• feat(transactions): add clear_notes/clear_goal flags to update_transaction by @vargahis in #39

Full Changelog: v0.1.3...v0.1.4

What's Changed

• fix(auth): harden loopback login server (CSRF, DNS-rebinding, info-hygiene) by @vargahis in #37

Full Changelog: v0.1.3...v0.1.4.dev1

What's Changed

• Make RC publishing manual via workflow_dispatch by @vargahis in #22
• Fix gh release view in publish-rc validation by @vargahis in #23
• Pin Python upper bound to <3.14 by @vargahis in #24
• Remove outdated FUNDING.yml by @vargahis in #25
• Refactor: consolidate auth-recovery logic in auth_server by @vargahis in #27
• Add needs_review filter to get_transactions by @harshitbshah in #29
• Add create_transaction_rule tool and slim get_transaction_categories response by @harshitbshah in #28
• Slim get_transactions response to reduce token usage by @harshitbshah in #30
• Remove needs_review guard now that monarchmoneycommunity 1.3.2 is released by @harshitbshah in #32
• fix: convert MCP tools to native async to prevent stdio hangs by @GilbertoAbrao in #33
• Add transaction rule management tools and refactor integration-test skill by @vargahis in #36
• feat: expose recurring-merchant management tools by @GilbertoAbrao in #34
• feat: expose transaction-rule CRUD tools by @GilbertoAbrao in #35

New Contributors

• @harshitbshah made their first contribution in #29
• @GilbertoAbrao made their first contribution in #33

Full Changelog: v0.1.2...v0.1.3

What's Changed

• Make RC publishing manual via workflow_dispatch by @vargahis in #22

Full Changelog: v0.1.2...v0.1.3rc2

Full Changelog: v0.1.2...v0.1.3rc1

Full Changelog: v0.1.2...v0.1.3.dev1

Full Changelog: v0.1.2...v0.1.3.dev1

Full Changelog: v0.1.2...v0.1.3.dev1

What's Changed

• Restructure Quick Start: four install options, remove install table by @vargahis in #20
• Add MCP Registry publishing and unify release workflow by @vargahis in #21

Full Changelog: v0.1.1...v0.1.2

What's Changed

• Remove .env.example by @vargahis in #19

Full Changelog: v0.1.0...v0.1.1

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

What's Changed

• 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

Full Changelog: v0.1.0rc1...v0.1.0.rc2