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Use when Codex needs to access Monarch Money through the local mon CLI for auth status, accounts, transactions, custom GraphQL queries, or diagnostics while keeping local tokens private.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
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| name | mon |
| description | Use when Codex needs to access Monarch Money through the local mon CLI for auth status, accounts, transactions, custom GraphQL queries, or diagnostics while keeping local tokens private. |
Use this skill when you need to access Monarch Money from the local mon CLI.
mon auth login: login and save a local token.mon auth status --online: verify saved auth.mon auth status --browser --json: verify the logged-in Helium/Monarch browser session through OpenBrowserMCP.mon accounts --json: fetch linked accounts.mon accounts --browser --json: fetch accounts through an already logged-in Monarch browser tab.mon transactions --search TEXT --start-date YYYY-MM-DD --end-date YYYY-MM-DD --json: search transactions.mon transactions --browser --start-date YYYY-MM-DD --end-date YYYY-MM-DD --json: search transactions through the browser session.mon gql --operation NAME --query-file FILE --variables '{}': run a custom GraphQL document.mon gql --browser --operation NAME --query-file FILE --variables '{}': run GraphQL inside the Monarch web app tab.mon doctor: inspect local paths and auth state.scripts/mon_spend_review.py --input transactions.json --format markdown: locally review exported transactions for likely shared-expense reimbursements, merchant credits, and adjusted consumption spend.mon auth status --online, then mon ... --json.--browser when Helium is already logged in to https://app.monarch.com/.~/openbrowsermcp/settings.json, connects to http://127.0.0.1:3500/mcp, finds a Monarch tab, and runs GraphQL from inside that page with browser cookies/CSRF.~/.mon/session.json; recent Monarch browser state may not expose a reusable API token.--browser-tab-id TAB_ID when multiple Monarch tabs are open.The Homebrew mon may lag local source changes. If mon transactions --help
does not show --browser, use /Users/yupeit/dev/mon/target/release/mon for
browser-mode work, or release/upgrade the Homebrew formula before relying on the
bare mon command.
Do not print ~/.mon/session.json or Monarch tokens. Prefer JSON command output
for agent workflows. Avoid repeated password login attempts; prefer the saved
session and mon auth status --online. When using --browser, do not print the
OpenBrowserMCP bearer token, browser cookies, localStorage values, or raw
transaction details unless the user explicitly asks for them; aggregate first
for spending summaries.
For spending review, fetch transaction JSON to a local temporary file and run
scripts/mon_spend_review.py against it. Treat matched reimbursement events as
candidates until the user confirms the event semantics; do not automatically
edit Monarch categories or notes from heuristic matches.