monthly_review — categorize transactions MCP Prompt

monthly_review is one of 2 prompts on the categorize transactions MCP server. Connect the server and it appears in your client, ready to invoke.

by client

How to invoke monthly_review from your client

• Claude Code categorize transactions Prompt/monthly_review run in your project directory
• Claude Desktop categorize transactions Prompt/monthly_review ~/Library/Application Support/Claude/claude_desktop_config.json
• Cursor categorize transactions Prompt/monthly_review ~/.cursor/mcp.json
• VS Code categorize transactions Prompt/monthly_review .vscode/mcp.json
• Zed categorize transactions Prompt/monthly_review ~/.config/zed/settings.json
• Windsurf categorize transactions Prompt/monthly_review ~/.codeium/windsurf/mcp_config.json
• Cline categorize transactions Prompt/monthly_review ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
• Gemini CLI categorize transactions Prompt/monthly_review ~/.gemini/settings.json
• Grok categorize transactions Prompt/monthly_review .mcp.json (in your project root)
• ChatGPT categorize transactions Prompt/monthly_review Settings → Connectors → Advanced → Developer mode
• Claude.ai categorize transactions Prompt/monthly_review Settings → Connectors → Add custom connector
• LangChain categorize transactions Prompt/monthly_review pip install langchain-mcp-adapters

Other prompts on this server

• upgrade_to_pro

categorize transactions also offers 2 resources — data you attach as context, where a prompt is something you run.

Read from the server itself, by connecting to it and calling prompts/list on 24 September 2026. A listing does not declare its prompts, so asking is the only way to know them, and this is what the server actually offers rather than what its listing claims. Names only are stored; connect the server for each prompt's arguments.