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MCP YNAB Server

@Bulletninja

Repository

Basic information

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Other

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stdio

Author

Bulletninja

About MCP YNAB Server

Custom MCP server for YNAB API (TypeScript)

MCP YNAB Server config

No standard config provided

This server doesn't expose a parseable MCP config block in its README. See the repository for install instructions.

Repository

MCP YNAB Server tools

Tool list not available yet

This listing does not currently have a tool list to display. This does not mean the server has no tools; check its documentation for supported capabilities.

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

What is MCP YNAB Server 💰?

MCP YNAB Server 💰 is a TypeScript implementation of the Model Context Protocol (MCP) that acts as a bridge to the official YNAB API. It provides standardized tools for reading and writing YNAB data from MCP-compatible environments, enabling AI assistants like Cursor's to interact with your financial data directly from your editor.

How to use MCP YNAB Server 💰?

Clone the repository, install dependencies with npm install, compile with npm run build, and configure your YNAB Personal Access Token in ~/.cursor/mcp.json under the env key as YNAB_API_TOKEN. Restart Cursor to load the server, then ask the AI assistant to use available tools (e.g., “List my YNAB budgets”).

Key features of MCP YNAB Server 💰

  • Connects Cursor or any MCP client to YNAB accounts.
  • Provides eight read/write tools for YNAB data.
  • Lists budgets, accounts, categories, and transactions.
  • Fetches account balances and budget summaries.
  • Creates new transactions and split transactions.
  • Supports filtering by account, category, and date.

Use cases of MCP YNAB Server 💰

  • Ask an AI assistant to list all your YNAB budgets.
  • Query the current balance of a specific account.
  • View or filter transactions for a budget in your editor.
  • Create a new transaction without leaving your IDE.
  • Get a monthly budget summary (income, budgeted, activity).

Frequently asked questions

1

What data system does it integrate with?

It integrates with the You Need A Budget (YNAB) API, requiring a valid YNAB Personal Access Token.

2

How do I configure the server for Cursor?

Edit `~/.cursor/mcp.json` and add an entry for `mcp-ynab` with `command: "node"`, `args` pointing to the compiled script, `cwd` to the project path, and `env: { "YNAB_API_TOKEN": "your_token" }`.

3

Where does authentication data live?

The API token is stored as the environment variable `YNAB_API_TOKEN` in the MCP client configuration (e.g., `~/.cursor/mcp.json`). An alternative `.env` file requires code modification.

4

What tools does the server provide?

It provides eight tools: `listBudgets`, `listAccounts`, `getAccountBalance`, `listCategories`, `getCategoryInfo`, `getBudgetSummary`, `listTransactions`, and `createTransaction`.

5

Does the server support development mode?

Yes, run `npm run dev` for hot-reload development, `npm test` for tests, and `npm run build` to compile for production or MCP use. CLI mode is currently commented out to avoid interfering with Cursor’s MCP server mode.

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