ynab-mcp-server
@calebl
About ynab-mcp-server
Model Context Protocol for YNAB (you need a budget)
Basic information
Config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"ynab-mcp-server": {
"command": "npx",
"args": [
"-y",
"@smithery/cli",
"install",
"@calebl/ynab-mcp-server",
"--client",
"claude"
]
}
}
}Tools
No tools detected
We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.
Overview
What is ynab-mcp-server?
A Model Context Protocol (MCP) server built with mcp‑framework that provides tools for interacting with your YNAB budgets via the YNAB API. It is designed for users who want to manage their YNAB budget through an AI conversation.
How to use ynab-mcp-server?
Set the required environment variable YNAB_API_TOKEN (your personal access token from YNAB) and optionally YNAB_BUDGET_ID. Configure your MCP client (e.g., Claude Desktop) with the server’s path or install it via Smithery using npx -y @smithery/cli install @calebl/ynab-mcp-server --client claude.
Key features of ynab-mcp-server
- Lists all available budgets on your YNAB account
- Provides a summary of underfunded categories and low accounts
- Retrieves all unapproved transactions
- Creates a transaction for a specified budget and account
- Approves an existing transaction in your YNAB budget
Use cases of ynab-mcp-server
- Manage overspent categories in your budget
- Add new transactions conversationally
- Approve pending transactions
- Check total monthly spending versus total income
- Auto‑distribute ready‑to‑assign funds based on category targets
FAQ from ynab-mcp-server
What is the YNAB_API_TOKEN and how do I get it?
A personal access token from YNAB, obtained from https://api.ynab.com/#personal-access-tokens. It is required to use this server.
Is my API token exposed to the LLM?
No. The token is stored privately in an environment variable and is never directly sent to the LLM.
What tools are currently available?
The server includes ListBudgets, BudgetSummary, GetUnapprovedTransactions, CreateTransaction, and ApproveTransaction.
Do I need to set YNAB_BUDGET_ID?
It is optional. If not provided, the server will prompt you to select a budget from your available budgets when you first use it.
How do I configure this server with Claude Desktop?
Add a configuration entry to your Claude Desktop config file (claude_desktop_config.json) pointing to the server command and args, either via npx or local path. Instructions for both macOS and Windows are in the README.
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