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YNAB MCP Server

@EthanKang1

代码仓库

基本信息

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其他

传输方式

stdio

作者

EthanKang1

提交者

Ethan Kang

关于 YNAB MCP Server

暂无概览

#ynab#budgeting#mcp-server

YNAB MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "ynab-mcp": {
      "command": "uvx",
      "args": [
        "run",
        "ynab-mcp"
      ],
      "env": {
        "YNAB_API_KEY": "your-api-key-here"
      }
    }
  }
}

YNAB MCP Server 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

点击上方按钮,在临时沙箱中运行此服务器并实时获取工具列表。

概览

What is YNAB MCP?

YNAB MCP is a Model Context Protocol server for interacting with YNAB (You Need A Budget). It provides tools for accessing budget data through MCP-enabled clients like Claude Desktop.

How to use YNAB MCP?

Add a configuration entry to your MCP client’s settings (e.g., cline_mcp_settings.json) using the command uvx with arguments ["run", "ynab-mcp"] and the environment variable YNAB_API_KEY. For advanced setups, you can run from a specific directory using uv. Debugging is supported via the MCP Inspector.

Key features of YNAB MCP

  • Retrieve authenticated user information (GetUser).
  • List all accessible budgets with IDs and names (ListBudgets).
  • Get detailed budget info, including transactions and balances (GetBudget).
  • Fetch all categories defined in a budget (GetBudgetCategories).
  • Retrieve budget settings like currency and date formats (GetBudgetSettings).

Use cases of YNAB MCP

  • Automate budget data retrieval for personal finance analysis.
  • Integrate YNAB data into AI-powered assistants for spending insights.
  • Quickly look up category balances and transaction history.
  • Validate budget configurations across multiple budgets.
  • Build custom budgeting workflows without manual YNAB API calls.

常见问题

1

What configuration is required to use YNAB MCP?

You need a valid YNAB API key set as the `YNAB_API_KEY` environment variable, and the server is launched via `uvx run ynab-mcp` in your MCP client configuration.

2

How are monetary amounts returned?

All monetary amounts are returned in milliunits (e.g., 1000 = $1.00). Divide by 1000 to convert to standard currency units.

3

What data does the GetBudget tool return?

It returns detailed information about a specific budget, including transactions, categories, and balances. It also supports optional date filtering and transaction limiting.

4

How can I debug YNAB MCP?

Use the MCP Inspector by installing it via npm and updating your configuration to run the inspector alongside the server. It provides real-time logs, request/response inspection, tool schema validation, and an interactive testing interface.

5

Is there a limit on the number of transactions returned?

The GetBudget tool supports an optional transaction limit parameter, but the README does not specify a default or maximum limit.

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