Ynab MCP Server

@MCP-Mirror

代码仓库

基本信息

分类

其他

传输方式

stdio

作者

MCP-Mirror

关于 Ynab MCP Server

Mirror of

#ynab #mcp #budgeting #finance

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-server": {
      "command": "npx",
      "args": [
        "ynab-mcp-server"
      ],
      "env": {
        "YNAP_API_TOKEN": ""
      }
    }
  }
}

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-server?

A Model Context Protocol (MCP) server built with mcp-framework that provides tools for interacting with your YNAB budgets. It is intended for use with AI assistants to manage YNAB data via conversation.

How to use ynab-mcp-server?

Set the environment variable YNAB_API_TOKEN with your YNAB personal access token. Build the project (npm install && npm run build), then add the server to your MCP client configuration (e.g., Claude Desktop) using the command and path to the built index.js, or use npx after publishing.

Key features of ynab-mcp-server

Lists all budgets on your YNAB account
Summarizes underfunded categories and low accounts
Retrieves all unapproved transactions
Creates new transactions for a specified budget and account
Supports prompt-based interaction for transaction creation

Use cases of ynab-mcp-server

Set up a default budget interactively with an AI assistant
Add new transactions from conversation (e.g., “Add a transaction … spent at REI”)
Review and manage overspent categories
Approve pending transactions
Check total monthly spending versus total income

常见问题

What runtime does ynab-mcp-server require?

It requires Node.js and npm. Build commands are `npm install` and `npm run build`.

How do I authenticate with YNAB?

You must set the environment variable `YNAB_API_TOKEN` with your personal access token from YNAB. This token is never sent directly to the LLM; it is stored privately in the environment.

Which MCP clients are supported?

The README provides configuration examples for Claude Desktop and links to other MCP clients at https://modelcontextprotocol.io/clients.

Can I add custom tools to ynab-mcp-server?

Yes, you can extend the server by adding new tools using the CLI command `mcp add tool <tool-name>` and referencing the YNAB OpenAPI specification.

What is the knowledge file for?

The optional `KNOWLEDGE_DIR` and `KNOWLEDGE_FILE` environment variables allow you to specify where and how server knowledge (e.g., budget selections) is stored. Defaults to `data/server-knowledge.json` in the server directory.

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