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Ynab MCP Server

@calebl

代码仓库

基本信息

分类

其他

许可证

MIT

传输方式

stdio

作者

calebl

关于 Ynab MCP Server

Model Context Protocol for YNAB (you need a budget)

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": [
        "-y",
        "@smithery/cli",
        "install",
        "@calebl/ynab-mcp-server",
        "--client",
        "claude"
      ]
    }
  }
}

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 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

常见问题

1

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.

2

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.

3

What tools are currently available?

The server includes ListBudgets, BudgetSummary, GetUnapprovedTransactions, CreateTransaction, and ApproveTransaction.

4

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.

5

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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