ynab-mcp-server
by MCP-Mirror
ynab-mcp-server is a Model Context Protocol (MCP) server built with mcp-framework that provides tools for interacting with your YNAB budgets. It allows AI to interact with your YNAB data using a Personal Access Token, which is securely stored and never directly sent to the LLM.
Last updated: N/A
What is ynab-mcp-server?
This is an MCP server that allows you to interact with your YNAB (You Need A Budget) data using an AI. It provides tools to manage your budget, add transactions, and get budget summaries.
How to use ynab-mcp-server?
- Obtain a Personal Access Token from YNAB.
- Configure the MCP server with the YNAB_API_TOKEN environment variable.
- Add the server configuration to your Claude Desktop or other MCP client.
- Interact with your YNAB budget through the available tools using natural language prompts.
Key features of ynab-mcp-server
List available YNAB budgets
Get a summary of underfunded categories and low accounts
Retrieve unapproved transactions
Create new transactions
Manage overspent categories
Approve transactions
Check total monthly spending vs total income
Auto-distribute ready to assign funds based on category targets
Use cases of ynab-mcp-server
Automated budget management through AI conversation
Adding transactions via voice commands
Getting budget summaries and insights using natural language
Automating the distribution of ready to assign funds
FAQ from ynab-mcp-server
How do I get a Personal Access Token from YNAB?
How do I get a Personal Access Token from YNAB?
You can get your Personal Access Token from YNAB at https://api.ynab.com/#personal-access-tokens.
Is my YNAB API token sent to the LLM?
Is my YNAB API token sent to the LLM?
No, the token is never directly sent to the LLM. It is stored privately in an environment variable for use with the YNAB API.
What environment variables do I need to set up?
What environment variables do I need to set up?
You need to specify the YNAB_API_TOKEN (required), KNOWLEDGE_DIR (optional), and KNOWLEDGE_FILE (optional) environment variables.
Where can I find other MCP clients?
Where can I find other MCP clients?
Check https://modelcontextprotocol.io/clients for other available clients.
How do I add a new tool?
How do I add a new tool?
You can add more tools using the CLI: mcp add tool my-tool