ynab-mcp-server
by calebl
A Model Context Protocol (MCP) server built with mcp-framework. This MCP provides tools for interacting with your YNAB budgets setup at https://ynab.com
Last updated: N/A
What is ynab-mcp-server?
This is an MCP server that allows AI agents to interact with your YNAB (You Need A Budget) data. It provides tools to manage budgets, add transactions, and gain insights into your spending.
How to use ynab-mcp-server?
First, obtain a Personal Access Token from YNAB. Then, install the server using Smithery or configure it manually in your Claude Desktop config file. Provide your YNAB_API_TOKEN as an environment variable when adding the MCP server to any client.
Key features of ynab-mcp-server
List available YNAB budgets
Summarize underfunded categories and low accounts
Retrieve unapproved transactions
Create new transactions
Integration with Claude Desktop and other MCP clients
Use cases of ynab-mcp-server
Manage overspent categories with AI assistance
Automate transaction creation and approval
Get insights into monthly spending vs. income
Automatically distribute 'Ready to Assign' funds based on category targets
FAQ from ynab-mcp-server
What is YNAB_API_TOKEN?
What is YNAB_API_TOKEN?
It's your Personal Access Token from YNAB, required for the server to access your YNAB data.
Is my YNAB_API_TOKEN sent to the LLM?
Is my YNAB_API_TOKEN sent to the LLM?
No, the token is stored privately as an environment variable and never directly sent to the LLM.
How do I install this server?
How do I install this server?
You can install it using Smithery or configure it manually in your Claude Desktop config file.
What clients are supported?
What clients are supported?
Claude Desktop is supported, and other MCP clients are available at https://modelcontextprotocol.io/clients.
How can I add new tools?
How can I add new tools?
You can add more tools using the CLI: mcp add tool my-tool. You can also use the YNAB open api specification to prompt an AI to generate a new tool.