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ynab-mcp

by EthanKang1
README.md2.34 kB
# YNAB MCP Server [![smithery badge](https://smithery.ai/badge/@EthanKang1/ynab-mcp)](https://smithery.ai/server/@EthanKang1/ynab-mcp) A Model Context Protocol (MCP) server for interacting with YNAB (You Need A Budget). Provides tools for accessing budget data through MCP-enabled clients like Claude Desktop. ## MCP Client Configuration ### Basic Configuration Add this to your MCP client's configuration (e.g. `cline_mcp_settings.json` for Claude Desktop): ```json { "mcpServers": { "ynab-mcp": { "command": "uvx", "args": ["run", "ynab-mcp"], "env": { "YNAB_API_KEY": "your-api-key-here" } } } } ``` ### Advanced Configuration If you're running from a specific directory: ```json { "mcpServers": { "ynab-mcp": { "command": "uv", "args": ["--directory", "/path/to/ynab-mcp", "run", "ynab-mcp"], "env": { "YNAB_API_KEY": "your-api-key-here" } } } } ``` ### Debugging To debug with the MCP Inspector: 1. Install the inspector: ```bash npm install -g @modelcontextprotocol/inspector ``` 2. Update your configuration to use the inspector with uv: ```json { "mcpServers": { "ynab-mcp": { "command": "uv", "args": ["--directory", "/path/to/ynab-mcp", "run", "@modelcontextprotocol/inspector", "ynab-mcp"], "env": { "YNAB_API_KEY": "your-api-key-here" }, "disabled": false, "autoApprove": [] } } } ``` The inspector provides: - Real-time logs of tool calls and responses - Request/response inspection - Tool schema validation - Interactive testing interface ## Available Tools ### GetUser Retrieves information about the authenticated YNAB user, including user ID and email. ### ListBudgets Lists all budgets accessible to the authenticated user, including budget IDs and names. ### GetBudget Retrieves detailed information about a specific budget, including transactions, categories, and balances. Supports optional date filtering and transaction limiting. Note: Monetary amounts are returned in milliunits (e.g., 1000 = $1.00) ### GetBudgetCategories Retrieves all categories defined in the specified budget, including category groups, names, and IDs. ### GetBudgetSettings Retrieves settings for the specified budget, including currency format, date format, and other preferences.

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