Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| YNAB_PAT | Yes | Your Personal Access Token from YNAB Developer Settings |
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list-budgets | List all available YNAB budgets |
| list-accounts | List all accounts for a given budget |
| list-transactions | List transactions for a given account |
| list-monthly-transactions | List all transactions for a given month, across all accounts. |
| list-categories | List all categories for a given budget, including their budgeted amounts, activity, and goals. |
| list-payees | List all payees for a given budget |
| rename-payees | Update multiple payees to a single new name. This is useful for cleaning up and merging similar payees. |
| move-budget-amount | Move a specific amount from one category to another in a given month. |
| assign-budget-amount | Assign a specific amount to a category for a given month |
| update-transactions | Update one or more transactions with new categories, payees, memos, etc. |
| list-scheduled-transactions | List all scheduled transactions for a given budget. |
| get-financial-overview | Get the current financial overview including account balances, goals, and notes |
| update-financial-overview-section | Update a specific section of the financial overview |
| refresh-financial-overview | Automatically refresh the financial overview with latest data from YNAB |