You Need A Budget (YNAB) MCP

MIT License

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list-monthly-transactions

Retrieve all transactions for a specific month across all accounts in YNAB. Input the month (YYYY-MM-DD), optional limit, and budget ID to manage and analyze your financial data efficiently.

Instructions

List all transactions for a given month, across all accounts.

Input Schema

Name	Required	Description
`budget_id`	No	The ID of the budget. If not provided, the default budget will be used.
`limit`	No	The maximum number of transactions to return
`month`	Yes	The month to get transactions for (YYYY-MM-DD)

Input Schema (JSON Schema)

{
  "properties": {
    "budget_id": {
      "description": "The ID of the budget. If not provided, the default budget will be used.",
      "type": "string"
    },
    "limit": {
      "description": "The maximum number of transactions to return",
      "type": "integer"
    },
    "month": {
      "description": "The month to get transactions for (YYYY-MM-DD)",
      "type": "string"
    }
  },
  "required": [
    "month"
  ],
  "type": "object"
}

Install Server

HTTP connection URL

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