MCP YNAB Server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@MCP YNAB Servershow me my checking account balance"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
MCP YNAB Server
An MCP server implementation that provides access to YNAB (You Need A Budget) functionality through the Model Context Protocol.
Features
View account balances and transactions
Create new transactions
Access YNAB data through standardized MCP resources
Related MCP server: YNAB MCP Server
Installation
uv pip install -e .Configuration
The server requires a YNAB API key to function. You can obtain one from your YNAB Developer Settings.
The API key can be provided through:
Environment variable:
YNAB_API_KEY=your_api_keyMCP secret management system
.envfile in project root
Usage
Running the Server
# Development mode with hot reload and browser launch
task dev
# Production install for Claude Desktop, Goose, or any other MCP-supported environment
task installAvailable Resources
ynab://accounts- List all YNAB accountsynab://transactions/{account_id}- Get recent transactions for a specific account
Available Tools
create_transaction- Create a new transactionget_account_balance- Get the current balance of an account
Example Usage
# Create a new transaction
result = await create_transaction(
account_id="your_account_id",
amount=42.50, # in dollars
payee_name="Coffee Shop",
category_name="Dining Out",
memo="Morning coffee"
)
# Get account balance
balance = await get_account_balance("your_account_id")
# List accounts
accounts = await ctx.read_resource("ynab://accounts")
# Get recent transactions
transactions = await ctx.read_resource(f"ynab://transactions/{account_id}")Development
# Install dependencies (uses uv)
task deps
# Run all tests including integration tests (you will need a YNAB API key for this)
task test:all
# Generate coverage report
task coverage
# Format and lint code
task fmt # Should add this to TaskfileProject Tasks
This project uses a Taskfile for common operations. Key commands:
task dev # Start dev server with auto-reload
task test # Run unit tests
task coverage # Generate test coverage report
task install # Install production build
task deps # Synchronize dependenciesSee Taskfile.yml for all available tasks.
Related MCP Servers
- AlicenseBqualityAmaintenanceAn MCP server that allows users to interact with YNAB data, enabling access to account balances, transactions, and the creation of new transactions through the Model Context Protocol.Last updated86MIT
- AlicenseAqualityDmaintenanceA Model Context Protocol server that enables AI-powered interaction with YNAB (You Need A Budget) data, allowing users to query their budgets through conversational interfaces.Last updated1684135MIT
- Alicense-qualityDmaintenanceA 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.Last updated4MIT
- Alicense-qualityDmaintenanceA Model Context Protocol server that enables Claude Code to interact with You Need A Budget (YNAB) accounts, providing API access for budget management, transaction tracking, and financial insights through OAuth authentication.Last updated9115MIT
Related MCP Connectors
Connect AI agents to bank accounts, transactions, balances, and investments.
Read-only bank access for your AI agent. Connects Claude, ChatGPT, Cursor, Gemini, Codex.
Ask your AI about bank accounts, spending, debts, holdings, and investment activity.
Latest Blog Posts
- Who's Calling? MCP Hosts Are an Identity Blind Spot (And the Spec Knows It)By Om-Shree-0709 on .mcpAgent IdentityOAuth 2.1
- Your AI Chatbot Just Exposed Your CEO's Salary to an InternBy Om-Shree-0709 on .Agent IdentityMCP SecurityOAuth Delegation
- Why MCP Servers Need Execution Sandboxing (And Why Your Current Stack Isn't Enough)By Om-Shree-0709 on .Agentic AiPrompt InjectionWebAssembly
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/Meh-S-Eze/ynab-mcp-client2'
If you have feedback or need assistance with the MCP directory API, please join our Discord server