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MCP YNAB 服务器

MCP 服务器实现通过模型上下文协议提供对 YNAB(您需要预算)功能的访问。

特征

  • 查看账户余额和交易

  • 创建新交易

  • 通过标准化 MCP 资源访问 YNAB 数据

Related MCP server: YNAB MCP Server

安装

uv pip install -e .

配置

服务器需要 YNAB API 密钥才能运行。您可以从YNAB 开发者设置中获取一个。

API 密钥可以通过以下方式提供:

  1. 环境变量: YNAB_API_KEY=your_api_key

  2. MCP机密管理系统

  3. 项目根目录中的.env文件

用法

运行服务器

# Development mode with hot reload and browser launch task dev # Production install for Claude Desktop, Goose, or any other MCP-supported environment task install

可用资源

  • ynab://accounts - 列出所有 YNAB 帐户

  • ynab://transactions/{account_id} - 获取特定账户的最近交易

可用工具

  • create_transaction创建新交易

  • get_account_balance - 获取账户的当前余额

示例用法

# 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}")

发展

# 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 Taskfile

项目任务

该项目使用 Taskfile 进行常见操作。关键命令:

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 dependencies

请参阅Taskfile.yml以了解所有可用任务。

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