Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| YNAB_API_TOKEN | Yes | Your Personal Access Token from YNAB (required) | |
| YNAB_BUDGET_ID | No | Your YNAB budget ID (optional) |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| ynab_list_budgets | Lists all available budgets from YNAB API |
| ynab_get_unapproved_transactions | Gets unapproved transactions from a budget. First time pulls last 3 days, subsequent pulls use server knowledge to get only changes. |
| ynab_budget_summary | Get a summary of the budget for a specific month highlighting overspent categories that need attention and categories with a positive balance that are doing well. |
| ynab_create_transaction | Creates a new transaction in your YNAB budget. Either payeeId or payeeName must be provided in addition to the other required fields. |
| ynab_approve_transaction | Approves an existing transaction in your YNAB budget. |
| ynab_update_category_budget | Updates the budgeted amount for a category in a specific month. Use this to allocate funds to categories or move money between categories. |
| ynab_update_transaction | Updates an existing transaction. All fields except transactionId are optional - only provide fields you want to change. |
| ynab_bulk_approve_transactions | Approves multiple transactions at once. Provide an array of transaction IDs to approve them all in a single API call. |
| ynab_list_payees | Lists all payees in a budget. Useful for finding payee IDs when creating transactions. |
| ynab_get_transactions | Gets transactions from a budget with optional filters. Can filter by date range, account, category, payee, or approval status. |
| ynab_delete_transaction | Deletes a transaction from the budget. This action cannot be undone. |
| ynab_list_categories | Lists all categories in a budget, grouped by category group. Useful for finding category IDs when creating transactions or updating budgets. |
| ynab_list_accounts | Lists all accounts in a budget. Useful for finding account IDs when creating transactions. |
| ynab_list_scheduled_transactions | Lists all scheduled (recurring) transactions in a budget. |
| ynab_import_transactions | Imports available transactions on all linked accounts for the budget. This triggers an import from connected financial institutions (equivalent to clicking 'Import' in the YNAB app). |
| ynab_list_months | Lists all budget months. Each month contains summary information about budgeting status. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |