The YNAB MCP Server connects AI assistants to your YNAB budgeting data, enabling conversational access to financial information through natural language queries.

Core Capabilities:

• Budget Management: Retrieve all budgets with IDs and last modification dates, access detailed budget information including accounts, categories, and settings

• Account Operations: List all accounts showing names, types, balances, and status; get specific account details

• Category Analysis: View categories organized by groups with budgeted amounts and activity; get detailed information for specific categories including current month data

• Transaction Queries: Search and filter transactions by date range, type (uncategorized/unapproved), category, payee, or account; retrieve specific transaction details

• Scheduled Transactions: View all recurring and scheduled transactions to understand future financial commitments

• Payee Information: Access complete list of payees associated with your budget

• Monthly Reports: Get month-by-month summaries showing income, budgeted amounts, and activity totals; access detailed month information including all category balances

Key Features:

• Read-only access to all YNAB data (no modifications)

• Support for multiple budgets with 'last-used' convenience shortcut

• Comprehensive filtering and date-based analysis for historical data

• Ability to analyze spending patterns and monitor budget health across time periods

1. Click on "Install Server".

2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.

3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@YNAB MCP Server show me my recent transactions from last week"

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.