# YNAB MCP Server
MCP (Model Context Protocol) server for the YNAB (You Need A Budget) API.
## Installation
### Via npx (recommended)
No installation required. Configure your Claude client to use npx directly (see below).
### Via npm (global)
```bash
npm install -g ynab-mcp-server
```
### From source
```bash
git clone https://github.com/jeangnc/ynab-mcp-server.git
cd ynab-mcp-server
make install
make build
```
## Configuration
First, set your YNAB API token in your shell profile (`~/.zshrc` or `~/.bashrc`):
```bash
export YNAB_API_TOKEN="your-token-here"
```
### Claude Code
```bash
claude mcp add ynab --scope user --env YNAB_API_TOKEN='${YNAB_API_TOKEN}' -- npx -y ynab-mcp-server
```
### Claude Desktop
Add to `~/.config/claude/claude_desktop_config.json` (Linux) or `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS):
```json
{
"mcpServers": {
"ynab": {
"command": "npx",
"args": ["-y", "ynab-mcp-server"],
"env": {
"YNAB_API_TOKEN": "${YNAB_API_TOKEN}"
}
}
}
}
```
### Manual usage
```bash
YNAB_API_TOKEN=$YNAB_API_TOKEN npx ynab-mcp-server
```
## Available Tools
| Tool | Description |
|------|-------------|
| `list_budgets` | Get all budgets for the authenticated user |
| `get_budget` | Get detailed budget information |
| `list_accounts` | List all accounts in a budget |
| `get_account` | Get specific account details |
| `list_categories` | Get categories grouped by category group |
| `get_category` | Get single category details |
| `list_transactions` | Get transactions with optional filters |
| `get_transaction` | Get single transaction details |
| `list_payees` | Get all payees |
| `list_scheduled_transactions` | Get recurring transactions |
| `list_months` | Get budget month summaries |
| `get_month` | Get detailed month with category balances |
## Makefile Commands
```
make install # Install dependencies
make build # Compile TypeScript
make run # Run compiled server
make dev # Run TypeScript directly
make clean # Remove build artifacts
```
