Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| YNAB_API_TOKEN | Yes | Your YNAB API token |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_budgets | Get all budgets for the authenticated user. Returns budget names, IDs, and last modified dates. |
| get_budget | Get detailed information about a specific budget including accounts, categories, and settings. |
| list_accounts | Get all accounts for a budget. Returns account names, types, balances, and status. |
| get_account | Get detailed information about a specific account. |
| list_categories | Get all categories for a budget, grouped by category group. Includes budgeted amounts and activity. |
| get_category | Get detailed information about a specific category including current month data. |
| list_transactions | Get transactions for a budget. Supports filtering by date, type, category, payee, and account. |
| get_transaction | Get detailed information about a specific transaction. |
| list_payees | Get all payees for a budget. |
| list_scheduled_transactions | Get all scheduled/recurring transactions for a budget. |
| list_months | Get all budget months. Returns month summaries with income, budgeted, and activity totals. |
| get_month | Get detailed budget information for a specific month including all category balances. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |