The MCP YNAB Server provides access to YNAB (You Need A Budget) functionality through the Model Context Protocol, allowing you to:
- View financial data: Check account balances and list transactions
- Manage transactions: Create new transactions and find ones needing attention (uncategorized/unapproved)
- Work with budgets: List all budgets, set a preferred budget, and access categories
- Access detailed information: Retrieve specific transactions by ID and view transaction details including subtransactions
- Use MCP integration: Access YNAB data via standardized resources like
ynab://accounts
andynab://transactions/{account_id}
MCP YNAB Server
An MCP server implementation that provides access to YNAB (You Need A Budget) functionality through the Model Context Protocol.
Features
- View account balances and transactions
- Create new transactions
- Access YNAB data through standardized MCP resources
Installation
Configuration
The server requires a YNAB API key to function. You can obtain one from your YNAB Developer Settings.
The API key can be provided through:
- Environment variable:
YNAB_API_KEY=your_api_key
- MCP secret management system
.env
file in project root
Usage
Running the Server
Available Resources
ynab://accounts
- List all YNAB accountsynab://transactions/{account_id}
- Get recent transactions for a specific account
Available Tools
create_transaction
- Create a new transactionget_account_balance
- Get the current balance of an account
Example Usage
Development
Project Tasks
This project uses a Taskfile for common operations. Key commands:
See Taskfile.yml for all available tasks.
remote-capable server
The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.
Tools
An MCP server that allows users to interact with YNAB data, enabling access to account balances, transactions, and the creation of new transactions through the Model Context Protocol.
Related Resources
Related MCP Servers
- -securityAlicense-qualityAn MCP server that integrates with MySQL databases, enabling secure read and write operations through LLM-driven interfaces with support for transaction handling and performance monitoring.Last updated -68213JavaScriptMIT License
- AsecurityAlicenseAqualityA Model Context Protocol server that facilitates communication between ABAP systems and MCP clients, providing tools for managing ABAP objects, handling transport requests, and performing code analysis to enhance ABAP development workflows.Last updated -12835TypeScriptMIT License
- -securityAlicense-qualityA Model Context Protocol (MCP) server for interacting with YNAB (You Need A Budget). Provides tools for accessing budget data through MCP-enabled clients like Claude Desktop.Last updated -1PythonMIT License
YDB MCPofficial
AsecurityAlicenseAqualityModel Context Protocol server for YDB databases that enables AI-powered database operations and natural language interactions with YDB instances from any LLM that supports MCP.Last updated -521PythonApache 2.0