YNAB MCP Server

# YNAB MCP Server A Model Context Protocol (MCP) server for interacting with YNAB (You Need A Budget) via their API. ## Features - Get budgets, accounts, and categories - Get, create and update transactions - Create new categories - Update budgeted amounts for categories - Get budget summaries ## Prerequisites - Python 3.13 or higher - A YNAB account with an API token ([Get your token here](https://app.ynab.com/settings/developer)) - UV package manager (optional but recommended) ## Installation 1. Clone this repository ```bash git clone https://github.com/ntdef/ynab-mcp.git cd ynab-mcp ``` 2. Create a virtual environment ```bash uv venv ``` 3. Activate the virtual environment - Windows: ``` venv\Scripts\activate ``` - Unix/MacOS: ``` source venv/bin/activate ``` 4. Install dependencies using UV ```bash # python -m pip install uv uv sync ``` 5. Copy `.env.example` to `.env` and add your YNAB API token ```bash cp .env.example .env # Edit .env with your favorite editor ``` ## Usage ### Running the server ```bash uv run ynab-mcp ``` The server will start in stdio mode, so you won't see any output. ### Available tools The YNAB MCP Server provides the following tools: #### Budget management - `get_budgets`: Retrieve all budgets for the authenticated user - `get_budget_summary`: Get a summary of the budget, optionally for a specific month #### Account management - `get_accounts`: Retrieve all accounts for a specific budget #### Category management - `get_categories`: Retrieve all categories for a specific budget - `create_category`: Create a new category in the specified budget group - `update_category_budgeted`: Update the budgeted amount for a category in a specific month #### Transaction management - `get_transactions`: Retrieve transactions for a specific budget, optionally filtered by date, account, or category - `create_transaction`: Create a new transaction in the specified budget - `update_transaction`: Update one or more fields of a specific transaction ## Development ### Running tests ```bash uv run pytest ``` ### Code style This project uses Black and isort for code formatting. To format your code: ```bash uv run isort src tests uv run black src tests ``` ## License MIT License ## Acknowledgements - Some of the code was written with the assistance of [aider](https://aider.chat/) - [YNAB API Documentation](https://api.ynab.com/) - [fastmcp](https://github.com/anthropics/fastmcp) by Anthropic