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You Need A Budget (YNAB) MCP

by Jtewen

list-budgets

Retrieve all active YNAB budgets to view or manage your financial plans directly through the MCP server for AI-powered budgeting control.

Instructions

List all available YNAB budgets

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Implementation Reference

  • The handler logic for executing the "list-budgets" tool. It retrieves all YNAB budgets using the ynab_client and formats a markdown-style list of budget names and IDs.
    if name == "list-budgets":
        budgets = await ynab_client.get_budgets()
    
        if not budgets:
            return [types.TextContent(type="text", text="No budgets found.")]
    
        budget_list = "\n".join(f"- {b.name} (ID: {b.id})" for b in budgets)
    
        return [
            types.TextContent(
                type="text",
                text=f"Here are your available budgets:\n{budget_list}",
            )
        ]
  • The registration of the "list-budgets" tool in the handle_list_tools() function, which lists available tools for the MCP server.
    types.Tool(
        name="list-budgets",
        description="List all available YNAB budgets",
        inputSchema={"type": "object", "properties": {}},
  • The input schema for the "list-budgets" tool, which requires no parameters (empty object). Note: output is not explicitly schemed but returns TextContent.
    inputSchema={"type": "object", "properties": {}},
  • "list-budgets" is included in the READ_ONLY_TOOLS set, allowing it in read-only mode.
    "list-budgets",

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