Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@MCP YNAB Servershow me my checking account balance"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
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
Related MCP server: ABAP-ADT-API MCP-Server
Installation
uv pip install -e .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_keyMCP secret management system
.envfile in project root
Usage
Running the Server
# Development mode with hot reload and browser launch
task dev
# Production install for Claude Desktop, Goose, or any other MCP-supported environment
task installAvailable 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
# Create a new transaction
result = await create_transaction(
account_id="your_account_id",
amount=42.50, # in dollars
payee_name="Coffee Shop",
category_name="Dining Out",
memo="Morning coffee"
)
# Get account balance
balance = await get_account_balance("your_account_id")
# List accounts
accounts = await ctx.read_resource("ynab://accounts")
# Get recent transactions
transactions = await ctx.read_resource(f"ynab://transactions/{account_id}")Development
# Install dependencies (uses uv)
task deps
# Run all tests including integration tests (you will need a YNAB API key for this)
task test:all
# Generate coverage report
task coverage
# Format and lint code
task fmt # Should add this to TaskfileProject Tasks
This project uses a Taskfile for common operations. Key commands:
task dev # Start dev server with auto-reload
task test # Run unit tests
task coverage # Generate test coverage report
task install # Install production build
task deps # Synchronize dependenciesSee Taskfile.yml for all available tasks.