Schema | MCP YNAB Server

MCP YNAB Server

Describes the environment variables required to run the server.

Name	Required	Description	Default
`YNAB_API_KEY`	Yes	YNAB API key from your YNAB Developer Settings

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Server capabilities have not been inspected yet.

Functions exposed to the LLM to take actions

Name	Description
create_transactionC	Create a new transaction in YNAB.
get_account_balanceC	Get the current balance of a YNAB account (in dollars).
get_budgetsB	List all YNAB budgets in Markdown format.
get_accountsC	List all YNAB accounts in a specific budget in Markdown format.
get_transactionsC	Get recent transactions for a specific account in a specific budget.
get_transactions_needing_attentionC	List transactions that need attention based on specified filter type in a YNAB budget.
_find_transaction_by_idC	Find a transaction by its ID and ID type.
get_categoriesB	List all transaction categories for a given YNAB budget in Markdown format.
set_preferred_budget_idC	Set the preferred YNAB budget ID.
cache_categoriesC	Cache all categories for a given YNAB budget ID.

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
`ynab://preferences/budget_id`

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/Meh-S-Eze/ynab-mcp-client2'

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