Schema | YNAB Budget MCP

YNAB Budget MCP

Describes the environment variables required to run the server.

Name	Required	Description	Default
`YNAB_ACCESS_TOKEN`	Yes	Your YNAB Personal Access Token from YNAB developer settings.
`YNAB_ENABLE_WRITES`	No	Set to 'true' to enable the experimental write workflow. Leave unset for read-only mode.	false

Features and capabilities supported by this server

Capability	Details
`tools`	{ "listChanged": false }

Functions exposed to the LLM to take actions

Name	Description
ynab_list_plansA	List the YNAB plans available to the configured token.
ynab_get_budget_snapshotA	Get a high-level snapshot of a YNAB plan for a given month, including month details, account totals, and category highlights.
ynab_list_accountsB	List accounts for a YNAB plan.
ynab_list_categoriesA	List category groups and categories for a YNAB plan, with optional month context.
ynab_list_transactionsA	List transactions for a YNAB plan with optional date, month, account, category, payee, and limit filters.
ynab_get_month_categoryB	Get one exact category for one exact YNAB plan month.
ynab_list_scheduled_transactionsA	List and project scheduled YNAB transaction occurrences through a bounded date horizon.
ynab_list_payeesA	List payees for a YNAB plan.
ynab_preview_assignmentsA	Freshly validate exact category assignment deltas and create a short-lived preview token without changing YNAB.
ynab_apply_assignment_previewA	Apply a short-lived assignment preview token only after the user explicitly approves the exact preview.

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
No resources

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