ynab-mcp-lite
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| YNAB_PLAN_ID | No | Default plan id; a single plan resolves automatically. | |
| YNAB_BASE_URL | No | API base (development only). | https://api.ynab.com/v1 |
| YNAB_MCP_HOST | No | Bind address for serve. | 127.0.0.1 |
| YNAB_MCP_PORT | No | Bind port for serve. | 8000 |
| YNAB_API_TOKEN | Yes | YNAB Personal Access Token (Settings → Developer) | |
| YNAB_DEDUPE_DAYS | No | Duplicate pre-check window, in days. | 10 |
| YNAB_ALLOW_WRITES | No | Set to '1' to register the add-only write tools. | 0 |
| YNAB_ALLOWED_HOSTS | No | Host allowlist for the HTTP transport. | container name + localhost |
Instructions
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.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| auth_statusA | Check the YNAB connection: token validity, plan list, and this server's configuration (writes on/off, dedupe window). Never returns the token. |
| list_plansA | List the plans (budgets) on this YNAB account: id, name, last month, currency. |
| list_accountsA | List accounts in a plan: id, name, type, on-budget flag, balance. Closed accounts are hidden unless include_closed=true. |
| list_categoriesA | List categories in a plan: id, group, name, and budgeted/activity/balance for the current month. Hidden categories are excluded unless include_hidden=true; search matches name or group (substring). |
| list_payeesA | List payees in a plan: id, name, and the transfer target account for transfer payees. search matches the name (substring). |
| get_transactionsA | List transactions, newest first. Optional filters: one account, a date range (YYYY-MM-DD, inclusive), or only unapproved. Returns dollar amounts as strings plus exact milliunits. limit caps the rows returned (max 500). |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 6 tools
Each tool targets a distinct YNAB resource or concern: plans, transactions, payees, auth, accounts, and categories. There is no overlap between them.
Most tools follow a consistent list_<resource> pattern. get_transactions and auth_status deviate slightly but are still clear and predictable.
Six tools is well-scoped for a lightweight YNAB server, covering all essential read-only resources without unnecessary bloat.
The read-only surface is complete for YNAB: plans, accounts, transactions, payees, categories, and authentication status are all covered. Write operations are absent, but this is a 'lite' server; the auth_status mention of writes feels slightly disconnected.