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WGDevelopment

YNAB MCP Server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
YNAB_API_TOKENNoYNAB Personal Access Token. Can be provided via environment variable or stored in the OS keyring using 'ynab-mcp store-token'.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
ynab_get_budgetsA

List all budgets available to the authenticated user.

ynab_get_accountsB

List all accounts in a budget with their current balances.

ynab_get_categoriesA

List all category groups and categories with budgeted amounts and balances.

ynab_move_moneyA

Move money from one category to another.

ynab_get_transactionsA

List recent transactions, optionally filtered by date, account, or category.

ynab_create_transactionA

Create a new transaction. Use negative amounts for spending, positive for income.

ynab_update_transactionA

Update an existing transaction. Only specified fields will be updated.

ynab_get_month_summaryA

Get a summary of a budget month including income, budgeted amounts, and spending.

ynab_get_payeesA

List all payees in the budget.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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