YNAB MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| YNAB_API_TOKEN | No | YNAB 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
| 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 |
|---|---|
| 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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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