YNAB MCP Server

Lists all available budgets from YNAB API

Gets unapproved transactions from a budget. First time pulls last 3 days, subsequent pulls use server knowledge to get only changes.

Get a summary of the budget for a specific month highlighting overspent categories that need attention and categories with a positive balance that are doing well.

Creates a new transaction in your YNAB budget. Either payeeId or payeeName must be provided in addition to the other required fields.

Approves an existing transaction in your YNAB budget.

Updates the budgeted amount for a category in a specific month. Use this to allocate funds to categories or move money between categories.

Updates an existing transaction. All fields except transactionId are optional - only provide fields you want to change.

Approves multiple transactions at once. Provide an array of transaction IDs to approve them all in a single API call.

Lists all payees in a budget. Useful for finding payee IDs when creating transactions.

Gets transactions from a budget with optional filters. Can filter by date range, account, category, payee, or approval status.

Deletes a transaction from the budget. This action cannot be undone.

Lists all categories in a budget, grouped by category group. Useful for finding category IDs when creating transactions or updating budgets.

Lists all accounts in a budget. Useful for finding account IDs when creating transactions.

Lists all scheduled (recurring) transactions in a budget.

Imports available transactions on all linked accounts for the budget. This triggers an import from connected financial institutions (equivalent to clicking 'Import' in the YNAB app).

Lists all budget months. Each month contains summary information about budgeting status.