List all budgets associated with the user's account

Get detailed information for a specific budget

List all payees for a specific budget

Get detailed information for a specific payee

List all categories for a specific budget

Get detailed information for a specific category

Update the budgeted amount for a category in the current month

List all accounts for a specific budget

Get detailed information for a specific account

Create a new account in the specified budget

Get budget data for a specific month

List all months summary data for a budget

List transactions for a budget with optional filtering

Export all transactions to a JSON file with descriptive filename

Get detailed information for a specific transaction

Create a new transaction in the specified budget and account

Create multiple transactions in a single batch (1-100 items) with duplicate detection, dry-run validation, and automatic response size management with correlation metadata.

Create a split transaction from receipt items with proportional tax allocation

Update an existing transaction

Update multiple transactions in a single batch (1-100 items) with dry-run validation, automatic cache invalidation, and response size management. Supports optional original_account_id and original_date metadata for efficient cache invalidation.

Delete a transaction from the specified budget

Compare bank transactions from CSV with YNAB transactions to find missing entries

Guided reconciliation workflow with human narrative, insight detection, and optional execution (create/update/unclear). Set include_structured_data=true to also get full JSON output (large).

Get information about the authenticated user

Set the default budget for subsequent operations

Get the currently set default budget

Get comprehensive diagnostic information about the MCP server

Clear the in-memory cache (safe, no YNAB data is modified)