F
licenseB
qualityNot graded
maintenanceProvides access to YNAB (You Need A Budget) functionality through the Model Context Protocol, allowing users to view account balances, access transaction data, and create new transactions.
10
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Folio MCP
by bruchris
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Folio MCPshow my recent transactions"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Folio MCP
Open-source TypeScript client, Model Context Protocol server and CLI for Folio. Unofficial; not affiliated with Folio AS.
Accounts, transactions, events, receipt bytes, categories and payment drafts.
Package and release status
@bruchris/folio-mcp version 0.1.0 is prepared but not yet published to npm. Requires Node 22.14+; Node 24 is recommended. The following installation command applies after the first npm release.
npx -y @bruchris/folio-mcpSet FOLIO_API_KEY in your client environment. Import the typed client from @bruchris/folio-mcp/client without launching MCP or loading environment files. Third-party Folio OAuth requires a vendor integration partnership. API keys remain supported for owner integrations.
Related MCP server: Firefly III MCP Server
Approval
MCP writes return a preview until confirm=true; the client must obtain approval before confirming. CLI writes require --confirm. Folio API payments remain drafts for approval in Folio. The model reads receipts; the adapter does not parse merchant layouts or guess VAT.
Development
npm ci
npm test
npm run typecheck
npm run build
npm run test:tooling
npm run check:public
npm run check:secretsThis repository contains only the Folio package in packages/folio-mcp and its supporting tooling. Its root workspace is private to prevent accidental publication of the tooling. The Freddy application source remains private and is excluded.
Package documentation · Public docs · Hosting · Contributing · Releases · Security
MIT license.
This server cannot be deployed
Maintenance
ActivityMaintained
ResponsivenessNo issues
Related MCP Connectors
- OrlaOAuthfinance.orla
Personal, family and business books over fiat and crypto. Reads and records; it cannot pay.
Read your accounts, budgets and net worth, and draft changes you confirm.
Personal finance ledger for AI agents — query spending, track bills, forecast cash flow.
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
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