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YNAB Conversation MCP

by itsRoze

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      quality
      A
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      Enables Claude and ChatGPT to securely read, categorize, and manage your YNAB budget through natural language, with a self-hosted Cloudflare Worker for private access.
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    • A
      license
      A
      quality
      D
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      Enables reading and writing YNAB budget data, such as listing budgets, accounts, categories, transactions, and creating or updating transactions, through natural language commands.
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    • A
      license
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      quality
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      Enables AI assistants to interact with YNAB budgets, performing read-only queries by default and optional write operations like creating transactions and managing categories through natural language.
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    • A
      license
      B
      quality
      A
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      Connects MCP clients such as Claude, Cursor, and Codex to a YNAB budget so users can ask about month health, cash position, overspent categories, uncategorized or unapproved transactions, subscriptions, recurring charges, and reconciliation. Read-only unless writes are explicitly enabled, in which case changes are logged with prior state and can be reverted.
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    • A
      license
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      Lets an AI agent read a YNAB budget and ask plain-language questions about it — where money went, what still needs a category, whether an account matches the bank, and when money would run out. Changes such as categorising, splitting or budgeting are read-only by default, and every write is previewed, explicitly confirmed, and undoable.
      19
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    • A
      license
      Not graded
      quality
      B
      maintenance
      Gives Claude a secure, remote connection to your YNAB budget, with read-only tools for budgets, accounts, categories, transactions, and payees, plus optional write tools for transactions and budget transfers.
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