YNAB MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| YNAB_API_TOKEN | Yes | Your YNAB API token |
Capabilities
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_budgetsA | Get all budgets for the authenticated user. Returns budget names, IDs, and last modified dates. |
| get_budgetB | Get detailed information about a specific budget including accounts, categories, and settings. |
| list_accountsB | Get all accounts for a budget. Returns account names, types, balances, and status. |
| get_accountC | Get detailed information about a specific account. |
| list_categoriesB | Get all categories for a budget, grouped by category group. Includes budgeted amounts and activity. |
| get_categoryC | Get detailed information about a specific category including current month data. |
| list_transactionsC | Get transactions for a budget. Supports filtering by date, type, category, payee, and account. |
| get_transactionC | Get detailed information about a specific transaction. |
| list_payeesC | Get all payees for a budget. |
| list_scheduled_transactionsC | Get all scheduled/recurring transactions for a budget. |
| list_monthsC | Get all budget months. Returns month summaries with income, budgeted, and activity totals. |
| get_monthC | Get detailed budget information for a specific month including all category balances. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Latest Blog Posts
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/jeangnc/ynab-mcp-server'
If you have feedback or need assistance with the MCP directory API, please join our Discord server