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., "@fin-mcp show my transactions from March to May"
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.
MCP server for FIN. Six tools, all forwarded to FIN's API with one API token:
get_history(from_month, to_month)
get_recommendations(year, month)
get_transactions(from_month, to_month, envelope_id=None)
get_transfers(from_month, to_month)
get_accounts()
set_plan_amounts(year, month, amounts)
All except set_plan_amounts only read. set_plan_amounts is the only write: it sets the
Planned amount of envelopes for an existing month. It cannot create months,
cannot change a status, and FIN rejects rows that are already Funded or
Skipped. No calculation, no filtering, no data logged.
On the FIN server create the API token: sudo php api.php create-api-token.
It is printed once; running the command again revokes the old token. The
token allows the read actions and the plan-amount write, nothing else.
Copy env.example to a file outside any web root (mode 600) and fill it in.
Create a virtual environment and install requirements.txt.
Copy fin-mcp.service.example to /etc/systemd/system/fin-mcp.service,
adjust the user and paths, then enable and start it.
Put a TLS reverse proxy for PUBLIC_HOSTNAME in front of HOST:PORT.
Access tokens are validated against the JWKS of OIDC_ISSUER, with audience
https://<PUBLIC_HOSTNAME>/mcp. Register a public OIDC client (PKCE S256)
with redirect URI https://claude.ai/api/mcp/auth_callback.
In Claude add a custom connector with URL https://<PUBLIC_HOSTNAME>/mcp,
your client ID and an empty secret. After any change to the tool list,
remove and re-add the connector.
Related MCP server: YNAB MCP Server
AGPL-3.0-or-later. Copyright (C) 2026 Marijo Novosel.
The full license text is in LICENSE.
This server cannot be deployed
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