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.
Enables Claude to read and, when writes are enabled, modify a YNAB budget — listing budgets, accounts, categories, payees and transactions, summarizing months, recording transactions, setting category budgets and moving money between categories. It runs remotely on Cloudflare Workers as an OAuth-protected custom connector, so the budget tools are available across Claude web, Desktop, mobile and Cowork.
Enables AI assistants to interact with YNAB budgets through natural language. Supports managing accounts, categories, transactions, and budget months with 21 tools for comprehensive budget operations.
Enables users to manage budgets, accounts, categories, and transactions on You Need A Budget (YNAB) through Claude. It supports both core daily budget management and extended operations like bulk transaction creation and historical trend analysis.
Enables agent-friendly access to Monarch Money finances, including accounts, transactions, budgets, cash flow, and mutations through structured MCP tools.
Enables users to connect their own YNAB account via OAuth and work with their budgets through natural language — reviewing plans, months, accounts, categories, payees, transactions, scheduled transactions, and money movements, plus writing changes such as creating, approving, recategorizing, or deleting transactions, assigning funds to categories, and moving money between them. It also adds read-only summaries for catching unapproved transactions and overspending, analyzing spending, tracking goal funding, and forecasting cash flow.
