MCP YNAB Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| YNAB_API_KEY | Yes | Your YNAB API key required to access the YNAB functionalities. |
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| ynab://preferences/budget_id |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| create_transaction | Create a new transaction in YNAB. |
| get_account_balance | Get the current balance of a YNAB account (in dollars). |
| get_budgets | List all YNAB budgets in Markdown format. |
| get_accounts | List all YNAB accounts in a specific budget in Markdown format. |
| get_transactions | Get recent transactions for a specific account in a specific budget. |
| get_transactions_needing_attention | List transactions that need attention based on specified filter type in a YNAB budget. |
| _find_transaction_by_id | Find a transaction by its ID and ID type. |
| get_categories | List all transaction categories for a given YNAB budget in Markdown format. |
| set_preferred_budget_id | Set the preferred YNAB budget ID. |
| cache_categories | Cache all categories for a given YNAB budget ID. |