How to import transaction history to YNAB – MCP tools

create_transaction
MCP YNAB Server
Add a new transaction in YNAB by specifying account ID, amount, payee, and optional details like category and memo using the MCP YNAB Server.
prepare_split_for_matching
YNAB MCP Server
Create an unapproved split transaction to match with an imported bank transaction in YNAB. This prepares the split for manual matching in the YNAB interface, allowing you to categorize different portions of a single transaction.
MIT License
get_categories
MCP YNAB Server
Retrieve and format all transaction categories for a specified YNAB budget in Markdown, enabling organized financial tracking and analysis with the MCP YNAB Server.
create_transaction
MCP YNAB Server
Add a new transaction in YNAB by specifying account ID, amount, payee name, and optional details like category and memo for accurate budget tracking.
get_categories
MCP YNAB Server
Retrieve and list all transaction categories for a specified YNAB budget in Markdown format, enabling easy organization and reference.
set_preferred_budget_id
MCP YNAB Server
Define your primary YNAB budget ID to streamline account balance checks, transaction data access, and new transaction creation within the MCP YNAB Server.

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