mcp-ynab

mcp-ynab

2
finance

MCP YNAB Server is a Model Context Protocol implementation that connects YNAB with MCP-compatible clients, allowing seamless financial data management. It features various tools for budget and transaction management through an AI assistant interface.

MCP YNAB Server Overview

Welcome to the MCP server for YNAB! This project connects MCP clients like Cursor to your YNAB account, allowing interaction with your financial data directly from your editor.

Features

  • Provides tools to interact with YNAB data:
    • List budgets and accounts.
    • Fetch account balances.
    • List categories and transactions.
    • Create new transactions.
  • Easy setup and integration with the Cursor client.

Setup

  1. Clone the repository and install dependencies.
  2. Configure your YNAB API Token in the Cursor configuration file.
  3. Compile the code with npm run build.

Usage With Cursor

  • Ensure configuration in ~/.cursor/mcp.json is correct.
  • Restart Cursor to launch the server.
  • Use AI Assistant to access tools like listing budgets and fetching account balances.