ynab-mcp-server
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ynab-mcp-server is a Model Context Protocol server designed to enable AI-driven interactions with YNAB budgets. It allows users to manage their finances by adding and approving transactions, checking spending, and more. The server is built with tools that integrate with YNAB using environment variables.
ynab-mcp-server
A Model Context Protocol (MCP) server for interacting with YNAB budgets, built using the mcp-framework. This server offers tools for managing YNAB budgets and transactions through AI conversations.
Setup
- Specify environment variables: YNAB_API_TOKEN (required), YNAB_BUDGET_ID (optional)
Workflows
- Select budgets, manage overspent categories, add and approve transactions, check monthly spending vs income, and auto-distribute funds.
Tools
- ListBudgets, BudgetSummary, GetUnapprovedTransactions, CreateTransaction, ApproveTransaction
Development
- Add tools using CLI commands, structure example provided, and publish to npm.
Usage
- Install YNAB Budget Assistant via Smithery or configure local development for Claude Desktop.