ynab-mcp

The YNAB MCP Server is designed to facilitate seamless interaction with the YNAB budgeting platform through the Model Context Protocol. It allows users to access and manage their budget data using MCP-enabled clients such as Claude Desktop. By leveraging the YNAB API, this server provides a structured way to retrieve and manipulate budget information, making it easier for users to keep track of their financial data. The server supports various operations, including retrieving user information, listing budgets, and accessing detailed budget data. It also offers advanced configuration options for users who need to run the server from specific directories or require debugging capabilities using the MCP Inspector.

Features

• User Information Retrieval: Access details about the authenticated YNAB user, including user ID and email.
• Budget Listing: List all budgets accessible to the authenticated user, with budget IDs and names.
• Detailed Budget Access: Retrieve comprehensive information about specific budgets, including transactions and balances.
• Category Retrieval: Access all categories within a specified budget, including category groups and IDs.
• Budget Settings Access: Retrieve settings for a specified budget, such as currency and date formats.

MCP Tools

• {'GetUser': 'Retrieves information about the authenticated YNAB user, including user ID and email.'}
• {'ListBudgets': 'Lists all budgets accessible to the authenticated user, including budget IDs and names.'}
• {'GetBudget': 'Retrieves detailed information about a specific budget, including transactions, categories, and balances.'}
• {'GetBudgetCategories': 'Retrieves all categories defined in the specified budget, including category groups, names, and IDs.'}
• {'GetBudgetSettings': 'Retrieves settings for the specified budget, including currency format, date format, and other preferences.'}

Usage with Different Platforms

Basic Configuration

{
  "mcpServers": {
    "ynab-mcp": {
      "command": "uvx",
      "args": ["run", "ynab-mcp"],
      "env": {
        "YNAB_API_KEY": "your-api-key-here"
      }
    }
  }
}

Advanced Configuration

{
  "mcpServers": {
    "ynab-mcp": {
      "command": "uv",
      "args": ["--directory", "/path/to/ynab-mcp", "run", "ynab-mcp"],
      "env": {
        "YNAB_API_KEY": "your-api-key-here"
      }
    }
  }
}

Debugging

{
  "mcpServers": {
    "ynab-mcp": {
      "command": "uv",
      "args": ["--directory", "/path/to/ynab-mcp", "run", "@modelcontextprotocol/inspector", "ynab-mcp"],
      "env": {
        "YNAB_API_KEY": "your-api-key-here"
      },
      "disabled": false,
      "autoApprove": []
    }
  }
}