ynab-mcp

ynab-mcp

0
finance

The YNAB MCP server integrates Claude Code with You Need A Budget, providing tools for budget management and financial insights through an API. It offers advanced category management, includes features like OAuth-based authentication, and supports multiple budgets with performance optimizations.

YNAB MCP

This project is a Docker-based Model Context Protocol (MCP) server enabling integration between Claude Code and You Need A Budget (YNAB). It provides a comprehensive API for managing budgets, tracking transactions, and gaining financial insights. Features include OAuth-based authentication, complete budget and account management, transaction creation and categorization, and advanced category management capabilities which include AI-powered suggestions for budget distribution. The server supports multiple budgets, handles YNAB's rate limits, and includes caching for enhanced performance.

Known Issues

  • "Invalid date" errors with sinceDate parameter in the Transactions API
  • Missing API tools in MCP integration
  • Inconsistent behavior between testing and actual integration

Features

  • OAuth-based authentication with YNAB API
  • Budget and account management
  • Transaction creation and categorization
  • Advanced category management
  • Multiple budget support
  • Rate limit handling
  • Caching for improved performance

Getting Started

Prerequisites

  • Docker
  • Node.js v18+
  • Claude Code CLI
  • YNAB account

Installation

  1. Clone the repository and configure API credentials
  2. Build the Docker image
  3. Register the MCP with Claude Code CLI
  4. Authenticate with your YNAB account

Integration with Claude

Seamless integration with Claude for viewing budgets, transactions, and gaining financial insights.

Security

Secure token storage, OAuth 2.0 authentication, and a read-only mode option.

Implementation Details

Built with Node.js, Docker, MCP SDK, YNAB JavaScript SDK, and OAuth 2.0.