calebl_ynab-mcp-server
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The ynab-mcp-server is designed for enabling AI-powered interactions with YNAB budget management via the MCP framework. It focuses on automating budget management tasks such as tracking and adding transactions, verifying expenses, and funding distribution among different categories.
ynab-mcp-server
A Model Context Protocol (MCP) server built with mcp-framework for interacting with YNAB budgets. Key features include managing overspent categories, adding transactions, approving transactions, and checking spending versus income. Users must provide a personal access token to interact with the YNAB API. The project supports tool development with tools like ListBudgets and CreateTransaction and can be used with Claude Desktop or other MCP clients.
Setup
- Specify environment variables.
- YNAP_API_TOKEN is required.
Workflows:
- First time setup: Select budgets.
- Manage overspent categories.
- Add and approve transactions.
- Check spending vs income.
- Auto-distribute funds.