Claude Desktop
Desktop · Freemium · Proprietary
Anthropic's official Claude AI desktop application. Supports MCP servers to extend functionality.
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Ynab MCP Server
calebl/ynab-mcp-server
A YNAB budget management MCP server built on mcp-framework, providing tools to interact with YNAB budgets, supporting budget queries, transaction management and more.
Install
Client configuration
{
"mcpServers": {
"ynab": {
"command": "node",
"args": [
"/absolute/path/to/ynab-mcp-server/dist/index.js"
],
"env": {
"YNAB_API_TOKEN": "<YNAB_API_TOKEN>",
"YNAB_PLAN_ID": "<YNAB_PLAN_ID>"
}
}
}
}Environment variables
YNAB_API_TOKENYNAB_PLAN_ID- GitHub stars
- 1
- Author
- @calebl
- Category
- Finance, Developer Tools
- Updated
- Oct 6, 2026
About Ynab MCP Server
In order to have an AI interact with this tool, you will need to get your Personal Access Token from YNAB: https://api.ynab.com/#personal-access-tokens. When adding this MCP server to any client, you will need to provide your personal access token as YNAB_API_TOKEN. This token is never directly sent to the LLM. It is stored privately in an environment variable for use with the YNAB api.
A Model Context Protocol (MCP) server for interacting with your YNAB plans at https://ynab.com
Tools (23)
ynab_list_plans
Every plan on the account.
ynab_plan_summary
A month at a glance: income, budgeted, activity, Ready to Assign, plus categories split into overspent, underfunded (goal not yet met) and positive_balance.
ynab_list_accounts
Accounts with balances. includeClosedAccounts to see closed ones.
ynab_list_categories
Categories grouped by category group, with goal info.
ynab_list_payees
Payees, for resolving payee IDs.
ynab_list_months
Every plan month with its summary numbers.
ynab_list_scheduled_transactions
Scheduled/recurring transactions.
ynab_get_transactions
Transactions filtered by sinceDate, accountId, categoryId, payeeId, type (all/uncategorized/unapproved) and limit (default 100).
ynab_get_unapproved_transactions
Unapproved transactions, optionally from sinceDate onward.
ynab_suggest_categories
Opt-in, read-only category previews for unapproved, uncategorized ordinary outflows.
ynab_spending_by_category
Total spend per category over a date range, biggest first, with share of total.
ynab_spending_by_payee
The same, grouped by merchant.
ynab_cash_flow
Income vs spending per month with the running net, from YNAB's own monthly totals.
ynab_create_transaction
Creates a transaction.
ynab_update_transaction
Updates any subset of an existing transaction's fields, or splits an unsplit one with subtransactions.
ynab_delete_transaction
Deletes a transaction.
ynab_approve_transaction
Approves (or un-approves) one transaction.
ynab_bulk_approve_transactions
Approves an array of transaction IDs in one API call.
ynab_apply_category_suggestions
Applies up to 25 explicit category suggestions with refetch and stale-data checks, dry-run support, and a pre-write undo manifest.
ynab_update_category_budget
Sets the total budgeted amount for a category in a month.
ynab_import_transactions
Triggers an import from linked institutions, the same as hitting Import in the YNAB app.
ynab_move_money
Moves budgeted money between two categories in a month, for covering overspending.
ynab_auto_assign
Spreads Ready to Assign over categories with unmet monthly goals, largest shortfall first. dryRun to preview, maxTotal to cap it.
Details on this page are taken from the project's README. Open README
Supported clients
Clients mentioned in this server's README:
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