Finance · Developer Tools

MCP Ynab Server logo

MCP Ynab Server

klauern/mcp-ynab

A Model Context Protocol server for the YNAB (You Need A Budget) API. Lets MCP clients (Claude Desktop, Claude Code, custom agents) read your budgets, accounts, and transactions, and create or recategorize transactions through structured tools.

Install

Environment variables

YNAB_API_KEY
GitHub stars
1
Author
@klauern
Category
Finance, Developer Tools
License
MIT
Updated
Oct 6, 2026

Tools (17)

  • search

    Discover available YNAB operations without live API access

  • execute

    Run a short Python snippet against the live YNAB API

  • ping

    Health check the server

  • get_preferences

    Inspect server preferences

  • set_preference

    Update preferences such as mutation or escape-hatch settings

  • set_api_key

    Store a YNAB API key in the OS keychain

  • clear_api_key

    Remove the stored YNAB API key

  • set_preferred_budget_id

    Cache a preferred budget ID for default-targeted calls

  • get_budgets

    List all budgets in markdown

  • get_accounts

    List accounts in a budget, grouped by type with summary

  • get_account_balance

    Return a single account's current balance in dollars

  • get_transactions

    Recent transactions for an account; optional since_date

  • get_transactions_needing_attention

    Filter for uncategorized / unapproved transactions

  • get_categories

    All categories in a budget grouped by category group

  • create_transaction

    Create a new transaction in YNAB

  • categorize_transaction

    Assign a category to an existing transaction

  • cache_categories

    Cache a budget's category list locally

Details on this page are taken from the project's README. Open README

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