MCP Ynab Server

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