MCP Servers

ynab-mcp

An MCP server that exposes the full YNAB API, allowing LLMs to read and manage budgets, accounts, and transactions through natural language. It features 49 specialized tools for comprehensive financial management, including category updates, money movements, and transaction tracking.

README

ynab-mcp

An MCP (Model Context Protocol) server that exposes the full YNAB API, allowing LLMs to read and manage your budget through natural language.

Requirements

Node.js 20+
A YNAB Personal Access Token

Installation

npm install -g ynab-mcp

Or install from source:

git clone https://github.com/justmytwospence/ynab-mcp.git
cd ynab-mcp
npm install
npm run build
npm install -g .

Configuration

Set your YNAB API token as an environment variable:

export YNAB_API_TOKEN="your-token-here"

Generate a token at YNAB > Account Settings > Developer Settings.

Claude Code

claude mcp add ynab-mcp ynab-mcp -e YNAB_API_TOKEN=your-token-here

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "ynab-mcp": {
      "command": "ynab-mcp",
      "env": {
        "YNAB_API_TOKEN": "your-token-here"
      }
    }
  }
}

Tools

49 tools covering the full YNAB API. All monetary amounts use YNAB's milliunits format (e.g., $12.34 = 12340).

User

Tool	Description
`get_user`	Get authenticated user info

Budgets

Tool	Description
`list_budgets`	List all budgets with optional account info
`get_budget`	Get a budget's full detail including all entities
`get_budget_settings`	Get date and currency format settings

Accounts

Tool	Description
`list_accounts`	List all accounts with balances and types
`get_account`	Get details for a single account
`create_account`	Create a new account

Tool	Description
`list_categories`	List all categories grouped by category group
`get_category`	Get details for a single category
`create_category`	Create a new category
`update_category`	Update a category's name, note, or goal
`get_month_category`	Get a category's budget for a specific month
`update_month_category`	Update budgeted amount for a category in a month
`create_category_group`	Create a new category group
`update_category_group`	Update a category group's name

Transactions

Tool	Description
`list_transactions`	List transactions with optional filters
`get_transaction`	Get details for a single transaction
`create_transaction`	Create a new transaction
`create_transactions`	Batch create multiple transactions
`update_transaction`	Update an existing transaction
`update_transactions`	Bulk update multiple transactions
`delete_transaction`	Delete a transaction
`import_transactions`	Import from linked financial institutions
`list_account_transactions`	List transactions for a specific account
`list_category_transactions`	List transactions for a specific category
`list_payee_transactions`	List transactions for a specific payee
`list_month_transactions`	List transactions for a specific month

Scheduled Transactions

Tool	Description
`list_scheduled_transactions`	List all scheduled/recurring transactions
`get_scheduled_transaction`	Get details for a scheduled transaction
`create_scheduled_transaction`	Create a new scheduled transaction
`update_scheduled_transaction`	Update a scheduled transaction
`delete_scheduled_transaction`	Delete a scheduled transaction

Payees

Tool	Description
`list_payees`	List all payees
`get_payee`	Get details for a single payee
`update_payee`	Update a payee's name

Payee Locations

Tool	Description
`list_payee_locations`	List all payee GPS locations
`get_payee_location`	Get a single payee location
`get_payee_locations_for_payee`	Get all locations for a specific payee

Months

Tool	Description
`list_months`	List all budget months with summaries
`get_month`	Get detailed month info with category balances

Money Movements

Tool	Description
`list_money_movements`	List all money movements
`get_month_money_movements`	Get money movements for a specific month
`list_money_movement_groups`	List all money movement groups
`get_month_money_movement_groups`	Get money movement groups for a specific month

Workflows

Tool	Description
`merge_category`	Merge a source category into a target, moving all transactions and budgeted amounts

Development

npm run dev    # Watch mode with tsx
npm run build  # Compile TypeScript
npm start      # Run compiled server

License

MIT

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