MCP Servers

YNAB MCP Server

Enables interaction with You Need A Budget (YNAB) through their API, allowing users to manage budgets, accounts, categories, transactions, payees, and scheduled transactions through natural language.

README

YNAB MCP Server

MCP (Model Context Protocol) server for the YNAB (You Need A Budget) API.

Installation

Via npx (recommended)

No installation required. Configure your Claude client to use npx directly (see below).

Via npm (global)

npm install -g ynab-mcp-server

From source

git clone https://github.com/jeangnc/ynab-mcp-server.git
cd ynab-mcp-server
make install
make build

Configuration

First, set your YNAB API token in your shell profile (~/.zshrc or ~/.bashrc):

export YNAB_API_TOKEN="your-token-here"

Claude Code

claude mcp add ynab --scope user --env YNAB_API_TOKEN='${YNAB_API_TOKEN}' -- npx -y ynab-mcp-server

Claude Desktop

Add to ~/.config/claude/claude_desktop_config.json (Linux) or ~/Library/Application Support/Claude/claude_desktop_config.json (macOS):

{
  "mcpServers": {
    "ynab": {
      "command": "npx",
      "args": ["-y", "ynab-mcp-server"],
      "env": {
        "YNAB_API_TOKEN": "${YNAB_API_TOKEN}"
      }
    }
  }
}

Manual usage

YNAB_API_TOKEN=$YNAB_API_TOKEN npx ynab-mcp-server

Available Tools

Tool	Description
`list_budgets`	Get all budgets for the authenticated user
`get_budget`	Get detailed budget information
`list_accounts`	List all accounts in a budget
`get_account`	Get specific account details
`list_categories`	Get categories grouped by category group
`get_category`	Get single category details
`list_transactions`	Get transactions with optional filters
`get_transaction`	Get single transaction details
`list_payees`	Get all payees
`list_scheduled_transactions`	Get recurring transactions
`list_months`	Get budget month summaries
`get_month`	Get detailed month with category balances

Makefile Commands

make install  # Install dependencies
make build    # Compile TypeScript
make run      # Run compiled server
make dev      # Run TypeScript directly
make clean    # Remove build artifacts

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