This MCP server implementation provides access to YNAB (You Need A Budget) functionality through the Model Context Protocol. Developed by klauern, it integrates with the YNAB API to offer features such as viewing account balances, creating transactions, and accessing YNAB data through standardized MCP resources. The server is designed to work with Claude Desktop, Goose, and other MCP-supported environments, offering easy installation and configuration options. It's particularly useful for AI assistants and applications that need to interact with personal finance data, enabling tasks like budget analysis, expense tracking, and financial planning within the MCP ecosystem.
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Highlight AIDiscover available YNAB operations without live API access.
Run a short Python snippet against the live YNAB API.
Health check the server.
Inspect server preferences.
Update preferences such as mutation or escape-hatch settings.
Store a YNAB API key in the OS keychain.
Remove the stored YNAB API key.
Cache a preferred budget ID for default-targeted calls.
List all budgets in markdown.
List accounts in a budget, grouped by type with summary.
Return a single account's current balance in dollars.
Retrieve recent transactions for an account; optional 'since_date'.
Filter for uncategorized / unapproved transactions.
Retrieve all categories in a budget grouped by category group.
Create a new transaction in YNAB.
Assign a category to an existing transaction.
Cache a budget's category list locally.
