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 AIList all budgets in markdown
List accounts in a budget, grouped by type with summary
Return a single account's current balance in dollars
Recent transactions for an account; optional `since_date`
Filter for uncategorized / unapproved transactions
All categories in a budget grouped by category group
Create a new transaction in YNAB
Assign a category to an existing transaction
Cache a preferred budget ID for default-targeted tools
Cache a budget's category list locally
