Is io.github.dizzlkheinz/ynab-mcpb safe to use?

io.github.dizzlkheinz/ynab-mcpb has no known CVEs as of the latest MCPpedia security scan. Authentication requirements were not detected automatically - check the project's documentation before connecting in a shared environment. Licensed under AGPL-3.0.

How do I install io.github.dizzlkheinz/ynab-mcpb?

io.github.dizzlkheinz/ynab-mcpb supports copy-paste install configs on its MCPpedia page for Claude Desktop, Cursor, and Claude Code. Scroll to the Quick Install section and select your client.

What can io.github.dizzlkheinz/ynab-mcpb do?

io.github.dizzlkheinz/ynab-mcpb provides 28 tools: list_budgets, get_budget, get_default_budget, set_default_budget, list_accounts and 23 more. See the full tools list on the server page for descriptions and parameters.

What AI clients work with io.github.dizzlkheinz/ynab-mcpb?

io.github.dizzlkheinz/ynab-mcpb is compatible with claude-desktop, cursor, claude-code. It uses stdio and sse transport.

Is io.github.dizzlkheinz/ynab-mcpb actively maintained?

io.github.dizzlkheinz/ynab-mcpb is actively maintained - last commit was 3 days ago. It has 9 GitHub stars.

io.github.dizzlkheinz/ynab-mcpb

Local-first YNAB MCP for reconciliation, receipt splitting, safe cleanup, and spending analysis

9 22.5k/wk 28 tools GitHub npm

No known CVEs

AGPL-3.0 license

Actively maintained

Last commit 3d ago

Works with most clients

Transport: stdio, sse

28 tools · ~2.5k tok

Grade C · 1.3% of 200K ctx

MCPpedia last refreshed this data 30m ago

Edit this pageView history

io.github.dizzlkheinz/ynab-mcpb is an MCP server that local-first YNAB MCP for reconciliation, receipt splitting, safe cleanup, and spending analysis. Its tool list has not been published yet over stdio and sse, requires no API key, and scores 84/100 on MCPpedia's security, maintenance and efficiency rubric.

Finance

Step 1

Install in your client

Config is the same across clients - only the file and path differ.

Supported in Claude Desktopstdio, sse · Node 18+

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "ynab": {
      "env": {
        "YNAB_ACCESS_TOKEN": "your-token-here"
      },
      "args": [
        "-y",
        "@dizzlkheinz/ynab-mcpb@latest"
      ],
      "command": "npx"
    }
  }
}

Are you the author?

Add this badge to your README to show your security score and help users find safe servers.

Embed in your READMEAbout badges →

[![MCPpedia Score](https://mcppedia.org/api/badge/io-github-dizzlkheinz-ynab-mcpb)](https://mcppedia.org/s/io-github-dizzlkheinz-ynab-mcpb)

Read me

What io.github.dizzlkheinz/ynab-mcpb does

Local-first YNAB MCP for reconciliation, receipt splitting, safe cleanup, and spending analysis

Test This Server

Run this in your terminal to verify the server starts. Then let us know if it worked - your result helps other developers.

npx -y 'cp' 2>&1 | head -1 && echo "✓ Server started successfully"

After testing, let us know if it worked:

Loading README…

Scored, not listed

Why this score

Five weighted categories - click any category to see the underlying evidence.

Score breakdown

84/100across 5 weighted dimensions

How we score →

0255075100

−16

Security

Maintenance

Efficiency

Documentation

Compatibility

Categoriesclick a row to see evidence

Security

OSV.dev

No known CVEs.

Checked cp against OSV.dev.

Inventory

Tools (28)

Click any tool to inspect its schema.

~2.5k tokens total

Community

Reviews

Be the first to review

Have you used this server?

Share your experience - it helps other developers decide.

How easy was setup?Did it work reliably?How was the documentation?

Frequently Asked Questions

Is io.github.dizzlkheinz/ynab-mcpb safe to use?: io.github.dizzlkheinz/ynab-mcpb has no known CVEs as of the latest MCPpedia security scan. Authentication requirements were not detected automatically - check the project's documentation before connecting in a shared environment. Licensed under AGPL-3.0.
How do I install io.github.dizzlkheinz/ynab-mcpb?: io.github.dizzlkheinz/ynab-mcpb supports copy-paste install configs on its MCPpedia page for Claude Desktop, Cursor, and Claude Code. Scroll to the Quick Install section and select your client.
What can io.github.dizzlkheinz/ynab-mcpb do?: io.github.dizzlkheinz/ynab-mcpb provides 28 tools: list_budgets, get_budget, get_default_budget, set_default_budget, list_accounts and 23 more. See the full tools list on the server page for descriptions and parameters.
What AI clients work with io.github.dizzlkheinz/ynab-mcpb?: io.github.dizzlkheinz/ynab-mcpb is compatible with claude-desktop, cursor, claude-code. It uses stdio and sse transport.
Is io.github.dizzlkheinz/ynab-mcpb actively maintained?: io.github.dizzlkheinz/ynab-mcpb is actively maintained - last commit was 3 days ago. It has 9 GitHub stars.

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Community

Discussion

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Finance

Step 1

Install in your client

Config is the same across clients - only the file and path differ.

Supported in Claude Desktopstdio, sse · Node 18+

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "ynab": {
      "env": {
        "YNAB_ACCESS_TOKEN": "your-token-here"
      },
      "args": [
        "-y",
        "@dizzlkheinz/ynab-mcpb@latest"
      ],
      "command": "npx"
    }
  }
}

Are you the author?

Add this badge to your README to show your security score and help users find safe servers.

Embed in your READMEAbout badges →

[![MCPpedia Score](https://mcppedia.org/api/badge/io-github-dizzlkheinz-ynab-mcpb)](https://mcppedia.org/s/io-github-dizzlkheinz-ynab-mcpb)

Read me

What io.github.dizzlkheinz/ynab-mcpb does

Local-first YNAB MCP for reconciliation, receipt splitting, safe cleanup, and spending analysis

Test This Server

Run this in your terminal to verify the server starts. Then let us know if it worked - your result helps other developers.

npx -y 'cp' 2>&1 | head -1 && echo "✓ Server started successfully"

After testing, let us know if it worked:

README

YNAB MCP Server

Talk to your YNAB budget from Claude, Codex, Cline or any MCP client.

Pasting a receipt produces an itemized split transaction

_{Paste a receipt → itemized split transaction with tax allocated}

What it does

A local server that gives an AI assistant safe, structured access to your YNAB budget. 35 YNAB tools cover budgets, accounts, transactions, categories, payees, months and scheduled transactions, plus a few workflows YNAB itself doesn't have:

Receipt splitting. Paste or photograph a receipt; get one split transaction with each item in its category and the tax distributed exactly to the cent.
Bank reconciliation. Give it a bank CSV; it matches against YNAB (fuzzy payee, date tolerance, exact amounts), shows what's missing or mismatched, and applies the fixes you approve.
Spending analysis. Deterministic totals by category or payee for any period, and period-over-period comparisons.
Bulk cleanup. Create or update up to 100 transactions at once, including turning a transaction into a split.

Every write is previewed first by default: the assistant sees exactly what will change and must repeat the identical request with a short-lived, single-use token to apply it.

"Split this receipt across groceries and household, with tax."
"Reconcile my checking account against this CSV."
"What did I spend on takeout this month compared to last month?"
"What scheduled bills are due before the 30th?"
"Categorize my uncategorized transactions from last week."

Setup

1. Get a YNAB token. In YNAB go to Account Settings → Developer Settings → New Token, and copy it (it is shown once).

2. Install.

Claude Desktop (MCPB bundle)

Download the latest .mcpb from Releases.
Open it with Claude Desktop (or drag it into Settings → Extensions).
Paste your token when prompted.

Any MCP client via npx (Claude Desktop, Cline, Cursor, ...)

{
  "mcpServers": {
    "ynab": {
      "command": "npx",
      "args": ["-y", "@dizzlkheinz/ynab-mcpb@latest"],
      "env": { "YNAB_ACCESS_TOKEN": "your-token" }
    }
  }
}

Codex

[mcp_servers.ynab]
command = "npx"
args = ["-y", "@dizzlkheinz/ynab-mcpb@latest"]
env = { "YNAB_ACCESS_TOKEN" = "your-token" }
startup_timeout_sec = 120

Claude Code

claude mcp add ynab --env YNAB_ACCESS_TOKEN=your-token -- npx -y @dizzlkheinz/ynab-mcpb@latest

3. Try it: "List my budgets and make my main one the default."

Configuration

Everything except the token is optional.

Variable	Default
`YNAB_ACCESS_TOKEN`	—	Required. Your personal access token.
`YNAB_DEFAULT_BUDGET_ID`	—	Budget used when a tool call omits `budget_id` (the UUID in your YNAB URL). Can also be set in chat with `ynab_set_default_budget`.
`YNAB_MCP_WRITE_MODE`	`preview`	`preview`: every write needs a confirmation token from a preview. `enabled`: w

... View full README on GitHub

Loading README…

Scored, not listed

Why this score

Five weighted categories - click any category to see the underlying evidence.

Score breakdown

84/100across 5 weighted dimensions

How we score →

0255075100

−16

Security

Maintenance

Efficiency

Documentation

Compatibility

Categoriesclick a row to see evidence

Security

OSV.dev

No known CVEs.

Checked cp against OSV.dev.

Inventory

Tools (28)

Click any tool to inspect its schema.

~2.5k tokens total

Community

Reviews

Be the first to review

Have you used this server?

Share your experience - it helps other developers decide.

How easy was setup?Did it work reliably?How was the documentation?

Frequently Asked Questions

Is io.github.dizzlkheinz/ynab-mcpb safe to use?: io.github.dizzlkheinz/ynab-mcpb has no known CVEs as of the latest MCPpedia security scan. Authentication requirements were not detected automatically - check the project's documentation before connecting in a shared environment. Licensed under AGPL-3.0.
How do I install io.github.dizzlkheinz/ynab-mcpb?: io.github.dizzlkheinz/ynab-mcpb supports copy-paste install configs on its MCPpedia page for Claude Desktop, Cursor, and Claude Code. Scroll to the Quick Install section and select your client.
What can io.github.dizzlkheinz/ynab-mcpb do?: io.github.dizzlkheinz/ynab-mcpb provides 28 tools: list_budgets, get_budget, get_default_budget, set_default_budget, list_accounts and 23 more. See the full tools list on the server page for descriptions and parameters.
What AI clients work with io.github.dizzlkheinz/ynab-mcpb?: io.github.dizzlkheinz/ynab-mcpb is compatible with claude-desktop, cursor, claude-code. It uses stdio and sse transport.
Is io.github.dizzlkheinz/ynab-mcpb actively maintained?: io.github.dizzlkheinz/ynab-mcpb is actively maintained - last commit was 3 days ago. It has 9 GitHub stars.