MCP server for YNAB (You Need A Budget) — budgets, accounts, transactions, categories
{
"mcpServers": {
"io-github-dizzlkheinz-ynab-mcpb": {
"command": "<see-readme>",
"args": []
}
}
}No install config available. Check the server's README for setup instructions.
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Connect YNAB to any AI assistant. Manage your budget in plain English.
Is it safe?
No package registry to scan.
No authentication — any process on your machine can connect.
License not specified.
Is it maintained?
Last commit 4 days ago. 3 stars.
Will it work with my client?
Transport: stdio. Works with Claude Desktop, Cursor, Claude Code, and most MCP clients.
Context cost
28 tools. ~2,500 tokens (1.3% of 200K). Consider loading selectively.
No automated test available for this server. Check the GitHub README for setup instructions.
No known vulnerabilities.
list_budgetsList all budgets
get_budgetGet a specific budget
get_default_budgetGet the default budget
set_default_budgetSet the default budget
list_accountsList all accounts
get_accountGet a specific account
create_accountCreate a new account
list_transactionsList transactions
get_transactionGet a specific transaction
create_transactionCreate a single transaction
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| Workflow | Example prompt | |---|---| | Receipt split | "Create a split transaction for this receipt and allocate tax." | | Bank reconciliation | "Reconcile my checking account using this CSV." | | Spending analysis | "What did I spend on takeout this month?" | | Transaction creation | "Create a transaction: $42.18 at Trader Joe's yesterday." | | Month overview | "Show my budget summary for January." |
graph LR
U(You) -->|Plain English| C[Claude Desktop<br/>or any MCP client]
C -->|MCP protocol| S[YNAB MCP Server<br/>28 tools]
S -->|YNAB API| Y[(Your Budget)]
style S fill:#2563EB,color:#fff,stroke:#1d4ed8
style Y fill:#16a34a,color:#fff,stroke:#15803d
style C fill:#7c3aed,color:#fff,stroke:#6d28d9
response_format: human-readable markdown tables (default) or structured JSON.sequenceDiagram
participant You
participant Claude
participant MCP as YNAB MCP Server
participant YNAB
You->>Claude: "Reconcile my checking<br/>with this CSV"
Claude->>MCP: reconcile_account(csv_data)
MCP->>YNAB: Fetch transactions
YNAB-->>MCP: YNAB transactions
MCP->>MCP: Parse CSV<br/>Fuzzy-match payees & dates<br/>Detect missing / mismatched
MCP-->>Claude: Matches + recommendations
Claude->>You: "Found 47 matches, 3 missing.<br/>Apply changes?"
You->>Claude: "Yes"
Claude->>MCP: Apply recommended changes
MCP->>YNAB: Create / update transactions
MCP-->>Claude: Done
Claude->>You: "3 transactions created,<br/>account reconciled."
.mcpb from ReleasesYNAB_ACCESS_TOKEN when promptedAdd to your Claude Desktop config:
{
"mcpServers": {
"ynab": {
"command": "npx",
... [View full README on GitHub](https://github.com/dizzlkheinz/ynab-mcpb#readme)