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. It does not require authentication, so any local process can connect — keep this in mind in shared environments.

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 7 days ago. It has 7 GitHub stars.

io.github.dizzlkheinz/ynab-mcpb

MCP server for YNAB (You Need A Budget) — budgets, accounts, transactions, categories

7 22.1k/wk 28 tools GitHub npm

No known CVEs

No license

Actively maintained

Last commit 7d ago

Works with most clients

Transport: stdio, sse

28 tools · ~2.5k tok

Grade C · 1.3% of 200K ctx

Edit this pageView history

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

Connect YNAB to any AI assistant. Manage your budget in plain English.

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

83/100across 5 weighted dimensions

How we score →

0255075100

−17

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. It does not require authentication, so any local process can connect — keep this in mind in shared environments.
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 7 days ago. It has 7 GitHub stars.

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Community

Discussion

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Has anyone used this with Cursor?How do you handle auth?Any alternatives?

Edit this pageView history

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

Connect YNAB to any AI assistant. Manage your budget in plain English.

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

Connect YNAB to any AI assistant. Manage your budget in plain English.

Demo

_{Paste a receipt → itemized split transaction in seconds}

What you can do

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."

How it works

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

Features

Receipt itemization — Paste a receipt, get an itemized split transaction with tax allocation automatically distributed across line items.
Bank reconciliation (beta) — Import a bank CSV, fuzzy-match against YNAB, detect missing or mismatched transactions, and apply bulk fixes.
28 YNAB tools — Full coverage of budgets, accounts, transactions, categories, payees, months, and utilities.
Delta sync — Fetches only changed data since the last request, keeping things fast.
Markdown or JSON — All read tools support response_format: human-readable markdown tables (default) or structured JSON.
MCP-native — Structured outputs, annotations, completions API, and resource templates.

How reconciliation works

Show workflow diagram

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."

Setup (2 minutes)

1 — Get a YNAB token

Open YNAB Web App
Go to Account Settings → Developer Settings → New Token
Copy it (shown once only)

2 — Install

Claude Desktop — MCPB file (recommended)

Download the latest .mcpb from Releases
Drag it into Claude Desktop
Enter your YNAB_ACCESS_TOKEN when prompted
Restart Claude Desktop

Claude Desktop — npx

Add to your Claude Desktop config:

{
  "mcpServers": {
    "ynab": {
      "command": "npx",
      

... [View full README on GitHub](https://github.com/dizzlkheinz/ynab-mcpb#readme)

Loading README…

Scored, not listed

Why this score

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

Score breakdown

83/100across 5 weighted dimensions

How we score →

0255075100

−17

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. It does not require authentication, so any local process can connect — keep this in mind in shared environments.
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 7 days ago. It has 7 GitHub stars.