ynab-mcp
An MCP (Model Context Protocol) server that exposes the full YNAB API, allowing LLMs to read and manage your budget through natural language.
Requirements
Installation
npm install -g ynab-mcp
Or install from source:
git clone https://github.com/justmytwospence/ynab-mcp.git
cd ynab-mcp
npm install
npm run build
npm install -g .
Configuration
Set your YNAB API token as an environment variable:
export YNAB_API_TOKEN="your-token-here"
Generate a token at YNAB > Account Settings > Developer Settings.
Claude Code
claude mcp add ynab-mcp ynab-mcp -e YNAB_API_TOKEN=your-token-here
Claude Desktop
Add to your claude_desktop_config.json:
{
"mcpServers": {
"ynab-mcp": {
"command": "ynab-mcp",
"env": {
"YNAB_API_TOKEN": "your-token-here"
}
}
}
}
Tools
49 tools covering the full YNAB API. All monetary amounts use YNAB's milliunits format (e.g., $12.34 = 12340).
User
| Tool |
Description |
get_user |
Get authenticated user info |
Budgets
| Tool |
Description |
list_budgets |
List all budgets with optional account info |
get_budget |
Get a budget's full detail including all entities |
get_budget_settings |
Get date and currency format settings |
Accounts
| Tool |
Description |
list_accounts |
List all accounts with balances and types |
get_account |
Get details for a single account |
create_account |
Create a new account |
Categories
| Tool |
Description |
list_categories |
List all categories grouped by category group |
get_category |
Get details for a single category |
create_category |
Create a new category |
update_category |
Update a category's name, note, or goal |
get_month_category |
Get a category's budget for a specific month |
update_month_category |
Update budgeted amount for a category in a month |
create_category_group |
Create a new category group |
update_category_group |
Update a category group's name |
Transactions
| Tool |
Description |
list_transactions |
List transactions with optional filters |
get_transaction |
Get details for a single transaction |
create_transaction |
Create a new transaction |
create_transactions |
Batch create multiple transactions |
update_transaction |
Update an existing transaction |
update_transactions |
Bulk update multiple transactions |
delete_transaction |
Delete a transaction |
import_transactions |
Import from linked financial institutions |
list_account_transactions |
List transactions for a specific account |
list_category_transactions |
List transactions for a specific category |
list_payee_transactions |
List transactions for a specific payee |
list_month_transactions |
List transactions for a specific month |
Scheduled Transactions
| Tool |
Description |
list_scheduled_transactions |
List all scheduled/recurring transactions |
get_scheduled_transaction |
Get details for a scheduled transaction |
create_scheduled_transaction |
Create a new scheduled transaction |
update_scheduled_transaction |
Update a scheduled transaction |
delete_scheduled_transaction |
Delete a scheduled transaction |
Payees
| Tool |
Description |
list_payees |
List all payees |
get_payee |
Get details for a single payee |
update_payee |
Update a payee's name |
Payee Locations
| Tool |
Description |
list_payee_locations |
List all payee GPS locations |
get_payee_location |
Get a single payee location |
get_payee_locations_for_payee |
Get all locations for a specific payee |
Months
| Tool |
Description |
list_months |
List all budget months with summaries |
get_month |
Get detailed month info with category balances |
Money Movements
| Tool |
Description |
list_money_movements |
List all money movements |
get_month_money_movements |
Get money movements for a specific month |
list_money_movement_groups |
List all money movement groups |
get_month_money_movement_groups |
Get money movement groups for a specific month |
Workflows
| Tool |
Description |
merge_category |
Merge a source category into a target, moving all transactions and budgeted amounts |
Development
npm run dev # Watch mode with tsx
npm run build # Compile TypeScript
npm start # Run compiled server
License
MIT
