ynab-mcp-server MCP server
ynab-mcp-server MCP server
A Model Context Protocol (MCP) server built with mcp-framework. This MCP provides tools for interacting with your YNAB budgets setup at https://ynab.com
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Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| ynab_list_plans | Every plan on the account. Run this first to find a plan ID. |
| ynab_plan_summary | A month at a glance: income, budgeted, activity, Ready to Assign, plus categories split into overspent, underfunded (goal not yet met) and positive_balance. Hid |
| ynab_list_accounts | Accounts with balances. includeClosedAccounts to see closed ones. |
| ynab_list_categories | Categories grouped by category group, with goal info. |
| ynab_list_payees | Payees, for resolving payee IDs. |
| ynab_list_months | Every plan month with its summary numbers. |
| ynab_list_scheduled_transactions | Scheduled/recurring transactions. |
| ynab_get_transactions | Transactions filtered by sinceDate, accountId, categoryId, payeeId, type (all/uncategorized/unapproved) and limit (default 100). |
| ynab_get_unapproved_transactions | Unapproved transactions, optionally from sinceDate onward. |
| ynab_suggest_categories | Opt-in, read-only category previews for unapproved, uncategorized ordinary outflows. Deleted and categorized rows are dropped in default mode; approved, reconci |
| ynab_spending_by_category | Total spend per category over a date range, biggest first, with share of total. Defaults to the last 30 days. |
| ynab_spending_by_payee | The same, grouped by merchant. |
| ynab_cash_flow | Income vs spending per month with the running net, from YNAB's own monthly totals. Defaults to the last 6 months. |
| ynab_create_transaction | Creates a transaction. Needs date, amount, an account (accountId or accountName) and a payee (payeeId or payeeName); category optional as categoryId or category |
| ynab_update_transaction | Updates any subset of an existing transaction's fields, or splits an unsplit one with subtransactions. |
| ynab_delete_transaction | Deletes a transaction. Not undoable. |
| ynab_approve_transaction | Approves (or un-approves) one transaction. |
| ynab_bulk_approve_transactions | Approves an array of transaction IDs in one API call. |
| ynab_apply_category_suggestions | Applies up to 25 explicit category suggestions with refetch and stale-data checks, dry-run support, and a pre-write undo manifest. Never auto-applies or approve |
| ynab_update_category_budget | Sets the total budgeted amount for a category in a month. Not an increment. |
| ynab_import_transactions | Triggers an import from linked institutions, the same as hitting Import in the YNAB app. |
| ynab_move_money | Moves budgeted money between two categories in a month, for covering overspending. |
| ynab_auto_assign | Spreads Ready to Assign over categories with unmet monthly goals, largest shortfall first. dryRun to preview, maxTotal to cap it. |
{
"mcpServers": {
"ynab": {
"command": "node",
"args": [
"/absolute/path/to/ynab-mcp-server/dist/index.js"
],
"env": {
"YNAB_API_TOKEN": "YOUR_YNAB_API_TOKEN",
"YNAB_PLAN_ID": "your-plan-id"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
| Variable | Description | Required |
|---|---|---|
| YNAB_API_TOKEN | Declared in the maintainer’s client configuration. | Check documentation |
| YNAB_PLAN_ID | Declared in the maintainer’s client configuration. | Optional |
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