YNAB

MCP server for working with your YNAB budget

python

1

GitHub Stars

python

Language

6 months ago

First Indexed

2 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "dgalarza-ynab-mcp-dgalarza": {
      "command": "uv",
      "args": [
        "run",
        "python",
        "-m",
        "ynab_mcp"
      ],
      "env": {
        "LOG_LEVEL": "INFO",
        "YNAB_ACCESS_TOKEN": "YOUR_TOKEN"
      }
    }
  }
}

Available tools

health_check

Check server health and YNAB API connectivity

get_accounts

Retrieve all accounts for a budget

get_category

Fetch a single category with full details including any goal information

get_categories

List all categories for a budget (lightweight)

get_budget_summary

Get budget summary for a specific month

update_category

Update category properties such as name, note, group, or goal target

update_category_budget

Update the budgeted amount for a category in a given month

move_category_funds

Move funds between categories

get_transaction

Get a single transaction with full details including subtransactions

get_transactions

Fetch transactions with pagination and filtering (date range, account, category, limit, page)

search_transactions

Search transactions by text in payee or memo

create_transaction

Create a new transaction

update_transaction

Update an existing transaction (splits cannot be added or modified via API)

get_unapproved_transactions

List all unapproved transactions awaiting review

create_split_transaction

Create a new split transaction across multiple categories

prepare_split_for_matching

Prepare a split for matching by creating an unapproved split transaction in YNAB UI

get_scheduled_transactions

List all scheduled transactions

create_scheduled_transaction

Create future or recurring transactions

delete_scheduled_transaction

Delete scheduled transactions

get_category_spending_summary

Get spending summary with optional terminal graph visualization

compare_spending_by_year

Year-over-year spending comparison with optional graph