chrisguidry/you-need-an-mcp
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An MCP server providing LLMs access to a YNAB budget.
This Model Context Protocol (MCP) server is designed to facilitate seamless interaction between Large Language Models (LLMs) and the YNAB (You Need A Budget) financial management platform. By leveraging the MCP server, users can programmatically access and manage their YNAB budgets, accounts, and categories, enabling automated financial analysis and reporting. The server acts as a bridge, translating requests from LLMs into actionable queries that interact with the YNAB API. This integration allows for enhanced financial oversight and decision-making, as users can retrieve budgetary data, account details, and category information with ease. The server supports pagination for handling large datasets and ensures secure access through the use of personal access tokens. With this setup, users can streamline their financial management processes, making it easier to track spending, set financial goals, and maintain budgetary discipline.
Features
- Seamless integration with YNAB for budget management
- Supports pagination for handling large datasets
- Secure access through personal access tokens
- Automated financial analysis and reporting
- Enhanced financial oversight and decision-making
Usages
local integration stdio
python mcp.run(transport='stdio') # Tools defined via @mcp.tool() decorator
local integration subprocess
python command='uv', args=['run', 'server.py'] # Launch using virtual environment
remote integration sse
python mcp.run(transport='sse', host="0.0.0.0", port=8000) # Specify SSE endpoint
remote integration streamable http
yaml paths: /mcp: post: x-ms-agentic-protocol: mcp-streamable-1.0 # Copilot Studio integration
development framework fastmcp
python from mcp.server import FastMCP app = FastMCP('demo') @app.tool() async def query(): ...
Tools
list_budgets
Returns all your YNAB budgets
list_accounts
Returns accounts with pagination and filtering
list_categories
Returns categories with pagination and filtering
list_category_groups
Returns category groups with totals