you-need-an-mcp

chrisguidry/you-need-an-mcp

3.3

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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

  1. list_budgets

    Returns all your YNAB budgets

  2. list_accounts

    Returns accounts with pagination and filtering

  3. list_categories

    Returns categories with pagination and filtering

  4. list_category_groups

    Returns category groups with totals