dgalarza/ynab-mcp-dgalarza
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MCP server for YNAB (You Need A Budget) integration, enabling AI assistants to help manage your budget.
Tools
Functions exposed to the LLM to take actions
health_check
Check server health and YNAB API connectivity
get_accounts
Get all accounts for a budget
get_category
Get a single category with full details including goal information
get_categories
Get all categories for a budget (lightweight list)
get_budget_summary
Get budget summary for a specific month
update_category
Update category properties (name, note, group, or goal target)
update_category_budget
Update the budgeted amount for a category in a specific month
move_category_funds
Move funds from one category to another
get_transaction
Get a single transaction with full details including subtransactions
get_transactions
Get transactions with pagination and filtering (date range, account, category, limit, page)
search_transactions
Search transactions by text in payee name or memo
create_transaction
Create a new transaction
update_transaction
Update an existing transaction (cannot add/modify splits on existing transactions)
get_unapproved_transactions
Get all unapproved transactions that need review
create_split_transaction
Create a new transaction split across multiple categories
prepare_split_for_matching
Split an existing imported transaction by creating a matching split for manual reconciliation in YNAB UI
get_scheduled_transactions
List all scheduled transactions
create_scheduled_transaction
Create future/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
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client