EthanKang1/ynab-mcp
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A Model Context Protocol (MCP) server for interacting with YNAB (You Need A Budget). Provides tools for accessing budget data through MCP-enabled clients like Claude Desktop.
YNAB MCP Server
A Model Context Protocol (MCP) server for interacting with YNAB (You Need A Budget). Provides tools for accessing budget data through MCP-enabled clients like Claude Desktop.
MCP Client Configuration
Basic Configuration
Add this to your MCP client's configuration (e.g. cline_mcp_settings.json for Claude Desktop):
{
"mcpServers": {
"ynab-mcp": {
"command": "uvx",
"args": ["run", "ynab-mcp"],
"env": {
"YNAB_API_KEY": "your-api-key-here"
}
}
}
}
Advanced Configuration
If you're running from a specific directory:
{
"mcpServers": {
"ynab-mcp": {
"command": "uv",
"args": ["--directory", "/path/to/ynab-mcp", "run", "ynab-mcp"],
"env": {
"YNAB_API_KEY": "your-api-key-here"
}
}
}
}
Debugging
To debug with the MCP Inspector:
- Install the inspector:
npm install -g @modelcontextprotocol/inspector
- Update your configuration to use the inspector with uv:
{
"mcpServers": {
"ynab-mcp": {
"command": "uv",
"args": ["--directory", "/path/to/ynab-mcp", "run", "@modelcontextprotocol/inspector", "ynab-mcp"],
"env": {
"YNAB_API_KEY": "your-api-key-here"
},
"disabled": false,
"autoApprove": []
}
}
}
The inspector provides:
- Real-time logs of tool calls and responses
- Request/response inspection
- Tool schema validation
- Interactive testing interface
Available Tools
GetUser
Retrieves information about the authenticated YNAB user, including user ID and email.
ListBudgets
Lists all budgets accessible to the authenticated user, including budget IDs and names.
GetBudget
Retrieves detailed information about a specific budget, including transactions, categories, and balances. Supports optional date filtering and transaction limiting.
Note: Monetary amounts are returned in milliunits (e.g., 1000 = $1.00)
GetBudgetCategories
Retrieves all categories defined in the specified budget, including category groups, names, and IDs.
GetBudgetSettings
Retrieves settings for the specified budget, including currency format, date format, and other preferences.
