josephwalden13/YNAB-MCP

YNAB MCP

Contents

• About
• Screenshots
• Supported Operations
• Installation Instructions
  • Prerequisites
  • Setup
    • 1. Configure YNAB API Token
    • 2. Clone the Repository
    • 3. Build
  • Claude Setup
    • 1. Open the MCP config
    • 2. Add entry for YNAB

About

YNAB MCP is a Model Context Protocol (MCP) server that provides AI assistants access to the YNAB API.

Screenshots

Supported Operations

General

• Read Budget & User info

Transactions

• Create
• Read
• Update
• Delete

Categories

• Read
• Update (Targets & Budgeted)

Payees

• Read

Accounts

• Read

Installation Instructions

Prerequisites

• Python 3.13
  • Tested on 3.13 but will probably work on previous versions
• YNAB Personal Access Token

Setup

1. Configure YNAB API Token

You need to obtain a Personal Access Token from YNAB:

1. Go to YNAB Developer Settings
2. Click "New Token"
3. Copy your Personal Access Token to the environment variable 'YNAB_API_TOKEN'

2. Clone the Repository

git clone https://github.com/josephwalden13/YNAB-MCP.git
cd YNAB-MCP

3. Build

docker compose up -d

Claud Setup

These instructions are for the Anthropic Claud Desktop application. This should work with other MCP clients too.

1. Open the MCP config

Windows

code $env:AppData\Claude\claude_desktop_config.json

Linux / MacOS

code ~/Library/Application\ Support/Claude/claude_desktop_config.json

2. Add entry for YNAB

{
  "mcpServers": {
    "ynab": {
      "command": "docker",
      "args": [
        "attach",
        "ynab"
      ]
    }
  }
}