YNAB-MCP

josephwalden13/YNAB-MCP

3.1

If you are the rightful owner of YNAB-MCP and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to dayong@mcphub.com.

YNAB MCP is a server that integrates the YNAB API with AI assistants using the Model Context Protocol.

YNAB MCP

Contents

About

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

Installation

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

Substitute <my token> for your YNAB Personal Access Token

{
  "mcpServers": {
    "ynab": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "--rm",
        "-e",
        "YNAB_API_TOKEN=<my token>",
        "ghcr.io/josephwalden13/ynab-mcp"
      ]
    }
  }
}
3. Restart Claud

Screenshots

Supported Operations

General
  • Read Budget & User info
Transactions
  • Create
  • Read
  • Update
  • Delete
Categories
  • Read
  • Update (Targets & Budgeted)
Payees
  • Read
Accounts
  • Read

Build Instructions

Prerequisites

  • Docker
  • 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