calebl_ynab-mcp-server

calebl_ynab-mcp-server

3.1

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

A Model Context Protocol (MCP) server for interacting with YNAB budgets.

The ynab-mcp-server is a Model Context Protocol server built using the mcp-framework, designed to facilitate interaction with YNAB budgets through AI conversations. Users need to obtain a Personal Access Token from YNAB to use this server, which is stored securely in an environment variable. The server allows users to manage their budgets by selecting a default budget, managing overspent categories, adding and approving transactions, checking monthly spending against income, and auto-distributing funds. The server is structured to support easy tool addition and development, leveraging the YNAB SDK and open API specifications.

Features

  • Secure Token Storage: Personal Access Token is stored in an environment variable, ensuring privacy.
  • Budget Management: Allows users to select and manage their YNAB budgets through AI.
  • Tool Development: Supports easy addition of new tools using the CLI and YNAB API.
  • Workflow Automation: Automates workflows like transaction approval and fund distribution.
  • Cross-Platform Usage: Compatible with different platforms, including Claude Desktop.

Related MCP Servers

View all finance servers →