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mcp-ynab
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# YNAB MCP Server An MCP server that connects AI assistants to your [YNAB](https://www.ynab.com/) budget. Ask your budget questions YNAB can't answer. **[mcp-ynab.com](https://mcp-ynab.com)** — Full setup guide, troubleshooting, and more. ## Features - **30+ tools** — budgets, accounts, transactions, categories, payees, months, scheduled transactions, and analytics - **Delta sync** — only fetches what changed since the last call (uses YNAB's server knowledge) - **4-tier caching** — TTL cache, delta sync, retry with backoff, SQLite persistence - **Search & analytics** — text search across transactions, per-category spending breakdowns, Sankey flow data - **Bulk operations** — create or update multiple transactions in a single call - **Dollar amounts** — accepts dollars in parameters, converts to YNAB milliunits internally ## Quick Start ``` uv tool run mcp-ynab ``` Requires a [YNAB personal access token](https://app.ynab.com/settings/developer) set as `YNAB_API_KEY`. ## Configuration ### Claude Desktop / ChatGPT Add to your config file: ```json { "mcpServers": { "ynab": { "command": "uv", "args": ["tool", "run", "mcp-ynab"], "env": { "YNAB_API_KEY": "your-api-key-here" } } } } ``` ### Claude Code ```bash claude mcp add-json ynab --scope user '{"type":"stdio","command":"uv","args":["tool","run","mcp-ynab"],"env":{"YNAB_API_KEY":"your-api-key-here"}}' ``` See [mcp-ynab.com](https://mcp-ynab.com) for config file locations and troubleshooting. ## Available Tools | Group | Tools | |-------|-------| | **User** | `get_user` | | **Plans** | `list_plans`, `get_plan`, `get_plan_settings` | | **Accounts** | `list_accounts`, `get_account`, `create_account` | | **Categories** | `list_categories`, `get_category`, `create_category`, `update_category`, `create_category_group`, `update_category_group`, `get_category_for_month`, `update_category_for_month` | | **Payees** | `list_payees`, `get_payee`, `update_payee` | | **Payee Locations** | `list_payee_locations`, `get_payee_location`, `get_payee_locations_by_payee` | | **Months** | `list_months`, `get_month` | | **Money Movements** | `list_money_movements`, `get_money_movements_for_month`, `list_money_movement_groups`, `get_money_movement_groups_for_month` | | **Transactions** | `list_transactions`, `get_transaction`, `get_transactions_by_account`, `get_transactions_by_category`, `get_transactions_by_month`, `get_transactions_by_payee`, `search_transactions`, `create_transaction`, `create_transactions`, `update_transaction`, `update_transactions`, `delete_transaction`, `import_transactions` | | **Scheduled** | `list_scheduled_transactions`, `get_scheduled_transaction`, `create_scheduled_transaction`, `update_scheduled_transaction`, `delete_scheduled_transaction` | | **Analytics** | `get_money_flow`, `get_spending_by_category` | ### Field selection Every tool that returns a model accepts an optional `exclude_fields` list. By default each tool returns a sensible subset of fields to keep token usage low. See [FIELDS.md](./FIELDS.md) for per-model defaults and override examples. ## Development ```bash # Install dependencies uv sync # Run tests uv run pytest # Run server standalone uv run python -m src.server ``` Requires `YNAB_API_KEY` in `.env.local` for running the server. ## License [AGPL-3.0](LICENSE)
