Skip to main content
Glama
deenesjakoruzh

MCP YNAB Server

by Meh-S-Eze
GitHub
Python
OverviewInspectNewSchemaRelated ServersReviewsScore
Need Help?View Source CodeReport Issue

MCP YNAB Server

An MCP server implementation that provides access to YNAB (You Need A Budget) functionality through the Model Context Protocol.

Features

  • View account balances and transactions
  • Create new transactions
  • Access YNAB data through standardized MCP resources

Installation

uv pip install -e .

Configuration

The server requires a YNAB API key to function. You can obtain one from your YNAB Developer Settings.

The API key can be provided through:

  1. Environment variable: YNAB_API_KEY=your_api_key
  2. MCP secret management system
  3. .env file in project root

Usage

Running the Server

# Development mode with hot reload and browser launch task dev # Production install for Claude Desktop, Goose, or any other MCP-supported environment task install

Available Resources

  • ynab://accounts - List all YNAB accounts
  • ynab://transactions/{account_id} - Get recent transactions for a specific account

Available Tools

  • create_transaction - Create a new transaction
  • get_account_balance - Get the current balance of an account

Example Usage

# Create a new transaction result = await create_transaction( account_id="your_account_id", amount=42.50, # in dollars payee_name="Coffee Shop", category_name="Dining Out", memo="Morning coffee" ) # Get account balance balance = await get_account_balance("your_account_id") # List accounts accounts = await ctx.read_resource("ynab://accounts") # Get recent transactions transactions = await ctx.read_resource(f"ynab://transactions/{account_id}")

Development

# Install dependencies (uses uv) task deps # Run all tests including integration tests (you will need a YNAB API key for this) task test:all # Generate coverage report task coverage # Format and lint code task fmt # Should add this to Taskfile

Project Tasks

This project uses a Taskfile for common operations. Key commands:

task dev # Start dev server with auto-reload task test # Run unit tests task coverage # Generate test coverage report task install # Install production build task deps # Synchronize dependencies

See Taskfile.yml for all available tasks.

Install Server
A
security – no known vulnerabilities
F
license - not found
A
quality - confirmed to work

How are these scores calculated?

remote-capable server

The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.

Tools

View all tools

Provides access to YNAB (You Need A Budget) functionality through the Model Context Protocol, allowing users to view account balances, access transaction data, and create new transactions.

  1. Features
    1. Installation
      1. Configuration
        1. Usage
          1. Running the Server
          2. Available Resources
          3. Available Tools
        2. Example Usage
          1. Development
            1. Project Tasks

              Related MCP Servers

              • MCP YNAB Server

                klauern
                A
                security
                F
                license
                A
                quality
                An MCP server that allows users to interact with YNAB data, enabling access to account balances, transactions, and the creation of new transactions through the Model Context Protocol.
                Last updated -
                10
                4
                Python

              • YNAB MCP Server

                calebl
                A
                security
                A
                license
                A
                quality
                A Model Context Protocol server that enables AI-powered interaction with YNAB (You Need A Budget) data, allowing users to query their budgets through conversational interfaces.
                Last updated -
                1
                10
                21
                TypeScript
                MIT License
                • Apple

              • ynab-mcp

                EthanKang1
                -
                security
                A
                license
                -
                quality
                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.
                Last updated -
                1
                Python
                MIT License

              • YNAB MCP

                mattweg
                -
                security
                F
                license
                -
                quality
                A Model Context Protocol server that enables Claude Code to interact with You Need A Budget (YNAB) accounts, providing API access for budget management, transaction tracking, and financial insights through OAuth authentication.
                Last updated -
                9
                JavaScript

              View all related MCP servers

              New MCP Servers

              MCP directory API

              We provide all the information about MCP servers via our MCP API.

              curl -X GET 'https://glama.ai/api/mcp/v1/servers/Meh-S-Eze/ynab-mcp-client2'

              If you have feedback or need assistance with the MCP directory API, please join our Discord server