YNAB

- YNAB_API_TOKEN (required)
- YNAB_BUDGET_ID (optional)

The goal of the project is to be able to interact with my YNAB budget via an AI conversation. There are a few primary workflows I want to enable:

- be prompted to select your budget from your available budgets. If you try to use another tool first, this prompt should happen asking you to set your default budget.

- Tools needed: ListBudgets

Check total monthly spending vs total income

Auto-distribute ready to assign funds based on category targets

- ListBudgets - lists available budgets on your account
- BudgetSummary - provides a summary of categories that are underfunded and accounts that are low
- GetUnapprovedTransactions - retrieve all unapproved transactions
- CreateTransaction - creates a transaction for a specified budget and account.

- example prompt:Add a transaction to my Ally account for $3.98 I spent at REI today
- requires GetBudget to be called first so we know the account id

- requires a transaction ID to approve
- can be used in conjunction with GetUnapprovedTransactions to approve pending transactions
- After calling get unapproved transactions, prompt:approve the transaction for $6.95 on the Apple Card

- be able to approve multiple transactions with 1 call
- updateCategory tool - or updateTransaction more general tool if I can get optional parameters to work correctly with zod & mcp framework
- move off of mcp framework to use the model context protocol sdk directly?

# Install dependencies npm install # Build the project npm run build

ynab-mcp-server/ ├── src/ │ ├── tools/ # MCP Tools │ └── index.ts # Server entry point ├── .cursor/ │ └── rules/ # Cursor AI rules for code generation ├── package.json └── tsconfig.json

create a new tool based on the readme and this openapi doc: https://api.ynab.com/papi/open_api_spec.yaml The new tool should get the details for a single budget

# Add a new tool mcp add tool my-tool # Example tools you might create: mcp add tool data-processor mcp add tool api-client mcp add tool file-handler

import { MCPTool } from "mcp-framework"; import { z } from "zod"; interface MyToolInput { message: string; } class MyTool extends MCPTool<MyToolInput> { name = "my_tool"; description = "Describes what your tool does"; schema = { message: { type: z.string(), description: "Description of this input parameter", }, }; async execute(input: MyToolInput) { // Your tool logic here return Processed: ${input.message}; } } export default MyTool;

- Ensurenameis unique and follows npm naming conventions
- Set appropriateversion
- Adddescription,author,license, etc.
- Checkbinpoints to the correct entry file

npm run build npm link ynab-mcp-server # Test your CLI locally

Login to npm (create account if necessary):

After publishing, users can add it to their claude desktop client (read below) or run it with npx

npx -y @smithery/cli install @calebl/ynab-mcp-server --client claude

Add this configuration to your Claude Desktop config file:

MacOS:~/Library/Application Support/Claude/claude_desktop_config.jsonWindows:%APPDATA%/Claude/claude_desktop_config.json

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