YNAB MCP Server
About
Integrate AI assistants with your You Need A Budget (YNAB) account for budget automation and analysis.
Details
- Author
- jtewen
- Downloads
- 246
- Categories
- Productivity, Other, Finance
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Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
YNAB MCP ServerCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
{
"mcpServers": {
"ynab-mcp": {
"command": "uvx",
"args": [
"ynab-mcp-server"
],
"env": {
"YNAB_PAT": "your_token_here"
}
}
}
}
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"ynab mcp server": {
"ynab-mcp": {
"command": "uvx",
"args": [
"ynab-mcp-server"
],
"env": {
"YNAB_PAT": "your_token_here"
}
}
}
}
}McpServers
{
"ynab-mcp": {
"command": "uvx",
"args": [
"ynab-mcp-server"
],
"env": {
"YNAB_PAT": "your_token_here"
}
}
}Integrate AI assistants with your You Need A Budget (YNAB) account for budget automation and analysis.
A Model Context Protocol (MCP) server for seamless integration with You Need A Budget (YNAB). This server enables AI assistants to interact with your YNAB budgets, providing powerful automation and analysis capabilities.
{ "mcpServers": { "ynab-mcp": { "command": "uvx", "args": ["ynab-mcp-server"], "env": { "YNAB_PAT": "your_token_here", } } } }
"env": { "YNAB_DEFAULT_BUDGET_ID": "your_budget_id", "YNAB_READ_ONLY": "true" }
- View and manage multiple budgets
- Track account balances and transactions
- Monitor category spending and goals
- List and search transactions
- Update transaction details
- Manage payees and categories
- Get comprehensive financial overviews
- Track spending patterns
- Monitor budget progress
- Installation
- Platform-Specific Setup
- Configuration
- Available Tools
- Usage Examples
- Development
- Contributing
- License
# Run directly (recommended) uvx ynab-mcp-server # Or with specific version uvx ynab-mcp-server@0.1.1
# Clone and run from source git clone https://github.com/yourusername/ynab-mcp-server.git cd ynab-mcp-server uv run ynab-mcp-server
- MacOS:~/Library/Application Support/Claude/claude_desktop_config.json
- Windows:%APPDATA%/Claude/claude_desktop_config.json
- Linux:~/.config/Claude/claude_desktop_config.json
{ "mcpServers": { "ynab-mcp": { "command": "uvx", "args": ["ynab-mcp-server"], "env": { "YNAB_PAT": "your_token_here" } } } }
env: { "YNAB_DEFAULT_BUDGET_ID": "your_budget_id", "YNAB_READ_ONLY": "true" }
- Open Goose settings
- Navigate to the MCP Servers section
- Add a new server with:
- Name:ynab-mcp
- Command:uvx ynab-mcp-server
- Environment Variables:
- YNAB_PAT: your_token_here
For other MCP-compatible platforms, configure using these parameters:
- Server Name:ynab-mcp
- Command:uvx
- Arguments:ynab-mcp-server
- Required Environment Variable:YNAB_PAT
Your server can be configured using environment variables. You can place these in a.envfile in the project root or set them in your shell.
- Go toYNAB Developer Settings
- Create a new Personal Access Token
- Copy the token value
Create a.envfile in your working directory:
YNAB_PAT="your_token_here" YNAB_DEFAULT_BUDGET_ID="your_budget_id" YNAB_READ_ONLY="true"
Or set the environment variable directly:
export YNAB_PAT="your_token_here"
The server provides a suite of tools for interacting with your YNAB data. The descriptions explain the purpose and recommended usage for each tool.
git clone https://github.com/yourusername/ynab-mcp-server.git cd ynab-mcp-server
npx @modelcontextprotocol/inspector uvx ynab-mcp-server
cd path/to/ynab-mcp-server npx @modelcontextprotocol/inspector uv run ynab-mcp-server
tail -n 20 -f ~/Library/Logs/Claude/mcp*.log
# Build package uv build # Publish to PyPI uv publish
Contributions are welcome! Here's how you can help:
- Fork the repository
- Create a feature branch (git checkout -b feature/amazing-feature)
- Commit your changes (git commit -m 'Add amazing feature')
- Push to the branch (git push origin feature/amazing-feature)
- Open a Pull Request
- Follows the existing code style
- Includes appropriate tests
- Updates documentation as needed
This project is licensed under the MIT License - see theLICENSEfile for details.
- YNAB APIfor providing the core functionality
- Model Context Protocolfor enabling AI assistant integration
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