YNAB MCP
Description
# YNAB MCP Server 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. ## MCP Client Configuration ### Basic Configuration Add this to your MCP client's…
About
# YNAB MCP Server 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. ## MCP Client Configuration ### Basic Configuration Add this to your MCP client's configuration (e.g…
Details
- Author
- EthanKang1
- Downloads
- 327
- Categories
- Productivity, Finance, Other
Jump to
- Retrieve authenticated user information (GetUser).
- List all accessible budgets with IDs and names (ListBudgets).
- Get detailed budget info, including transactions and balances (GetBudget).
- Fetch all categories defined in a budget (GetBudgetCategories).
- Retrieve budget settings like currency and date formats (GetBudgetSettings).
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 MCPCommand (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
Add a configuration entry to your MCP client’s settings (e.g., cline_mcp_settings.json) using the command uvx with arguments ["run", "ynab-mcp"] and the environment variable YNAB_API_KEY. For advanced setups, you can run from a specific directory using uv. Debugging is supported via the MCP Inspector.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"ynab mcp": {
"ynab-mcp": {
"command": "uvx",
"args": [
"run",
"ynab-mcp"
],
"env": {
"YNAB_API_KEY": "your-api-key-here"
}
}
}
}
}McpServers
{
"ynab-mcp": {
"command": "uvx",
"args": [
"run",
"ynab-mcp"
],
"env": {
"YNAB_API_KEY": "your-api-key-here"
}
}
}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.
Add this to your MCP client's configuration (e.g.cline_mcp_settings.jsonfor Claude Desktop):
{ "mcpServers": { "ynab-mcp": { "command": "uvx", "args": ["run", "ynab-mcp"], "env": { "YNAB_API_KEY": "your-api-key-here" } } } }
If you're running from a specific directory:
{ "mcpServers": { "ynab-mcp": { "command": "uv", "args": ["--directory", "/path/to/ynab-mcp", "run", "ynab-mcp"], "env": { "YNAB_API_KEY": "your-api-key-here" } } } }
npm install -g @modelcontextprotocol/inspector
- Update your configuration to use the inspector with uv:
{ "mcpServers": { "ynab-mcp": { "command": "uv", "args": ["--directory", "/path/to/ynab-mcp", "run", "@modelcontextprotocol/inspector", "ynab-mcp"], "env": { "YNAB_API_KEY": "your-api-key-here" }, "disabled": false, "autoApprove": [] } } }
- Real-time logs of tool calls and responses
- Request/response inspection
- Tool schema validation
- Interactive testing interface
Retrieves information about the authenticated YNAB user, including user ID and email.
Lists all budgets accessible to the authenticated user, including budget IDs and names.
Retrieves detailed information about a specific budget, including transactions, categories, and balances. Supports optional date filtering and transaction limiting.
Note: Monetary amounts are returned in milliunits (e.g., 1000 = $1.00)
Retrieves all categories defined in the specified budget, including category groups, names, and IDs.
Retrieves settings for the specified budget, including currency format, date format, and other preferences.
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