Ynab Mcpb
by dizzlkheinzcommunityv0.26.10
7
4
The YNAB MCP Server connects YNAB to AI assistants, allowing users to manage their budgets using plain English commands. It supports various financial tasks such as receipt itemization, bank reconciliation, and transaction creation.
From the registry: MCP server for YNAB (You Need A Budget) — budgets, accounts, transactions, categories
Install & configure
Prerequisites
- required
- requiredYNAB Personal Access TokenGenerate token at YNAB Web App > Account Settings > Developer Settings > New Tokenhttps://app.youneedabudget.com
Install in your client
Paste into the AI you're chatting with — it will figure out the rest
Please install the `ynab-mcpb` MCP server into my current AI client (that's you).
Required prerequisites (do these first if not already done):
- **Node.js 18+** — Node.js 18 or later required (https://nodejs.org)
- **YNAB Personal Access Token** — Generate token at YNAB Web App > Account Settings > Developer Settings > New Token (https://app.youneedabudget.com)
Canonical MCP server config (stdio transport):
- command: `npx`
- args: ["-y","@dizzlkheinz/ynab-mcpb@latest"]
- required environment variables:
- `YNAB_ACCESS_TOKEN`: YNAB personal access token (example: `<your-ynab-personal-access-token>`)
Note: 28 tools for YNAB budget management: transactions, accounts, categories, payees, months. Supports receipt itemization and bank reconciliation.
Add this MCP server to my current client's config in the correct format for you. If you need secrets or credentials I haven't provided, ASK me — do not invent values or leave raw placeholders. After adding it, tell me how to verify the server is connected.Note: 28 tools for YNAB budget management: transactions, accounts, categories, payees, months. Supports receipt itemization and bank reconciliation.
Tools (28)
list_budgets
Lists all budgets.
get_budget
Retrieves a specific budget.
get_default_budget
Gets the default budget.
set_default_budget
Sets a budget as the default.
list_accounts
Lists all accounts.
get_account
Retrieves a specific account.
create_account
Creates a new account.
list_transactions
Lists all transactions.
get_transaction
Retrieves a specific transaction.
create_transaction
Creates a new transaction.
create_transactions
Creates multiple transactions.
update_transaction
Updates a specific transaction.
update_transactions
Updates multiple transactions.
delete_transaction
Deletes a specific transaction.
export_transactions
Environment variables
YNAB_ACCESS_TOKENrequiredYour YNAB personal access token.Prerequisites
- • Node.js 18+
Packages
@dizzlkheinz/ynab-mcpb
npmv0.26.10transport: stdio
Details
- Language
- TypeScript
- License
- AGPL-3.0
- Released
- May 23, 2026
- Last commit
- May 10, 2026
- Registry name
- io.github.dizzlkheinz/ynab-mcpb
Categories
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