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YNAB MCP Server

YNAB MCP Server

Public
ntdef/ynab-mcp

Model Context Protocol server enabling seamless interaction with YNAB API to manage budgets, accounts, categories, and transactions, including creation, updates, and detailed budget summaries.

python
0 tools
May 30, 2025
Updated Jun 4, 2025

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YNAB MCP Server

A Model Context Protocol (MCP) server for interacting with YNAB (You Need A Budget) via their API.

Features

  • Get budgets, accounts, and categories
  • Get, create and update transactions
  • Create new categories
  • Update budgeted amounts for categories
  • Get budget summaries

Prerequisites

  • Python 3.13 or higher
  • A YNAB account with an API token (Get your token here)
  • UV package manager (optional but recommended)

Installation

  1. Clone this repository

    git clone https://github.com/ntdef/ynab-mcp.git cd ynab-mcp
  2. Create a virtual environment

    uv venv
  3. Activate the virtual environment

    • Windows:
      venv\Scripts\activate
      
    • Unix/MacOS:
      source venv/bin/activate
      
  4. Install dependencies using UV

    # python -m pip install uv uv sync
  5. Copy .env.example to .env and add your YNAB API token

    cp .env.example .env # Edit .env with your favorite editor

Usage

Running the server

uv run ynab-mcp

The server will start in stdio mode, so you won't see any output.

Available tools

The YNAB MCP Server provides the following tools:

Budget management

  • get_budgets: Retrieve all budgets for the authenticated user
  • get_budget_summary: Get a summary of the budget, optionally for a specific month

Account management

  • get_accounts: Retrieve all accounts for a specific budget

Category management

  • get_categories: Retrieve all categories for a specific budget
  • create_category: Create a new category in the specified budget group
  • update_category_budgeted: Update the budgeted amount for a category in a specific month

Transaction management

  • get_transactions: Retrieve transactions for a specific budget, optionally filtered by date, account, or category
  • create_transaction: Create a new transaction in the specified budget
  • update_transaction: Update one or more fields of a specific transaction

Development

Running tests

uv run pytest

Code style

This project uses Black and isort for code formatting. To format your code:

uv run isort src tests uv run black src tests

License

MIT License

Acknowledgements

  • Some of the code was written with the assistance of aider
  • YNAB API Documentation
  • fastmcp by Anthropic
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