ynab-mcp
A Model Context Protocol (MCP) server for YNAB (You Need A Budget) that allows Claude to interact with your budgets.
Features
| Tool | Description | | --------------------------- | ----------------------------------------------------------------------------- | | list_budgets | List all budgets available to your YNAB account | | list_accounts | List all accounts within a specific budget | | get_transactions | Fetch transactions for an account with optional date filtering | | get_spending_by_category | Get aggregated spending totals by category | | get_categories | Get budget categories with allocated amounts, activity, and remaining balance | | get_category_transactions | Get transactions for a specific category |
Setup
1. Get your YNAB Personal Access Token
- Go to YNAB Developer Settings
- Click "New Token" and copy the generated token
2. Install dependencies
bun install3. Configure Claude Desktop
Edit your Claude Desktop config file:
- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json - Windows:
%APPDATA%\Claude\claude_desktop_config.json
Add the YNAB MCP server:
{
"mcpServers": {
"ynab": {
"command": "bun",
"args": ["/path/to/ynab-mcp/index.ts"],
"env": {
"YNAB_ACCESS_TOKEN": "your-personal-access-token-here"
}
}
}
}4. Restart Claude Desktop
After saving the config, restart Claude Desktop to load the MCP server.
Usage
Once configured, you can ask Claude things like:
- "What budgets do I have in YNAB?"
- "Show me my accounts in my main budget"
- "What transactions have I made in my checking account this month?"
- "How much did I spend on groceries last month?"
- "What are my category balances for December?"
- "Show me all restaurant transactions this year"
Development
Run the server directly for testing:
YNAB_ACCESS_TOKEN=your-token bun index.ts
