ynab
npxStandardThe YNAB MCP server connects to the YNAB API to manage budgets. It provides tools for querying budget data, updating transactions, and adjusting budget allocations. Developers use it to build AI agents that handle personal finance tasks, such as tracking expenses and optimizing savings.
67280Updated 2 months ago
Overview
The YNAB MCP server connects to the YNAB API to manage budgets. It provides tools for querying budget data, updating transactions, and adjusting budget allocations. Developers use it to build AI agents that handle personal finance tasks, such as tracking expenses and optimizing savings.
Installation
1Install the package
npx
npx -y ynab-mcp-server2Add to Claude
Add this configuration to your claude_desktop_config.json:
claude_desktop_config.json
{
"mcpServers": {
"calebl-ynab-mcp-server-github": {
"command": "npx",
"args": [
"-y",
"npx -y ynab-mcp-server"
]
}
}
}3Verify installation
Restart Claude Desktop, then ask:
"What tools do you have available from ynab?"
Prerequisites
- Node.js 18 or higher
- npm or npx available
- Claude Desktop or Claude API access
- API key for ynab
Configuration
API Key Required
This server requires an API key from ynab. Add it to your environment or config.
| Variable | Required | Description |
|---|---|---|
| YNAB_API_KEY | Yes | Your ynab API key |
Usage Examples
List Resources
"What resources are available in ynab?"
Claude will query available resources and return a list of what you can access.
Get Details
"Show me details about [specific item] in ynab"
Claude will fetch and display detailed information about the requested item.
Create New
"Create a new [item] in ynab with [details]"
Claude will use the appropriate tool to create the resource and confirm success.
Works with ynab
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