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.
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.
npx -y ynab-mcp-serverAdd this configuration to your claude_desktop_config.json:
{
"mcpServers": {
"calebl-ynab-mcp-server-github": {
"command": "npx",
"args": [
"-y",
"npx -y ynab-mcp-server"
]
}
}
}Restart Claude Desktop, then ask:
"What tools do you have available from ynab?"
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 |
"What resources are available in ynab?"
Claude will query available resources and return a list of what you can access.
"Show me details about [specific item] in ynab"
Claude will fetch and display detailed information about the requested item.
"Create a new [item] in ynab with [details]"
Claude will use the appropriate tool to create the resource and confirm success.
We build custom MCP integrations for B2B companies. From simple connections to complex multi-tool setups.