ynab_mcp

# YNAB MCP Server An MCP (Model Context Protocol) server that enables Claude to interact with your YNAB budget through natural conversation. ## Features - **Read your budget**: View budget summary, accounts, categories, transactions, payees - **Create transactions**: Add new transactions with smart payee matching - **Create scheduled transactions**: Set up recurring transactions - **Delete transactions**: Remove transactions (with confirmation) - **Human-friendly inputs**: Use category/account/payee names (not IDs), dollar amounts, flexible dates ## Setup ### 1. Get Your YNAB API Token 1. Go to [YNAB](https://app.ynab.com) → Account Settings → Developer Settings 2. Create a new Personal Access Token 3. Copy the token ### 2. Install Dependencies ```bash npm install npm run build ``` ### 3. Configure Claude Code Add to `~/.claude/mcp_servers.json`: ```json { "ynab": { "command": "node", "args": ["/path/to/ynab-mcp/dist/index.js"], "env": { "YNAB_API_TOKEN": "your-token-here" } } } ``` Replace `/path/to/ynab-mcp` with the actual path to this directory. ## Available Tools ### Read Tools | Tool | Description | |------|-------------| | `get_budget_summary` | Overview: ready to assign, budgeted, activity, account balances | | `get_accounts` | List all accounts with balances | | `get_categories` | All categories with budgeted/spent/available amounts | | `get_category` | Details for a specific category by name | | `get_transactions` | Recent transactions with optional filters | | `get_payees` | List all payees | | `get_monthly_budget` | Budget summary for a specific month | ### Write Tools | Tool | Description | |------|-------------| | `create_transaction` | Add a new transaction with smart payee matching | | `create_scheduled_transaction` | Create a recurring transaction | ### Delete Tools | Tool | Description | |------|-------------| | `delete_transaction` | Permanently delete a transaction by ID | ## Usage Examples **Check your budget:** > "What's my budget looking like?" **View spending:** > "How much have I spent on groceries this month?" **Add a transaction:** > "I spent $45 at Whole Foods for groceries" **Check account balances:** > "What are my account balances?" ## Smart Features ### Payee Matching - Fuzzy matches existing payees ("Amazon" finds "Amazon.com") - Asks for clarification when multiple matches exist - Confirms before creating new payees ### Flexible Dates - "today", "yesterday", "tomorrow" - YYYY-MM-DD format ### Dollar Amounts - Enter amounts in dollars (e.g., -50.00) - Negative = spending, Positive = income - Automatically converted to YNAB's milliunits ## Environment Variables | Variable | Required | Description | |----------|----------|-------------| | `YNAB_API_TOKEN` | Yes | Your YNAB Personal Access Token | | `YNAB_BUDGET_ID` | No | Override auto-detected budget | ## Rate Limits YNAB API allows 200 requests per hour. The server caches accounts, categories, and payees to minimize API calls. ## License ISC