Ynab Mcpb
Connects Claude to your YNAB budget via the official API with 28 tools covering transactions, accounts, categories, payees, and monthly summaries. The standout feature is receipt itemization: paste a receipt and get a split transaction with tax distributed across line items. Also includes bank reconciliation that fuzzy matches CSV imports against existing transactions to catch duplicates or missing entries. Supports delta sync to fetch only changed data, markdown or JSON output formats, and bulk operations for creating or updating multiple transactions at once. Useful if you're already committed to YNAB and want conversational access to budget queries, transaction entry, or spending analysis without opening the app.
- GitHub stars
- 9
- tools
- 35
- auth
- Secret needed
- transport
- STDIO
- env vars
- 3
- last updated
- Nov 8, 2026
Tools
35 toolsPublic tool metadata for what this MCP can expose to an agent.
list_budgetsLists the budgets available in the YNAB account.
Lists the budgets available in the YNAB account.
No parameter schema in public metadata yet.
get_budget
No parameter schema in public metadata yet.
get_default_budget
No parameter schema in public metadata yet.
set_default_budget
No parameter schema in public metadata yet.
list_accounts
No parameter schema in public metadata yet.
get_account
No parameter schema in public metadata yet.
create_account
No parameter schema in public metadata yet.
list_transactions
No parameter schema in public metadata yet.
get_transaction
No parameter schema in public metadata yet.
create_transaction
No parameter schema in public metadata yet.
create_transactions
No parameter schema in public metadata yet.
update_transaction
No parameter schema in public metadata yet.
update_transactions
No parameter schema in public metadata yet.
delete_transaction
No parameter schema in public metadata yet.
export_transactions
No parameter schema in public metadata yet.
compare_transactions
No parameter schema in public metadata yet.
create_receipt_split_transaction
No parameter schema in public metadata yet.
list_categories
No parameter schema in public metadata yet.
get_category
No parameter schema in public metadata yet.
update_category
No parameter schema in public metadata yet.
list_payees
No parameter schema in public metadata yet.
get_payee
No parameter schema in public metadata yet.
list_months
No parameter schema in public metadata yet.
get_month
No parameter schema in public metadata yet.
reconcile_account
No parameter schema in public metadata yet.
list_scheduled_transactions
No parameter schema in public metadata yet.
get_scheduled_transaction
No parameter schema in public metadata yet.
create_scheduled_transaction
No parameter schema in public metadata yet.
update_scheduled_transaction
No parameter schema in public metadata yet.
delete_scheduled_transaction
No parameter schema in public metadata yet.
analyze_spending
No parameter schema in public metadata yet.
compare_spending_periods
No parameter schema in public metadata yet.
get_user
No parameter schema in public metadata yet.
diagnostic_info
No parameter schema in public metadata yet.
clear_cache
No parameter schema in public metadata yet.
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YNAB_ACCESS_TOKEN*secretYNAB Personal Access Token from https://app.ynab.com/settings/developer
YNAB_MCP_WRITE_MODEWrite policy: read-only, preview (default), or enabled
YNAB_MCP_TOOL_PROFILEStatic tool profile: core or full (default)
Readme
YNAB MCP Server
Talk to your YNAB budget from Claude, Codex, Cline or any MCP client.
Paste a receipt → itemized split transaction with tax allocated
What it does
A local server that gives an AI assistant safe, structured access to your YNAB budget. 35 YNAB tools cover budgets, accounts, transactions, categories, payees, months and scheduled transactions, plus a few workflows YNAB itself doesn't have:
Details
- Repository
- github.com/dizzlkheinz/ynab-mcpb
- Package
@dizzlkheinz/ynab-mcpb- Transport
- STDIO
- Auth
- Required
- Registry
- MCP registry, active