About Swift Ynab MCP
Swift Ynab MCP is an MCP server in the Finance category: mCP server for YNAB (You Need A Budget) - gives AI assistants read/write access to your budgets.
Install
git clone https://github.com/jonathanspiva/swift-ynab-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (11)
get_budget_summaryBudget overview with accounts and category groups
Parameters not published.
get_month_summaryCategory breakdown for a specific month
Parameters not published.
get_transactionFull transaction details by ID
Parameters not published.
get_transactions_by_categoryTransaction history for a specific category
Parameters not published.
get_transactions_by_payeeTransaction history for a specific payee
Parameters not published.
list_accountsList accounts in a budget with balances
Parameters not published.
list_budgetsList all budgets with names, IDs, and currency
Parameters not published.
list_categoriesList category groups and categories with balances
Parameters not published.
list_payeesList all payees in a budget
Parameters not published.
list_recent_transactionsRecent transactions (filterable by account, date range, approval status)
Parameters not published.
list_scheduled_transactionsList upcoming scheduled transactions
Parameters not published.
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