How do I install ynab-server?

Run npx @jean.gnc/ynab-mcp-server, then add the server to your MCP client's configuration.

Is ynab-server safe to use with an AI agent?

Its trust score is 39 out of 100 (low). It passes 1 of the 2 static security checks run so far; the failures are listed above. It has no ConduID identity yet, so agent calls to it are not receipted.

Is ynab-server still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.

About ynab-server

ynab-server is an MCP server published by git+jeangnc in the Developer Tools category: mCP server for YNAB API.

Install

npx @jean.gnc/ynab-mcp-server

Claude Code

claude mcp add ynab-mcp-server-gitjeang -- npx -y @jean.gnc/ynab-mcp-server

npx

npx -y @jean.gnc/ynab-mcp-server

This 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 (12)

get_accountGet detailed information about a specific account.

Parameters not published.

get_budgetGet detailed information about a specific budget including accounts, categories, and settings.

Parameters not published.

get_categoryGet detailed information about a specific category including current month data.

Parameters not published.

get_monthGet detailed budget information for a specific month including all category balances.

Parameters not published.

get_transactionGet detailed information about a specific transaction.

Parameters not published.

list_accountsGet all accounts for a budget. Returns account names, types, balances, and status.

Parameters not published.

list_budgetsGet all budgets for the authenticated user. Returns budget names, IDs, and last modified dates.

Parameters not published.

list_categoriesGet all categories for a budget, grouped by category group. Includes budgeted amounts and activity.

Parameters not published.

list_monthsGet all budget months. Returns month summaries with income, budgeted, and activity totals.

Parameters not published.

list_payeesGet all payees for a budget.

Parameters not published.

list_scheduled_transactionsGet all scheduled/recurring transactions for a budget.

Parameters not published.

list_transactionsGet transactions for a budget. Supports filtering by date, type, category, payee, and account.

Parameters not published.

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README

YNAB MCP Server

Talk to your finances.

What is this?

YNAB (You Need A Budget) is a popular budgeting app that helps you gain control of your money. This MCP server connects AI assistants to your YNAB data, giving you conversational access to:

Your budgets and accounts
Transaction history and patterns
Category balances and spending insights
Scheduled and recurring transactions
Creating and managing transactions
Updating category budgets
Creating accounts

Installation

Via npx (recommended)

No installation required. Configure your Claude client to use npx directly (see below).

Via npm (global)

npm install -g ynab-mcp-server

From source

git clone https://github.com/jeangnc/ynab-mcp-server.git
cd ynab-mcp-server
make install
make build

Configuration

First, set your YNAB API token in your shell profile (~/.zshrc or ~/.bashrc):

export YNAB_API_TOKEN="your-token-here"

Claude Code

claude mcp add ynab --scope user --env YNAB_API_TOKEN='${YNAB_API_TOKEN}' -- npx -y ynab-mcp-server

Claude Desktop

Add to ~/.config/claude/claude_desktop_config.json (Linux) or ~/Library/Application Support/Claude/claude_desktop_config.json (macOS):

{
  "mcpServers": {
    "ynab": {
      "command": "npx",
      "args": ["-y", "ynab-mcp-server"],
      "env": {
        "YNAB_API_TOKEN": "${YNAB_API_TOKEN}"
      }
    }
  }
}

Manual usage

YNAB_API_TOKEN=$YNAB_API_TOKEN npx ynab-mcp-server

Available Tools

Read Tools

Tool	Description
`list_budgets`	Get all budgets for the authenticated user. Returns budget names, IDs, and last modified dates.
`get_budget`	Get detailed information about a specific budget including accounts, categories, and settings.
`list_accounts`	Get all accounts for a budget. Returns account names, types, balances, and status.
`get_account`	Get detailed information about a specific account.
`list_categories`	Get all categories for a budget, grouped by category group. Includes budgeted amounts and activity.
`get_category`	Get detailed information about a specific category including current month data.
`list_transactions`	Get transactions for a budget. Supports filtering by date, type, category, payee, and account.
`get_transaction`	Get detailed information about a specific transaction.
`list_payees`	Get all payees for a budget.
`list_scheduled_transactions`	Get all scheduled/recurring transactions for a budget.
`list_months`	Get all budget months. Returns month summaries with income, budgeted, and activity totals.
`get_month`	Get detailed budget information for a specific month including all category balances.

Write Tools

Tool	Description
`create_transaction`	Create a new transaction. Amount should be negative for expenses and positive for income.
`update_transaction`	Update an existing transaction. Only provide the fields you want to change.
`delete_transaction`	Delete an existing transaction.
`update_category_budget`	Update the budgeted amount for a category in a specific month.
`create_account`	Create a new account in the budget.
`get_scheduled_transaction`	Get detailed information about a specific scheduled transaction.
`create_scheduled_transaction`	Create a new scheduled/recurring transaction. Date must be in the future (max 5 years).
`update_scheduled_transaction`	Update an existing scheduled transaction. Only provide fields you want to change.
`delete_scheduled_transaction`	Delete an existing scheduled transaction.
`update_payee`	Update a payee's name. The name must be a maximum of 500 characters.

History Tools

Tool	Description
`list_history`	List recent write operations with their IDs for undo. Operations are listed in reverse chronological order (newest first).
`get_history_entry`	Get detailed information about a specific history entry including before/after state.
`undo_operation`	Revert a previous write operation by its history entry ID.

History & Undo

The server tracks all write operations (transactions, scheduled transactions, category budgets, payees, and accounts) and allows you to undo them.

How it works

All write operations are automatically recorded to ~/.ynab-mcp-history.json
History persists across server restarts
Up to 100 operations are retained (oldest are automatically removed)
Use list_history to see recent operations and their IDs
Use undo_operation with an entry ID to revert a change

Supported undo operations

Operation	Undo Action
Create transaction	Deletes the created transaction
Update transaction	Restores to previous state
Delete transaction	Recreates the transaction (new ID)
Create scheduled transaction	Deletes the created scheduled transaction
Update scheduled transaction	Restores to previous state
Delete scheduled transaction	Recreates the scheduled transaction (new ID)
Update category budget	Restores previous budgeted amount
Update payee	Restores previous name
Create account	Cannot be undone (YNAB API limitation)

Limitations

Account creation cannot be undone: The YNAB API does not support deleting accounts
Recreated transactions get new IDs: When undoing a delete, the transaction is recreated with a new ID
External changes: If data is modified outside the MCP server, undo may fail or produce unexpected results
Old history entries: Very old entries may reference entities that no longer exist

Makefile Commands

make install  # Install dependencies
make build    # Compile TypeScript
make run      # Run compiled server
make dev      # Run TypeScript directly
make clean    # Remove build artifacts

Read full README

README copy captured when this server was indexed; it may lag the repository. The original is authoritative.

About ynab-server

Install

Tools (12)

Ask AI

Security checks

README

YNAB MCP Server

What is this?

Installation

Via npx (recommended)

Via npm (global)

From source

Configuration

Claude Code

Claude Desktop

Manual usage

Available Tools

Read Tools

Write Tools

History Tools

History & Undo

How it works

Supported undo operations

Limitations

Makefile Commands

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