MCP Ynab

This is a TypeScript-based MCP server project that connects MCP clients such as Cursor with YNAB (You Need A Budget) accounts, enabling direct access to and operation of personal financial data from the editor. The project provides various tools, including listing budgets, accounts, categories, and transactions, and supports reading and writing financial data through the YNAB API.

Finance Developer tools #Financial tool #API connection #MCP protocol #Budget management Local .TypeScript

rating : 2.5 points

downloads : 18

update time : 2025-04-29

What is MCP YNAB Server?

This is a bridge service that connects your favorite code editor (such as Cursor) with YNAB financial data. Through it, you can directly query and manage financial information such as budgets, accounts, and transactions in the editor.

How to use MCP YNAB Server?

Simply configure your YNAB API key, and the server will run in the background, allowing you to query financial data through natural language commands.

Use cases

Suitable for developers and technical users who want to quickly access financial data in a programming environment or get budget suggestions through an AI assistant.

Main features

Budget listView information about all your YNAB budgets

Account managementQuery the account list and balance information

Category trackingGet detailed usage information of budget categories

Transaction operationsView historical transactions and create new transactions

Advantages and limitations

Advantages

Access financial data without leaving the editor

Seamless integration with the Cursor AI assistant

Support all major YNAB functions

Open source and customizable

Limitations

Requires technical knowledge for initial setup

Depends on the rate limit of the YNAB API

Currently only supports TypeScript implementation

How to use

Get the YNAB API key

Create a personal access token in the YNAB developer settings

Configure Cursor

Edit Cursor's MCP configuration file and add the YNAB server configuration

Start the service

Restart Cursor to load the configuration and automatically start the server

Start using

Use natural language commands in Cursor to query financial data

Usage examples

Quick budget checkQuickly check the remaining budget of a certain category while coding

Transaction recordRecord a new transaction directly in the editor

Frequently Asked Questions

Do I need to pay to use this service?

Is my financial data secure?

Which editors are supported?

Related resources

YNAB official API documentation

Complete YNAB API reference documentation

GitHub repository

Project source code and issue tracking

MCP protocol description

Technical specification of the Model Context Protocol

🚀 MCP Budget Assistant Server 💰

Welcome to the MCP server for YNAB (TypeScript version)! 🎉 This project allows you to connect Cursor (or other MCP clients) to your You Need A Budget (YNAB) account, enabling you to interact with your financial data directly from your editor.

🚀 Quick Start

Prerequisites

This server requires a TypeScript implementation based on the Model Context Protocol (MCP) and serves as a bridge to the official YNAB API.

Installation

Clone the repository:

# If you haven't cloned it yet
git clone https://github.com/Bulletninja/mcp-ynab
cd mcp-ynab

Install dependencies:
```
npm install
```
Configure the YNAB API token:
- Add your YNAB API token to the config.json file:
```
{
  "ynabToken": "your_ynab_api_token_here"
}
```
Start the server:
```
npm start
```

Usage

Enable the MCP server in Cursor

Open the config.json file.

Add the following configuration:

{
  "mcpServers": [
    {
      "name": "YNAB",
      "executablePath": "dist/server.js"
    }
  ]
}

Start Cursor, and the server will run in the background.

Call tools

Enter the following command in the terminal to call a tool:

node dist/server.js [tool name]
For example:
node dist/server.js list-budgets

✨ Features

This server provides the following tools, each with detailed documentation:

listBudgets: List your available budgets.
listAccounts: List accounts within a specified budget.
getAccountBalance: Get the current balance of a specific account.
listCategories: List categories within a specified budget.
getCategoryInfo: Get detailed information about a specific category for a particular month.
getBudgetSummary: Provide a budget summary (income, budgeted amount, activity) for a specific month.
listTransactions: List budget transactions with filtering options (by account, category, date, etc.).
createTransaction: Create a new transaction or entry in the budget.

Check the README.md for each tool for detailed information, including parameters, output, and usage context.

📚 Documentation

What is this? 🤔 (Purpose)

This is a TypeScript implementation based on the Model Context Protocol (MCP), serving as a bridge to the official YNAB API. The goal is to provide standardized tools for MCP-compatible environments to read and write YNAB data from AI assistants (such as Cursor) to help you manage your finances.