ynab-mcp-server
View on GitHubModel Context Protocol for YNAB (you need a budget)
TypeScript MCP server that exposes the YNAB budget API as tools, so Claude and other MCP clients can read plans, query spending, and create or update transactions. Runs locally over stdio or as a remote Cloudflare Worker custom connector with GitHub sign-in.
Use Cases
Let an AI assistant read and modify a YNAB budget planQuery account balances, categories, payees and month summaries via chatCreate, update, approve or delete YNAB transactions conversationallyRun spending-by-category and by-payee reports over a date rangeAnalyze monthly cash flow and income vs spendingMove budgeted money between categories to cover overspendingAuto-assign Ready to Assign funds to underfunded goal categoriesBulk-approve unapproved transactions in one callPreview AI category suggestions for uncategorized transactions (dry run)Deploy a remote MCP connector reachable from claude.ai and mobileRestrict MCP write access with read-only modeTrigger bank transaction imports from linked institutions
Built With
- Language
- TypeScript
- Frameworks
- Model Context Protocol SDK · @modelcontextprotocol/server · @modelcontextprotocol/inspector · Cloudflare Workers · Wrangler · Cloudflare Workers OAuth Provider · Vitest · Zod · TypeScript · Node.js
Tags
mcp · model-context-protocol · ynab · budgeting · personal-finance · typescript · cloudflare-workers · stdio · remote-mcp · oauth · claude-connector · transactions · finance-api · read-only-mode · category-suggestions