{"id":43315918,"url":"https://github.com/dizzlkheinz/ynab-mcpb","last_synced_at":"2026-02-01T22:02:59.261Z","repository":{"id":313839892,"uuid":"1034234746","full_name":"dizzlkheinz/ynab-mcpb","owner":"dizzlkheinz","description":"  MCP server for YNAB. Reconcile bank statements, itemize receipts, manage transactions — all through natural language.","archived":false,"fork":false,"pushed_at":"2025-12-31T04:09:09.000Z","size":4545,"stargazers_count":0,"open_issues_count":0,"forks_count":0,"subscribers_count":0,"default_branch":"master","last_synced_at":"2026-01-13T19:24:32.102Z","etag":null,"topics":["budgeting","mcpb","mcpe-server","ynab"],"latest_commit_sha":null,"homepage":"","language":"TypeScript","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":"other","status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/dizzlkheinz.png","metadata":{"files":{"readme":"README.md","changelog":"CHANGELOG.md","contributing":null,"funding":null,"license":"LICENSE","code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null,"zenodo":null,"notice":null,"maintainers":null,"copyright":null,"agents":"AGENTS.md","dco":null,"cla":null}},"created_at":"2025-08-08T04:25:16.000Z","updated_at":"2025-12-31T04:09:13.000Z","dependencies_parsed_at":"2025-12-31T15:02:28.721Z","dependency_job_id":null,"html_url":"https://github.com/dizzlkheinz/ynab-mcpb","commit_stats":null,"previous_names":["dizzlkheinz/ynab-mcp-dxt","dizzlkheinz/ynab-mcpb"],"tags_count":52,"template":false,"template_full_name":null,"purl":"pkg:github/dizzlkheinz/ynab-mcpb","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/dizzlkheinz%2Fynab-mcpb","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/dizzlkheinz%2Fynab-mcpb/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/dizzlkheinz%2Fynab-mcpb/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/dizzlkheinz%2Fynab-mcpb/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/dizzlkheinz","download_url":"https://codeload.github.com/dizzlkheinz/ynab-mcpb/tar.gz/refs/heads/master","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/dizzlkheinz%2Fynab-mcpb/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":28992655,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-02-01T22:01:47.507Z","status":"ssl_error","status_checked_at":"2026-02-01T21:58:37.335Z","response_time":56,"last_error":"SSL_connect returned=1 errno=0 peeraddr=140.82.121.5:443 state=error: unexpected eof while reading","robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":false,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":["budgeting","mcpb","mcpe-server","ynab"],"created_at":"2026-02-01T22:02:58.028Z","updated_at":"2026-02-01T22:02:59.254Z","avatar_url":"https://github.com/dizzlkheinz.png","language":"TypeScript","funding_links":[],"categories":["Productivity"],"sub_categories":[],"readme":"# YNAB MCP Server\n\n[![Download MCPB](https://img.shields.io/badge/Download-MCPB-blue?logo=github)](https://github.com/dizzlkheinz/ynab-mcpb/releases/latest)\n[![npm](https://img.shields.io/npm/v/@dizzlkheinz/ynab-mcpb.svg)](https://www.npmjs.com/package/@dizzlkheinz/ynab-mcpb)\n[![License: AGPL v3](https://img.shields.io/badge/License-AGPL_v3-blue.svg)](LICENSE)\n\nConnect your YNAB budget to Claude Desktop (or any MCP client) and manage your finances with natural language.\n\n### Highlights\n\n**Receipt Itemization** — Paste a receipt, get split transactions with tax allocated across items. No more manual entry for Costco runs.\n\n**Bank Reconciliation** _(beta)_ — Import a CSV from your bank, fuzzy-match against YNAB, find discrepancies. Presets for TD, RBC, Scotiabank, Wealthsimple, Tangerine. _This is the most ambitious feature—it works well but has rough edges. [Bug reports welcome!](https://github.com/dizzlkheinz/ynab-mcpb/issues)_\n\n**Everything Else** — Check balances, create transactions, analyze spending, adjust budgets. Just ask.\n\n## Quick Start\n\n### Step 1: Get Your YNAB Access Token\n\n1. Log in to [YNAB Web App](https://app.youneedabudget.com)\n2. Go to **Account Settings** → **Developer Settings**\n3. Click **New Token**\n4. Give it a name (e.g., \"MCP Server\")\n5. Copy the token (you'll only see it once!)\n\n### Step 2: Install in Your MCP Client\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003eClaude Desktop\u003c/b\u003e (Recommended)\u003c/summary\u003e\n\n#### Option A: Download the Extension\n\n1. Download the latest `.mcpb` file from [Releases](https://github.com/dizzlkheinz/ynab-mcpb/releases/latest)\n2. Drag and drop it into Claude Desktop\n3. Paste your YNAB Access Token when prompted\n4. Restart Claude Desktop\n\n#### Option B: Use npx\n\nAdd this to your Claude Desktop MCP settings file:\n\n```json\n{\n  \"mcpServers\": {\n    \"ynab\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@dizzlkheinz/ynab-mcpb@latest\"],\n      \"env\": {\n        \"YNAB_ACCESS_TOKEN\": \"your-token-here\"\n      }\n    }\n  }\n}\n```\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003eCline (VS Code Extension)\u003c/b\u003e\u003c/summary\u003e\n\nAdd this to your Cline MCP settings:\n\n```json\n{\n  \"mcpServers\": {\n    \"ynab\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@dizzlkheinz/ynab-mcpb@latest\"],\n      \"env\": {\n        \"YNAB_ACCESS_TOKEN\": \"your-token-here\"\n      }\n    }\n  }\n}\n```\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003eCodex\u003c/b\u003e\u003c/summary\u003e\n\nAdd this to your configuration file:\n\n```toml\n[mcp_servers.ynab-mcpb]\ncommand = \"npx\"\nargs = [\"-y\", \"@dizzlkheinz/ynab-mcpb@latest\"]\nenv = {\"YNAB_ACCESS_TOKEN\" = \"your-token-here\"}\nstartup_timeout_sec = 120\n```\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003eOther MCP Clients\u003c/b\u003e\u003c/summary\u003e\n\nFor any MCP-compatible client, configure the server with:\n\n**Command:** `npx`\n**Arguments:** `[\"-y\", \"@dizzlkheinz/ynab-mcpb@latest\"]`\n**Environment Variables:**\n\n- `YNAB_ACCESS_TOKEN`: Your YNAB Personal Access Token\n\n\u003c/details\u003e\n\n### Step 3: Start Using It\n\nAsk your AI assistant questions like:\n\n- \"What's my checking account balance?\"\n- \"How much have I spent on dining out this month?\"\n- \"List my recent transactions\"\n- \"Set my groceries budget to $500\"\n\nThat's it! You're ready to manage your budget with AI.\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003eOptional Configuration\u003c/b\u003e\u003c/summary\u003e\n\n- `YNAB_EXPORT_PATH` — Directory for exported files (default: Downloads)\n\nSee `.env.example` for caching and output options.\n\n\u003c/details\u003e\n\n## Available Tools\n\n29 tools for budgets, accounts, transactions, categories, payees, and analysis. Just ask in natural language.\n\nFor the complete list, see the [API Reference](docs/reference/API.md).\n\n## Need Help?\n\n[API Reference](docs/reference/API.md) · [Issues](https://github.com/dizzlkheinz/ynab-mcpb/issues)\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003eFor Developers\u003c/b\u003e\u003c/summary\u003e\n\n```bash\ngit clone https://github.com/dizzlkheinz/ynab-mcpb.git \u0026\u0026 cd ynab-mcpb\nnpm install\ncp .env.example .env  # add your YNAB_ACCESS_TOKEN\nnpm run build \u0026\u0026 npm test\n```\n\nSee `CLAUDE.md` for architecture details.\n\n\u003c/details\u003e\n\n## Contributing\n\n**Bug reports are especially valuable** — particularly for the reconciliation tool. If your bank's CSV doesn't parse right or matching behaves unexpectedly, [open an issue](https://github.com/dizzlkheinz/ynab-mcpb/issues) with sample data (anonymized) and I'll fix it.\n\nPRs welcome too. See `CLAUDE.md` for architecture.\n\n## License\n\n[AGPL-3.0](LICENSE) — Free to use; derivative works must be open source.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fdizzlkheinz%2Fynab-mcpb","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fdizzlkheinz%2Fynab-mcpb","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fdizzlkheinz%2Fynab-mcpb/lists"}