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Connects Claude Code (or any MCP client) to your YNAB account for reading budgets, managing transactions, and tracking spending.\n\nBuilt because existing YNAB MCP servers fetch entire transaction histories (8MB+) and time out on real-world budgets with years of data. This server uses proper date filtering and returns only what you need.\n\n---\n\n## Features\n\n- Budget summary with daily allowance calculation\n- List and filter transactions by date, category, payee, or account\n- Create, update, and delete transactions via natural language\n- Move money between categories\n- View scheduled/recurring transactions\n- Proper date filtering — no full history dumps\n\n## Tools\n\n| Tool | Description |\n|------|-------------|\n| `ynab_list_budgets` | List all budgets with IDs |\n| `ynab_budget_summary` | Daily allowance, available by category, overspent categories |\n| `ynab_list_accounts` | All accounts with balances |\n| `ynab_list_categories` | Category groups with current month balances |\n| `ynab_get_month` | Budget details for a specific month |\n| `ynab_list_transactions` | Transactions filtered by date (defaults to current month, max 200) |\n| `ynab_create_transaction` | Create expense or income |\n| `ynab_update_transaction` | Update existing transaction |\n| `ynab_delete_transaction` | Delete a transaction |\n| `ynab_set_category_budget` | Set budgeted amount for a category (move money) |\n| `ynab_list_payees` | List all payees |\n| `ynab_list_scheduled` | Scheduled/recurring transactions |\n\n## Setup\n\n### 1. Get a YNAB Personal Access Token\n\nGo to [YNAB Developer Settings](https://app.ynab.com/settings/developer) and create a Personal Access Token.\n\n### 2. Configure\n\n```bash\ncp .env.example .env\n```\n\nAdd your `YNAB_API_TOKEN` to `.env`.\n\n### 3. Install and run\n\n```bash\nbun install\n```\n\n### 4. Add to Claude Code\n\n```bash\nclaude mcp add ynab --transport stdio -- bun /path/to/ynab-mcp-server/server.ts\n```\n\nOr add to `.mcp.json` in your project:\n\n```json\n{\n  \"mcpServers\": {\n    \"ynab\": {\n      \"command\": \"bun\",\n      \"args\": [\"/path/to/ynab-mcp-server/server.ts\"],\n      \"env\": {\n        \"YNAB_API_TOKEN\": \"your_token_here\"\n      }\n    }\n  }\n}\n```\n\n### 5. Verify\n\nIn Claude Code, run `/mcp` and check that `ynab` shows as connected.\n\n## Usage examples\n\n- \"What's my daily spending allowance?\"\n- \"How much did I spend on groceries this month?\"\n- \"Add 15 euros expense at Lidl for groceries\"\n- \"Move 50 euros from Buffer to Groceries\"\n- \"Show my scheduled transactions\"\n- \"What categories are overspent?\"\n\n## Requirements\n\n- [Bun](https://bun.sh) runtime\n- YNAB account with API access\n\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Frollecode%2Fynab-mcp-server","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Frollecode%2Fynab-mcp-server","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Frollecode%2Fynab-mcp-server/lists"}