https://github.com/dizzlkheinz/ynab-mcpb
MCP server for YNAB. Reconcile bank statements, itemize receipts, manage transactions — all through natural language.
https://github.com/dizzlkheinz/ynab-mcpb
budgeting mcpb mcpe-server ynab
Last synced: 4 months ago
JSON representation
MCP server for YNAB. Reconcile bank statements, itemize receipts, manage transactions — all through natural language.
- Host: GitHub
- URL: https://github.com/dizzlkheinz/ynab-mcpb
- Owner: dizzlkheinz
- License: other
- Created: 2025-08-08T04:25:16.000Z (10 months ago)
- Default Branch: master
- Last Pushed: 2025-12-31T04:09:09.000Z (5 months ago)
- Last Synced: 2026-01-13T19:24:32.102Z (5 months ago)
- Topics: budgeting, mcpb, mcpe-server, ynab
- Language: TypeScript
- Homepage:
- Size: 4.33 MB
- Stars: 0
- Watchers: 0
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- Changelog: CHANGELOG.md
- License: LICENSE
- Agents: AGENTS.md
Awesome Lists containing this project
- awesome-mcpb - YNAB - Budget management with You Need A Budget. (Productivity)
README
# YNAB MCP Server
[](https://github.com/dizzlkheinz/ynab-mcpb/releases/latest)
[](https://www.npmjs.com/package/@dizzlkheinz/ynab-mcpb)
[](LICENSE)
Connect your YNAB budget to Claude Desktop (or any MCP client) and manage your finances with natural language.
### Highlights
**Receipt Itemization** — Paste a receipt, get split transactions with tax allocated across items. No more manual entry for Costco runs.
**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)_
**Everything Else** — Check balances, create transactions, analyze spending, adjust budgets. Just ask.
## Quick Start
### Step 1: Get Your YNAB Access Token
1. Log in to [YNAB Web App](https://app.youneedabudget.com)
2. Go to **Account Settings** → **Developer Settings**
3. Click **New Token**
4. Give it a name (e.g., "MCP Server")
5. Copy the token (you'll only see it once!)
### Step 2: Install in Your MCP Client
Claude Desktop (Recommended)
#### Option A: Download the Extension
1. Download the latest `.mcpb` file from [Releases](https://github.com/dizzlkheinz/ynab-mcpb/releases/latest)
2. Drag and drop it into Claude Desktop
3. Paste your YNAB Access Token when prompted
4. Restart Claude Desktop
#### Option B: Use npx
Add this to your Claude Desktop MCP settings file:
```json
{
"mcpServers": {
"ynab": {
"command": "npx",
"args": ["-y", "@dizzlkheinz/ynab-mcpb@latest"],
"env": {
"YNAB_ACCESS_TOKEN": "your-token-here"
}
}
}
}
```
Cline (VS Code Extension)
Add this to your Cline MCP settings:
```json
{
"mcpServers": {
"ynab": {
"command": "npx",
"args": ["-y", "@dizzlkheinz/ynab-mcpb@latest"],
"env": {
"YNAB_ACCESS_TOKEN": "your-token-here"
}
}
}
}
```
Codex
Add this to your configuration file:
```toml
[mcp_servers.ynab-mcpb]
command = "npx"
args = ["-y", "@dizzlkheinz/ynab-mcpb@latest"]
env = {"YNAB_ACCESS_TOKEN" = "your-token-here"}
startup_timeout_sec = 120
```
Other MCP Clients
For any MCP-compatible client, configure the server with:
**Command:** `npx`
**Arguments:** `["-y", "@dizzlkheinz/ynab-mcpb@latest"]`
**Environment Variables:**
- `YNAB_ACCESS_TOKEN`: Your YNAB Personal Access Token
### Step 3: Start Using It
Ask your AI assistant questions like:
- "What's my checking account balance?"
- "How much have I spent on dining out this month?"
- "List my recent transactions"
- "Set my groceries budget to $500"
That's it! You're ready to manage your budget with AI.
Optional Configuration
- `YNAB_EXPORT_PATH` — Directory for exported files (default: Downloads)
See `.env.example` for caching and output options.
## Available Tools
29 tools for budgets, accounts, transactions, categories, payees, and analysis. Just ask in natural language.
For the complete list, see the [API Reference](docs/reference/API.md).
## Need Help?
[API Reference](docs/reference/API.md) · [Issues](https://github.com/dizzlkheinz/ynab-mcpb/issues)
For Developers
```bash
git clone https://github.com/dizzlkheinz/ynab-mcpb.git && cd ynab-mcpb
npm install
cp .env.example .env # add your YNAB_ACCESS_TOKEN
npm run build && npm test
```
See `CLAUDE.md` for architecture details.
## Contributing
**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.
PRs welcome too. See `CLAUDE.md` for architecture.
## License
[AGPL-3.0](LICENSE) — Free to use; derivative works must be open source.