ynab-mcp-server
Active·★ 40·MIT·Updated 2026-10-17
YNAB-MCP-Server enables AI assistants to interact with the YNAB API, converting natural language budget questions into structured workflows. It provides read-only access by default and allows explicit opt-in for write operations, facilitating tasks like transaction categorization, budget review, and financial analysis.
#YNAB API#Budgeting#AI Assistant Integration#Financial Management#Workflow Automation#MCP Server#Node.js#Transaction Automation
01
Features
01Read-only access by default with explicit opt-in for write tools, enhancing safety for financial operations.
02Automatic conversion between dollars and YNAB's internal milliunits, simplifying AI interaction with monetary values.
03Comprehensive YNAB API v1.85 coverage with 58 tools, 6 guided prompts, and 4 knowledge resources for robust budgeting.
04Local undo journal for all transaction writes, allowing users to reverse operations and restore previous states.
05Structured contracts and explicit confirmation for destructive or bulk-filter write operations, preventing unintended changes.
02
Compatibility
Node.js
Runtime
Verified via docs
Docker
Containerization
Verified via docs
Claude Code
AI Host
Verified via docs
Codex
AI Host
Verified via docs
ChatGPT
AI Host (Remote)
Verified via docs
03
Quick start
1
$ npm install -g @oliverames/mcp-server-for-ynab
04
Use cases
↳Asking an AI assistant natural-language questions about spending and budget categories (e.g., 'How much did I spend on groceries this month?').
↳Batch categorizing and approving multiple transactions based on filters (e.g., 'Categorize all my Amazon orders from this week').
↳Detecting recurring charges and subscriptions from transaction history to identify financial commitments.
↳Auditing budget health, credit card payments, and account reconciliation status for comprehensive financial oversight.
↳Undoing previous transaction write operations by using the local journal to revert changes.
05
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