finance MCP Server
MCP server for YNAB (You Need A Budget) — full API coverage. Budget tracking, transaction categorization, account management, goal monitoring, and financial reporting through AI.
Discovered via github-topic:model-context-protocol and last synced 3mo ago.
1. Install the package
npx @oliverames/ynab-mcp-server
2. Add to claude_desktop_config.json
{
"mcpServers": {
"-oliverames-ynab-mcp-server": {
"command": "npx",
"args": [
"@oliverames/ynab-mcp-server"
]
}
}
}Config file location: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) / %APPDATA%\Claude\claude_desktop_config.json (Windows)
Tools
Full CRUD, bulk ops, split transactions, multi-filter
Get currency and date format settings
List all category groups and their categories with budgeted/activity/balance
Create a new category group
Batch update multiple transactions at once
Delete a scheduled transaction
No
Full CRUD, groups, search, goals, monthly budgets
Get full category details including goal progress and cadence
Rename a category group
List all money movement groups (batched re-allocations)
Full CRUD for recurring transactions
Unapproved transaction review workflow
List all accounts with balances, debt details, and import status
Set the budgeted amount for a category in a month
Get payee details
Get a specific payee location
List all money movements (budget re-allocations between categories)
Get a specific scheduled transaction
Description
Case-insensitive partial name search (e.g., "groc" finds "Groceries")
Case-insensitive partial name search
Required
`1000.00`
Get budget summary (name, currency, account/category/payee counts)
Create a new category in an existing group (with optional goal)
Rename a payee
List budget months with income, budgeted, activity, to-be-budgeted, age of money, and notes
Get transactions with filters: by account, category, payee, month, or status (`unapproved`/`uncategorized`)
Delete a transaction
Sign
List all budgets with IDs, names, date ranges, format settings, and default budget
Create a new account (checking, savings, creditCard, mortgage, etc.)
Update name, note, goal target, goal target date, or move to a different group
Create a new payee
Get all locations for a specific payee
Get money movements for a specific month
Bulk create multiple transactions in a single API call (supports split transactions)
Budget re-allocation tracking
Get category budget for a specific month
Monthly summaries with per-category breakdown
Get the authenticated user
Get full account details including notes and debt fields
Get money movement groups for a specific month
Partial update - only specified fields change
Update (fetch-then-merge preserves unchanged fields)
GPS coordinates for mobile transactions
List all payees with transfer account mappings
List all payee locations (GPS coordinates from mobile app)
Create a transaction with optional split (subtransactions must sum to total)
List all recurring transactions
Yes*
Get month detail with per-category budget/activity/balance/goal breakdown
Get a single transaction by ID (includes subtransactions). Auto-handles composite scheduled-transaction IDs like `uuid_YYYY-MM-DD`.
Trigger import from linked bank accounts
Create a recurring transaction with frequency
No
Get unapproved transactions grouped by readiness: "ready to approve" (categorized, split, or transfer) vs. "needs category first" (uncategorized). Each transaction includes a `flags` array highlighting anomalies (manually_entered, match_broken, no_prior_amount_match, category_drift, new_payee, scheduled_transaction_realized) computed against 60 days of payee history. Includes a warning against blind approval.
`-1000.00`
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