YNAB MCP Server

Tools · 14

• manage-financial-overview Get, update, or refresh a high-level financial overview. This is the best starting point for any analysis, providing account balances, goals, and important context notes.
• list-accounts List all accounts for a given budget. Useful for getting account IDs for other tools.
• get-month-info Get detailed budget information for a single month, including age of money and total amounts budgeted, spent, and available. Call this to check the monthly budget's status before making changes.
• list-categories List all categories, groups, and their budgeting details. Call this before managing budgeted amounts to see what's available and what's already been allocated.
• list-transactions List transactions for a specific account or an entire month. Use this to investigate spending patterns identified in the financial overview.
• list-scheduled-transactions List all upcoming scheduled transactions. Useful for forecasting upcoming bills.
• manage-budgeted-amount Assign a budgeted amount to a category or move money between categories. This is the primary tool for allocating funds. (Write operations disabled in read-only mode)
• bulk-manage-transactions Create, update, or delete multiple transactions at once. More efficient than making single changes. (Write operations disabled in read-only mode)
• manage-scheduled-transaction Create, update, or delete a single scheduled (recurring) transaction. Use this to manage recurring bills or savings transfers. (Write operations disabled in read-only mode)
• list-payees List all payees for a given budget. Good for finding payee IDs or identifying messy payee data that needs to be merged.
• manage-payees Merge multiple payee names into a single name. Use this to clean up payee data. (Write operations disabled in read-only mode)
• lookup-entity-by-id Look up the name and details of a specific account, category, or payee by its ID. A utility for when you have an ID but need the full context.
• lookup-payee-locations Look up geographic locations associated with a payee.
• list-budgets List all available YNAB budgets (Not available in single-budget mode).