{"slug":"Jtewen/ynab-mcp","name":"YNAB MCP Server","description":"Integrate AI assistants with your You Need A Budget (YNAB) account for budget automation and analysis.","category":"productivity","tags":[],"official":false,"stars":10,"transport":null,"install":[{"cmd":"npx @modelcontextprotocol/inspector","imports":[]}],"tools":[{"name":"manage-financial-overview","description":"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."},{"name":"list-accounts","description":"List all accounts for a given budget. Useful for getting account IDs for other tools."},{"name":"get-month-info","description":"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."},{"name":"list-categories","description":"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."},{"name":"list-transactions","description":"List transactions for a specific account or an entire month. Use this to investigate spending patterns identified in the financial overview."},{"name":"list-scheduled-transactions","description":"List all upcoming scheduled transactions. Useful for forecasting upcoming bills."},{"name":"manage-budgeted-amount","description":"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)"},{"name":"bulk-manage-transactions","description":"Create, update, or delete multiple transactions at once. More efficient than making single changes. (Write operations disabled in read-only mode)"},{"name":"manage-scheduled-transaction","description":"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)"},{"name":"list-payees","description":"List all payees for a given budget. Good for finding payee IDs or identifying messy payee data that needs to be merged."},{"name":"manage-payees","description":"Merge multiple payee names into a single name. Use this to clean up payee data. (Write operations disabled in read-only mode)"},{"name":"lookup-entity-by-id","description":"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."},{"name":"lookup-payee-locations","description":"Look up geographic locations associated with a payee."},{"name":"list-budgets","description":"List all available YNAB budgets (Not available in single-budget mode)."}],"env_vars":["YNAB_DEFAULT_BUDGET_ID"],"auth_type":"none","github":"https://github.com/Jtewen/ynab-mcp","homepage":"","server_url":"","status":"active","source":"mcpservers.org","updated_at":"Thu May 28"}