YNAB MCP integration for managing budgets and transactions
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# YNAB MCP Server [](https://badge.fury.io/py/ynab-mcp-server) [](https://opensource.org/licenses/MIT) A Model Context Protocol (MCP) server for seamless integration with You Need A Budget (YNAB). This server enables AI assistants to interact with your YNAB budgets, providing powerful automation and analysis capabilities. ## Quick Installation (Claude Desktop) ```json { "mcpServers": { "ynab-mcp": { "command": "uvx", "args": ["ynab-mcp-server"], "env": { "YNAB_PAT": "your_token_here", } } } } ``` Optional environment variables: ```json "env": { "YNAB_DEFAULT_BUDGET_ID": "your_budget_id", "YNAB_READ_ONLY": "true" } ``` ## Features - **Complete Budget Management** - View and manage multiple budgets - Track account balances and transactions - Monitor category spending and goals - **Transaction Control** - List and search transactions - Update transaction details - Manage payees and categories - **Financial Analysis** - Get comprehensive financial overviews - Track spending patterns - Monitor budget progress ## Table of Contents - [Installation](#installation) - [Platform-Specific Setup](#platform-specific-setup) - [Configuration](#configuration) - [Available Tools](#available-tools) - [Usage Examples](#usage-examples) - [Development](#development) - [Contributing](#contributing) - [License](#license) ## Installation & Usage No installation needed when using `uvx`: ```bash # Run directly (recommended) uvx ynab-mcp-server # Or with specific version uvx ynab-mcp-server@0.1.1 ``` For development: ```bash # Clone and run from source git clone https://github.com/yourusername/ynab-mcp-server.git cd ynab-mcp-server uv run ynab-mcp-server ``` ## Platform-Specific Setup ### Claude Desktop 1. Locate your configuration file: - **MacOS**: `~/Library/Application Suppo…
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