Ynab MCP Server

Unclaimed

by oliverames

Local MCP server for YNAB with read-only defaults, full API coverage, safe write controls, and support for budgets, transactions, categories, accounts, and reporting.

Install

$docker run -i --rm -e YNAB_API_TOKEN=your-token-here mcp-server-for-ynab

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Tools (40)

approve_transactions

Write tool: approve unapproved transactions in bulk by filter (payeeId / categoryId / accountId) without hand-listing IDs. Skips uncategorized transactions by default, requires confirmed: true, and supports expectedMatchedCount.

create_account

Write tool: create a new account (checking, savings, creditCard, mortgage, etc.)

create_category

Write tool: create a new category in an existing group (with optional goal)

create_category_group

Write tool: create a new category group

create_payee

Write tool: create a new payee

create_transaction

Write tool: create a transaction with optional split (subtransactions must sum to total)

create_transactions

Write tool: bulk create multiple transactions in a single API call (supports split transactions)

delete_transaction

Write tool: delete a transaction. Requires confirmed: true.

get_account

Get full account details including notes and debt fields

get_budget

Get budget summary (name, currency, account/category/payee counts). Pass lastKnowledgeOfServer for a delta export of every changed entity plus the next serverknowledge.

get_budget_settings

Get currency and date format settings

get_category

Get full category details including goal progress and cadence

get_money_movement_groups_by_month

Get money movement groups for a specific month

get_money_movements_by_month

Get money movements for a specific month

get_month

Get month detail with per-category budget/activity/balance/goal breakdown

get_month_category

Get category budget for a specific month

get_payee

Get payee details

get_payee_location

Get a specific payee location

get_payee_locations_by_payee

Get all locations for a specific payee

get_transaction

Get a single transaction by ID (includes subtransactions). Auto-handles composite scheduled-transaction IDs like uuidYYYY-MM-DD; if the underlying matched transaction has been deleted, falls back to returning the active scheduled template wrapped as { resourcetype: "scheduledtransaction", ... }.

get_transactions

Get transactions with filters: by account, category, payee, month, status (unapproved/uncategorized), sinceDate, and untilDate

get_user

Get the authenticated user

import_transactions

Write tool: trigger import from linked bank accounts

list_accounts

List all accounts with balances, debt details, and import status

list_budgets

List all budgets with IDs, names, date ranges, format settings, and default budget. Pass includeAccounts: true to include each budget's accounts.

list_categories

List all category groups and their categories with budgeted/activity/balance

list_money_movement_groups

List all money movement groups (batched re-allocations)

list_money_movements

List all money movements (budget re-allocations between categories)

list_months

List budget months with income, budgeted, activity, to-be-budgeted, age of money, and notes

list_payee_locations

List all payee locations (GPS coordinates from mobile app)

list_payees

List all payees with transfer account mappings

reassign_payee_transactions

Write tool: move all transactions from one payee to another, the merge workaround since the YNAB API has no payee delete/merge endpoint. Requires confirmed: true and supports expectedMatchedCount.

search_categories

Case-insensitive partial name search over category names and category-group names (e.g., "groc" finds "Groceries"; "health" finds everything in a "Health & Medical" group). Multi-word queries are tokenized and OR-matched, results are ranked, and each result reports matchedon / matchedterms. Pass inc

search_payees

Case-insensitive partial name search

update_category

Write tool: update name, note, goal target, goal target date, or move to a different group

update_category_group

Write tool: rename a category group

update_month_category

Write tool: set the budgeted amount for a category in a month

update_payee

Write tool: rename a payee

update_transaction

Write tool: partial update - only specified fields change. Can convert a non-split transaction into a split via subtransactions. Composite scheduled-transaction IDs (uuidYYYY-MM-DD) are writable — see below.

update_transactions

Write tool: batch update multiple transactions at once (look up each entry by id or importId), then verify requested fields persisted using a single batch refetch. Returns newlyapprovedcount beside approvedcount. Pass returnSummary: true for compact counts instead of full objects on large batches (a