YNAB MCP

what is YNAB MCP?

YNAB MCP is a server that integrates the YNAB (You Need A Budget) Model Context Protocol with Claude Code, allowing users to manage their budgets and financial transactions seamlessly.

how to use YNAB MCP?

To use YNAB MCP, set up the server using Docker, configure your YNAB API credentials, and register it with Claude Code CLI to start managing your budget through natural conversation.

key features of YNAB MCP?

• OAuth-based authentication with YNAB API
• Comprehensive budget and account management
• Transaction creation and categorization
• Support for multiple budgets (personal and family)
• Rate limit handling for YNAB API
• Caching for improved performance

use cases of YNAB MCP?

1. Managing personal and family budgets
2. Tracking financial transactions and insights
3. Integrating budget management into conversational AI applications

FAQ from YNAB MCP?

• What is required to run YNAB MCP?

You need Docker, Node.js v18+, Claude Code CLI, and a YNAB account.

• Is YNAB MCP secure?

Yes, it uses OAuth 2.0 for authentication and securely stores tokens in a mounted Docker volume.

• Can I manage multiple budgets?

Yes, YNAB MCP supports managing multiple budgets for personal and family use.