Ynab Mcpb
Connect your agent to YNAB so you can query budgets, accounts, transactions, and categories while running your indie business finances.
Overview
io.github.dizzlkheinz/ynab-mcpb is a MCP server for the Operate phase that connects agents to YNAB budgets, accounts, transactions, and categories.
What is this MCP server?
- YNAB API coverage: budgets, accounts, transactions, and categories over MCP.
- npm package @dizzlkheinz/ynab-mcpb v0.26.9 with stdio transport.
- Requires YNAB_ACCESS_TOKEN from YNAB developer settings (Personal Access Token).
- Lets agents answer cashflow and category questions without exporting CSV manually.
- Published server.json documents one required secret env var for auth.
- Server version 0.26.9; npm identifier @dizzlkheinz/ynab-mcpb
- Transport: stdio
- 1 required environment variable: YNAB_ACCESS_TOKEN
Community signal: 8 GitHub stars.
What problem does it solve?
Indie operators lose time context-switching to YNAB when agents could answer budget questions if they had authenticated API access.
Who is it for?
Solo builders who run personal and business finances in YNAB and want agent-assisted reviews of categories, accounts, and transactions.
Skip if: Founders not using YNAB, or anyone needing tax filing, invoicing, or non-YNAB accounting systems without an adapter.
What do I get? / Deliverables
After configuring YNAB_ACCESS_TOKEN, your agent can pull YNAB budget and transaction context through stdio MCP instead of manual exports.
- MCP-accessible YNAB budgets, accounts, transactions, and categories
- Authenticated stdio bridge using YNAB_ACCESS_TOKEN
- Versioned npm MCP package aligned with server.json v0.26.9
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Journey fit
YNAB access supports ongoing money decisions—reviewing spend, categories, and runway—which fits operate when you are running the business day to day, not first ideation. iterate covers recurring operational tweaks including financial housekeeping agents can assist with via live budget data.
How it compares
Live YNAB budget MCP integration—not a generic spreadsheet skill or a revenue analytics warehouse.
Common Questions / FAQ
Who is ynab-mcpb for?
It is for YNAB users with a developer token who want Claude Code, Cursor, or similar agents to work with budgets, accounts, transactions, and categories via MCP.
When should I use ynab-mcpb?
Use it in the operate phase when you routinely iterate on spending, runway, and category rules and want the agent grounded in current YNAB data.
How do I add ynab-mcpb to my agent?
Install @dizzlkheinz/ynab-mcpb (v0.26.9), add the stdio MCP server entry, and set YNAB_ACCESS_TOKEN from https://app.youneedabudget.com/settings/developer.