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MCP verified MIT Self-run

Ynab Mcp

mcp-ntdef-ynab-mcp · by ntdef

MCP server for interacting with YNAB.

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Install

$ agentstack add mcp-ntdef-ynab-mcp

✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • ✓ Prompt-injection patterns
  • ✓ Secret / credential exfiltration
  • ✓ Dangerous shell & filesystem operations
  • ✓ Untrusted network calls
  • ✓ Known-malicious package signatures

What it can access

  • ✓ Network access No
  • ✓ Filesystem access No
  • ✓ Shell / process execution No
  • ● Environment & secrets Used
  • ✓ Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

View the full security report →

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[![AgentStack Verified](https://agentstack.voostack.com/badges/verified.svg)](https://agentstack.voostack.com/security/report/mcp-ntdef-ynab-mcp)

Reliability & compatibility

✓ Security review passed
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Declared compatibility

Claude CodeClaude DesktopCursorWindsurf

Compatibility is declared by the source manifest. End-to-end runtime verification is coming — see below.

Preview Execution monitoring

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About

YNAB MCP Server

A Model Context Protocol (MCP) server for interacting with YNAB (You Need A Budget) via their API.

Features

  • Get budgets, accounts, and categories
  • Get, create and update transactions
  • Create new categories
  • Update budgeted amounts for categories
  • Get budget summaries

Prerequisites

  • Python 3.13 or higher
  • A YNAB account with an API token (Get your token here)
  • UV package manager (optional but recommended)

Installation

  1. Clone this repository

``bash git clone https://github.com/ntdef/ynab-mcp.git cd ynab-mcp ``

  1. Create a virtual environment

``bash uv venv ``

  1. Activate the virtual environment
  • Windows:

`` venv\Scripts\activate ``

  • Unix/MacOS:

`` source venv/bin/activate ``

  1. Install dependencies using UV

``bash # python -m pip install uv uv sync ``

  1. Copy .env.example to .env and add your YNAB API token

``bash cp .env.example .env # Edit .env with your favorite editor ``

Usage

Running the server

uv run ynab-mcp

The server will start in stdio mode, so you won't see any output.

Available tools

The YNAB MCP Server provides the following tools:

Budget management
  • get_budgets: Retrieve all budgets for the authenticated user
  • get_budget_summary: Get a summary of the budget, optionally for a specific month
Account management
  • get_accounts: Retrieve all accounts for a specific budget
Category management
  • get_categories: Retrieve all categories for a specific budget
  • create_category: Create a new category in the specified budget group
  • update_category_budgeted: Update the budgeted amount for a category in a specific month
Transaction management
  • get_transactions: Retrieve transactions for a specific budget, optionally filtered by date, account, or category
  • create_transaction: Create a new transaction in the specified budget
  • update_transaction: Update one or more fields of a specific transaction

Development

Running tests

uv run pytest

Code style

This project uses Black and isort for code formatting. To format your code:

uv run isort src tests
uv run black src tests

License

MIT License

Acknowledgements

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

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Versions

  • v0.1.0 Imported from the upstream source.

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