YNAB FAQs

Question 1

What is YNAB MCP?

Accepted Answer

YNAB MCP (Model Context Protocol) is a server that enables AI assistants to securely access and interact with the YNAB (You Need A Budget) API, allowing for advanced financial management capabilities through AI.

Question 2

What financial operations can AI assistants perform with YNAB MCP?

Accepted Answer

AI assistants can perform a wide range of operations including reading budget and user information, creating, reading, updating, and deleting transactions, reading and updating categories (targets & budgeted), and accessing account balances within YNAB.

Question 3

How does YNAB MCP ensure secure access to my YNAB data?

Accepted Answer

YNAB MCP uses a YNAB Personal Access Token, which users must obtain and configure securely. This token ensures authenticated and secure interactions with your personal YNAB API, protecting your financial data.

Question 4

Is YNAB MCP compatible with different AI assistants or clients?

Accepted Answer

While the setup instructions specifically mention Anthropic Claude Desktop, YNAB MCP is designed as a Model Context Protocol server and is expected to be compatible with other AI clients that support the MCP standard.

Question 5

What are the key requirements to set up YNAB MCP?

Accepted Answer

To set up YNAB MCP, you will need Python 3.13 (or a compatible version) and a YNAB Personal Access Token, which can be generated from your YNAB Developer Settings. Basic command-line knowledge for installation is also helpful.

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