You Need An Advisor FAQs

Question 1

What kind of questions can I ask my AI assistant about my budget?

Accepted Answer

You can ask about spending trends, budget health, debt payoff planning, category performance, reconciliation, and more. The AI assistant will provide answers and insights based on your actual YNAB data, informed by YNAB's budgeting principles.

Question 2

What is You Need An Advisor?

Accepted Answer

You Need An Advisor is an MCP (Model Context Protocol) server that connects your YNAB budget to AI assistants like Claude. It enables intelligent financial guidance by combining your real YNAB data with embedded YNAB budgeting methodology knowledge.

Question 3

How does it provide intelligent financial guidance?

Accepted Answer

It leverages full YNAB API coverage to access all your financial data points and integrates core YNAB budgeting methodology (like the Four Rules, overspending, and credit card handling) to provide context-aware analysis and answers to your natural language questions.

Question 4

Is my YNAB data secure when using this tool?

Accepted Answer

Yes, security is a priority. Your YNAB Personal Access Token (PAT) remains exclusively on your machine. You Need An Advisor operates securely without storing or forwarding any of your sensitive financial data.

Question 5

How do I integrate You Need An Advisor with my AI assistant?

Accepted Answer

Integration is straightforward via MCP configuration. You'll add a simple configuration block to your AI assistant's settings (e.g., `claude_desktop_config.json`) with your YNAB Personal Access Token, and the server will be ready to use.

You Need An Advisor

You Need An Advisor

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