YNAB

About

YNAB Assistant is a personal Model Context Protocol (MCP) server designed to bridge AI assistants with your YNAB budget. It exposes YNAB API functionalities as readily usable tools for AI models like Claude, allowing you to manage your finances through natural language queries. Users can ask questions about their budget, create transactions, update categories, and gain insights into their financial data without direct manual interaction with the YNAB application.

Key Features

• List and retrieve details for YNAB accounts
• Retrieve authenticated YNAB user information
• View and update category budgets and notes
• View detailed budget month information
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• Create, read, update, and delete transactions

Use Cases

• Query your budget status or account balances using an AI assistant.
• Automatically create or update transactions via natural language commands.
• Adjust budget category allocations and notes through AI interactions.