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MCP Server for YNAB

by hs737·io.github.hs737/mcp-server-for-ynab·v0.4.0
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Connect your AI assistant to YNAB. Read-only by default, with reversible opt-in writes.

B83/100grade B
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Safety scan
B83/100

full report

Adoption
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1 stars

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If you have run it, two minutes of your experience saves the next person an afternoon.

MCP Server for YNAB tools (63, 1 write)

write = sends, deletes, buys or posts

Read from the package source without running it. The installed server may list more.

  • accounts_get
  • accounts_list
  • analysis_assignment_patterns
  • analysis_copied_forward_months
  • analysis_credit_funding
  • analysis_flow_trace
  • analysis_group_parity
  • analysis_overspent_categories
  • analysis_overspent_history
  • analysis_recurring_charges
  • analysis_target_funding_gaps
  • analysis_unassigned_transfers
  • analysis_upcoming_scheduled_risks
  • bookkeeping_categorization_suggestions
  • bookkeeping_memo_annotation_suggestions
  • bookkeeping_transaction_history
  • categories_get

    [READ] Get a single category by ID. Amounts are in milliunits (1000 = $1.00).

  • categories_get_for_month
  • categories_list
  • category_groups_summary_by_month
  • changes_since
  • history_list
  • history_show
  • money_movement_groups_list
  • money_movement_groups_list_by_month
  • money_movements_list
  • money_movements_list_by_month
  • months_get
  • months_list
  • months_range
  • overview_available_tools
  • overview_balance_identity
  • overview_budget_snapshot
  • overview_cash_position
  • overview_month_health
  • overview_request_budget
  • payee_locations_get
  • payee_locations_list
  • payee_locations_list_for_payee
  • payees_get

    [READ] Get a single payee by ID.

  • payees_list
  • ping
  • plans_get
  • plans_get_settings
  • plans_list

    [READ] List all YNAB plans (budgets) available to the authenticated user.

  • reconcile_preview
  • scheduled_transactions_get
  • scheduled_transactions_list
  • transactions_get
  • transactions_list
  • transactions_list_by_account
  • transactions_list_by_category
  • transactions_list_by_month
  • transactions_list_by_payee
  • transactions_match_statement
  • triage_pending_imports
  • triage_reconciliation
  • triage_summary
  • triage_unapproved
  • triage_uncategorized
  • triage_unmatched_manual
  • user_get

    [READ] Get the authenticated YNAB user. Returns the user ID.

  • write_toolwrite action

    Register a write tool, or skip registration when writes are disabled.

Public scan report

scanner v0.1.9 · 2026-09-20 · same rubric, same numbers if you re-run it

no findings
  • Code scan95 source files scanned25/25
  • –Live reliabilityno gateway calls yet and no remote to proben/a
  • –Tool poisoningtools not inspected (local package is not executed); not countedn/a
  • Auth qualitystatic API keys via environment variables6/15
  • Maintenancelast push 5 days ago15/15
  • Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10
Overall 83/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

Install directly

claude mcp add mcp-server-for-ynab -- uvx mcp-server-for-ynab
Add to Cursor

MCP Server for YNAB: common questions

Is MCP Server for YNAB safe?
Mostly: it is graded B (83/100). Read the MCP Server for YNAB safety report
How do I install MCP Server for YNAB?
It runs on your machine. Copy the Claude Code, Claude Desktop or Cursor config from the install section.
Does MCP Server for YNAB need an API key?
Yes. The registry entry asks for YNAB_API_KEY.
Is MCP Server for YNAB maintained?
The last commit was 6 days ago (2026-09-15). The latest release is v0.4.0.

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