Interact with and manage your You Need A Budget (YNAB) budgets through an AI interface.
The YNAB MCP Server provides a set of tools that enable AI-driven interaction with your YNAB budget data. By leveraging the Model Context Protocol (MCP) framework, this server allows you to list budgets, manage overspending, add and approve transactions, check spending against income, and automatically distribute funds, all through a conversational AI interface. It securely integrates with the YNAB API using your personal access token, ensuring that sensitive information remains private.
Key Features
01View a summary of underfunded categories and low accounts.
02Create new transactions.
03List available YNAB budgets.
04Retrieve unapproved transactions.
05Automatically distribute 'ready to assign' funds based on category targets.
Use Cases
01Automating budget-related tasks like transaction creation and approval.
02Managing personal finances via AI conversation.
03Gaining insights into spending habits and budget status through AI-driven analysis.