YNAB Assistant
Enables AI assistants to interact with YNAB budgets through natural language. Supports managing accounts, categories, transactions, and budget months with 21 tools for comprehensive budget operations.
What is YNAB Assistant?
YNAB Assistant is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to enables ai assistants to interact with ynab budgets through natural language. supports managing accounts, categories, transactions, and budget months with 21 tools for comprehensive budget operations.
Enables AI assistants to interact with YNAB budgets through natural language. Supports managing accounts, categories, transactions, and budget months with 21 tools for comprehensive budget operations.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Enables AI assistants to interact with YNAB budgets through
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx ynab-assistantConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about YNAB Assistant
What is YNAB Assistant?
YNAB Assistant is a Model Context Protocol (MCP) server that enables ai assistants to interact with ynab budgets through natural language. supports managing accounts, categories, transactions, and budget months with 21 tools for comprehensive budget operations. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install YNAB Assistant?
Follow the installation instructions on the YNAB Assistant GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with YNAB Assistant?
YNAB Assistant works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is YNAB Assistant free to use?
Yes, YNAB Assistant is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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Set Up YNAB Assistant in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
Ready to use YNAB Assistant?
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