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Ynab MCP Server

Hosted remote MCP server for YNAB on Cloudflare Workers with OAuth

Connector by smirnovlabs.com · Domain verified by the MCP Registry

IndexedLicense unknownRemote (HTTP)★ 3
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/smirnovlabs-com-ynab-mcp-server

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://mcpforynab.smirnovlabs.com/mcp Remote (HTTP)

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About

Hosted remote MCP server for YNAB on Cloudflare Workers with OAuth

Reviews

Write a review

No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list, install config and code. Checked Oct 25, 2026.

Tools
11 read · 16 write · 3 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 30

Read from the source code; the running server may list different tools.

Read 11 · Look things up without changing anything.

  • ynab_analyze_spending_patterns
  • ynab_budget_summary
  • ynab_cash_flow_forecast
  • ynab_category_performance_review
  • ynab_get_unapproved_transactions
  • ynab_goal_progress_report
  • ynab_list_budgets
  • ynab_list_categories
  • ynab_list_scheduled_transactions
  • ynab_list_transactions
  • ynab_net_worth_analysis

Write 16 · Create, change, send or run things.

  • ynab_approve_transaction
  • ynab_auto_distribute_funds
  • ynab_budget_from_history
  • ynab_bulk_approve_transactions
  • ynab_create_category
  • ynab_create_category_group
  • ynab_create_scheduled_transaction
  • ynab_create_transaction
  • ynab_handle_overspending
  • ynab_move_funds_between_categories
  • ynab_reconcile_account
  • ynab_set_default_budget
Show 4 more tools
  • ynab_update_category
  • ynab_update_category_group
  • ynab_update_scheduled_transaction
  • ynab_update_transaction

Delete 3 · Delete, drop, revoke or wipe things.

  • ynab_delete_scheduled_transaction
  • ynab_delete_transaction
  • ynab_set_category_goals

Network hosts it talks to 7

  • api.ynab.com · found in code
  • app.ynab.com · found in code
  • github.com · found in code
  • glama.ai · found in code
  • mcpforynab.smirnovlabs.com · found in remote endpoint, install command, code
  • ynab-mcp-server-staging.smirnov-labs.workers.dev · found in code
  • ynab.com · found in code

Tools (30)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • ynab_analyze_spending_patternsAnalyze Spending Patternsread-only

    Analyze spending patterns across categories to detect trends, anomalies, and provide insights about spending behavior over time.

  • ynab_approve_transactionApprove YNAB Transaction

    Approves an existing transaction in your YNAB budget.

  • ynab_auto_distribute_fundsAuto Distribute Funds in YNAB Budget

    Intelligently allocate 'Ready to Assign' money based on category goals and priorities. Supports multiple distribution strategies.

  • ynab_budget_from_historyBudget from History

    Analyze historical spending patterns and suggest budget allocations based on past behavior. Useful for setting up new budgets or adjusting existing ones based on actual spending history.

  • ynab_budget_summaryBudget Summaryread-only

    Get a summary of the budget for a specific month highlighting overspent categories that need attention and categories with a positive balance that are doing well.

  • ynab_bulk_approve_transactionsBulk Approve YNAB Transactions

    Approve multiple transactions matching specified criteria in one operation. Supports various filters and natural language patterns.

  • ynab_cash_flow_forecastCash Flow Forecastread-only

    Generate cash flow projections for accounts based on historical income and expense patterns to forecast future balances.

  • ynab_category_performance_reviewCategory Performance Reviewread-only

    Review category budget performance over time, analyzing spending patterns, budget utilization, and providing performance ratings and recommendations.

  • ynab_create_categoryCreate Category

    Creates a new category inside an existing category group in a YNAB budget. Provide the target group by categoryGroupId or categoryGroupName (names are matched case-insensitively, exact match first, then partial). Create a group first with ynab_create_category_group if needed.

  • ynab_create_category_groupCreate Category Group

    Creates a new category group in a YNAB budget. Category groups organize related categories (for example 'Monthly Bills' or 'Savings Goals'). Use ynab_create_category to add categories to the group afterwards.

  • ynab_create_scheduled_transactionCreate YNAB Scheduled Transaction

    Creates a new scheduled (recurring) transaction in your YNAB budget. Either payee_id or payee_name must be provided. Use this to set up repeating transactions such as monthly bills, weekly transfers, or any recurring expense or income.

  • ynab_create_transactionCreate YNAB Transaction

    Creates a new transaction in your YNAB budget. Either payee_id or payee_name must be provided in addition to the other required fields.

  • ynab_delete_scheduled_transactionDelete YNAB Scheduled Transactioncan change or delete data

    Deletes a scheduled (recurring) transaction from your YNAB budget. This action is permanent and cannot be undone. Use ynab_list_scheduled_transactions to find the scheduled transaction ID.

  • ynab_delete_transactionDelete YNAB Transactioncan change or delete data

    Deletes a transaction from your YNAB budget. This action is permanent and cannot be undone. Use ynab_list_transactions to find the transaction ID.

  • ynab_get_unapproved_transactionsGet Unapproved YNAB Transactionsread-only

    Gets all unapproved transactions from a budget.

Show 15 more tools
  • ynab_goal_progress_reportGoal Progress Reportread-only

    Generate a comprehensive report on category goal progress, including completion status, remaining amounts, and insights for goal achievement.

  • ynab_handle_overspendingHandle Overspending in YNAB Budget

    Automatically resolve overspent categories by moving funds from available sources. Credit card payment categories are excluded as funding sources since they are needed to pay CC bills. Supports both automatic execution and suggestion mode.

  • ynab_list_budgetsList YNAB Budgetsread-only

    Lists all available budgets from YNAB API

  • ynab_list_categoriesList Budget Categoriesread-only

    List budget categories for the selected budget.

  • ynab_list_scheduled_transactionsList YNAB Scheduled Transactionsread-only

    Lists all scheduled (recurring) transactions in a YNAB budget. Returns transaction IDs needed for updating or deleting scheduled transactions.

  • ynab_list_transactionsList YNAB Transactionsread-only

    List transactions from a budget with comprehensive filtering options. Returns the last 60 days by default; specify filters.startDate / filters.endDate to widen, up to a 180-day range per call. For older history, make multiple calls stepping the window backwards. Supports filtering by account, approval status, cleared status, and other criteria.

  • ynab_move_funds_between_categoriesMove Funds Between YNAB Categories

    Transfer budgeted amounts between categories with validation. Supports multiple simultaneous moves in one operation.

  • ynab_net_worth_analysisNet Worth Analysisread-only

    Get current net worth snapshot across all accounts (on-budget and tracking). Note: This tool only provides current balances, not historical trends due to YNAB API limitations.

  • ynab_reconcile_accountReconcile Account

    Reconcile a YNAB account with bank statement data. Compares YNAB transactions with statement transactions to identify discrepancies, missing transactions, and balance differences. Supports CSV statement data import.

  • ynab_set_category_goalsSet Category Goalscan change or delete data

    Create, update, or remove a category's goal in YNAB. Set goalTarget (in dollars) to create a goal on a category that has none, or to change the target on an existing goal; set goalTargetDate and/or needsWholeAmount to adjust it; set removeGoal to clear it. Important: the YNAB API infers the goal type and only supports the NEED family — a plain target creates a 'Needed for Spending' (NEED) goal, while Credit Card Payment and loan categories get MF/DEBT automatically. Target-Balance (TB) and Target-Balance-by-Date (TBD) goals cannot be created via the API; a requested TB/TBD goal becomes a NEED …

  • ynab_set_default_budgetSet Default Budget

    Set the default budget used when budgetId is omitted from tool calls.

  • ynab_update_categoryUpdate Category

    Updates an existing category in a YNAB budget: rename it, edit its note, and/or move it to a different category group. Identify the category by categoryId or categoryName, and (to move it) the destination group by categoryGroupId or categoryGroupName. Names are matched case-insensitively, exact match first then partial. To change goal targets use ynab_set_category_goals instead.

  • ynab_update_category_groupUpdate Category Group

    Renames an existing category group in a YNAB budget. Identify the group by categoryGroupId or categoryGroupName (names are matched case-insensitively, exact match first then partial). Only the name can be changed.

  • ynab_update_scheduled_transactionUpdate YNAB Scheduled Transaction

    Updates an existing scheduled (recurring) transaction in your YNAB budget. Only the fields you provide will be changed; all other fields remain as-is. Use ynab_list_scheduled_transactions to find the scheduled transaction ID.

  • ynab_update_transactionUpdate YNAB Transaction

    Updates an existing transaction in your YNAB budget. Only the fields you provide will be changed; all other fields remain as-is. Use ynab_list_transactions to find the transaction ID.

Signals

Stars
3
Forks
5
Open issues
0
Last commit
Oct 4, 2026 (25 days ago)
Last release
Aug 8, 2026 (2 months ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
com.smirnovlabs/ynab-mcp-server
Version
2.0.0
Auth
Auth not stated
License
License unknown
Repository
github.com/issmirnov/ynab-mcp-server
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registrygithub-graphql

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Cite this page

Ynab MCP Server. Agent Mart. https://agentmart.dev/connectors/smirnovlabs-com-ynab-mcp-server (last updated 2026-10-24)