FastMCP로 구축된 YNAB(예산이 필요함) API용 MCP(모델 컨텍스트 프로토콜) 서버입니다.

이 서버는 모든 YNAB API 엔드포인트를 MCP 도구로 자동으로 노출하여, Claude와 같은 AI 비서가 YNAB 예산, 계좌, 거래 등과 상호작용할 수 있게 합니다.

선수 조건

• UV 패키지 관리자
• API 접근 권한이 있는 YNAB 계정

준비

YNAB API 토큰 받기

1. YNAB 계정에 로그인하세요 app.ynab.com
2. 계정 설정 → 개발자 설정으로 이동하세요
3. “개인 접근 토큰” 아래에서 새 토큰을 클릭하세요
4. 토큰 이름을 붙이고 생성을 클릭하세요
5. 토큰을 복사하세요 (다시는 볼 수 없을 거예요!)

서버를 MCP 클라이언트에 추가하세요

게시된 패키지는 uvx ynab-mcp-tools로 실행됩니다. uvx는 다음에서 다운로드합니다. PyPI를 사용해 별도의 환경에서 실행하므로 복제할 필요가 없습니다 저장소 또는 가상 환경을 관리하세요.

클로드 데스크톱과 함께

Claude Desktop 설정 파일에 다음 항목을 추가하세요:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json 윈도우: %APPDATA%\Claude\claude_desktop_config.json

클로드 코드와 함께

Claude Code의 MCP CLI를 사용하세요. --

YNAB MCP Server

An MCP (Model Context Protocol) server for the YNAB (You Need A Budget) API, built with FastMCP.

This server automatically exposes all YNAB API endpoints as MCP tools, allowing AI assistants like Claude to interact with your YNAB budgets, accounts, transactions, and more.

Prerequisites

• uv package manager
• A YNAB account with API access

Setup

Get Your YNAB API Token

1. Log in to your YNAB account at app.ynab.com
2. Go to Account Settings → Developer Settings
3. Click New Token under “Personal Access Tokens”
4. Give your token a name and click Generate
5. Copy the token (you won’t be able to see it again!)

Add the Server to Your MCP Client

The published package runs with uvx ynab-mcp-tools. uvx downloads it from PyPI and runs it in an isolated environment, so you do not need to clone this repository or manage a virtualenv.

With Claude Desktop

Add the following to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "ynab": {
      "command": "uvx",
      "args": ["ynab-mcp-tools"],
      "env": {
        "YNAB_API_TOKEN": "your-token-here"
      }
    }
  }
}

With Claude Code

Use Claude Code’s MCP CLI. The -- separates Claude’s options from the server command.

For all projects (user scope):

claude mcp add ynab --scope user \
  -e "YNAB_API_TOKEN=your-token-here" \
  -- uvx ynab-mcp-tools

For the current directory only, omit --scope user or use --scope local. Use claude mcp list to verify and claude mcp remove ynab --scope user (or local) to uninstall.

With Cursor

Add the following to your Cursor MCP settings (~/.cursor/mcp.json for global or .cursor/mcp.json in your project):

{
  "mcpServers": {
    "ynab": {
      "command": "uvx",
      "args": ["ynab-mcp-tools"],
      "env": {
        "YNAB_API_TOKEN": "your-token-here"
      }
    }
  }
}

With OpenCode

Add the following to your OpenCode configuration file (~/.config/opencode/opencode.json):

{
  "mcp": {
    "ynab": {
      "type": "local",
      "command": ["uvx", "ynab-mcp-tools"],
      "enabled": true,
      "environment": {
        "YNAB_API_TOKEN": "your-token-here"
      }
    }
  }
}

Available Tools

The server automatically exposes all YNAB API endpoints as MCP tools. Here are some of the available operations:

User

• getUser - Get authenticated user information

Budgets

• getBudgets - List all budgets
• getBudgetById - Get a single budget with all related entities
• getBudgetSettingsById - Get budget settings

Accounts

• getAccounts - List all accounts for a budget
• getAccountById - Get a single account