dizzlkheinz/ynab-mcpb

开发工具

本页由 AI 翻译，技术细节请以原文为准。查看原文

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Repository Install

MCP server for YNAB. Reconcile bank statements, itemize receipts, manage transactions — all through natural language.

概览

Paste a receipt → itemized split transaction in seconds - — Paste a receipt, get an itemized split transaction with tax allocation automatically distributed across line items. - — Import a bank CSV, fuzzy-match against YNAB, detect missing or mismatched transactions, and apply bulk fixes. - — Full coverage plus scheduled transactions and deterministic period analytics. - — Preview mode requires a short-lived, single-use confirmation bound to the exact validated request. - — Choose core, read-only, or full at startup without dynamic registration. - — Fetches only changed data since the last request, keeping things fast. - — All read tools support response_format: human-readable markdown tables (default) or structured JSON. - — Structured outputs, annotations, completions API, and resource templates. 1. Open YNAB Web App 2. Go to 3. Copy it (shown once only) Claude Desktop — MCPB file (recommended) 1. Download the latest .mcpb from Releases 2. Drag it into Claude Desktop 3.

README

以下为原文 README 节选，完整内容请查看原文。

Demo

What you can do

Workflow	Example prompt
Receipt split	“Create a split transaction for this receipt and allocate tax.”
Bank reconciliation	“Reconcile my checking account using this CSV.”
Spending analysis	“What did I spend on takeout this month?”
Scheduled cash flow	“What scheduled bills and income are due this month?”
Transaction creation	“Create a transaction: $42.18 at Trader Joe’s yesterday.”
Month overview	“Show my budget summary for January.”

How it works

graph LR
    U(You) -->|Plain English| C[Claude Desktopor any MCP client]
    C -->|MCP protocol| S[YNAB MCP Server35 tools]
    S -->|YNAB API| Y[(Your Budget)]

    style S fill:#2563EB,color:#fff,stroke:#1d4ed8
    style Y fill:#16a34a,color:#fff,stroke:#15803d
    style C fill:#7c3aed,color:#fff,stroke:#6d28d9

Features

Receipt itemization — Paste a receipt, get an itemized split transaction with tax allocation automatically distributed across line items.
Bank reconciliation (beta) — Import a bank CSV, fuzzy-match against YNAB, detect missing or mismatched transactions, and apply bulk fixes.
35 YNAB tools — Full coverage plus scheduled transactions and deterministic period analytics.
Write safety by default — Preview mode requires a short-lived, single-use confirmation bound to the exact validated request.
Smaller tool profiles — Choose core, read-only, or full at startup without dynamic registration.
Delta sync — Fetches only changed data since the last request, keeping things fast.
Markdown or JSON — All read tools support response_format: human-readable markdown tables (default) or structured JSON.
MCP-native — Structured outputs, annotations, completions API, and resource templates.

How reconciliation works

sequenceDiagram
    participant You
    participant Claude
    participant MCP as YNAB MCP Server
    participant YNAB

在 GitHub 查看完整 README

安装

npx -y @dizzlkheinz/ynab-mcpb@latest

新手？先看 mcpskill.org 教程 →

配置

{
  "mcpServers": {
    "ynab": {
      "command": "npx",
      "args": ["-y", "@dizzlkheinz/ynab-mcpb@latest"],
      "env": {
        "YNAB_ACCESS_TOKEN": "your-token-here"
      }
    }
  }
}