Last updated
March 16, 2026
MCP profile
Github Dizzlkheinz Ynab Mcpb
MCP server for YNAB (You Need A Budget) — budgets, accounts, transactions, categories
Developer ToolsPackageJavaScript/TypeScriptOpen SourceExternal
Visibility
Public
ByRegistry
About This MCP Server
Paste a receipt → itemized split transaction in seconds
Show workflow diagram
1. Open YNAB Web App 2. Go to Account Settings → Developer Settings → New Token 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. Enter your YNAB_ACCESS_TOKEN when prompted 4. Restart Claude Desktop
Claude Desktop — npx
Add to your Claude Desktop config:
Cline (VS Code)
Codex
Any other MCP client
See all tools by category
All read tools accept response_format ("markdown" or "json", default: "markdown").
Full reference: docs/reference/API.md
See .env.example for all options.
Architecture and contributor guidance: CLAUDE.md
Reconciliation architecture: docs/technical/reconciliation-system-architecture.md
Bug reports and CSV edge-case repros are very welcome, especially for bank reconciliation: Open an issue
PRs welcome — run npm test and npm run lint before submitting.
Capabilities
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.28 YNAB tools — Full coverage of budgets, accounts, transactions, categories, payees, months, and utilities.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.
Tools & Endpoints3
Example Workflow
<sub>Paste a receipt → itemized split transaction in seconds</sub>
Why Use Github Dizzlkheinz Ynab Mcpb?
- 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.
- 28 YNAB tools — Full coverage of budgets, accounts, transactions, categories, payees, months, and utilities.
- 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.
Specifications
Status
live
Industry
Developer Tools
Category
General
Server type
Package
Language
JavaScript/TypeScript
License
Open Source
Verified
Yes
Requirements
- Command: npx
- Args: ["-y", "@dizzlkheinz/ynab-mcpb@latest"]
- Env: YNAB_ACCESS_TOKEN=<your token>
Hosting
Hosting Options
- Package
Performance
Usage
Quick Reference
- Name
- Github Dizzlkheinz Ynab Mcpb
- Function
- MCP server for YNAB (You Need A Budget) — budgets, accounts, transactions, categories
- Available Tools
- <summary>See all tools by category</summary>, All read tools accept response_format ("markdown" or "json", default: "markdown")., Full reference: docs/reference/API.md
- Transport
- Package
- Language
- JavaScript/TypeScript
- Source
- External (Registry)
- License
- Open Source
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