MCP server for YNAB. Reconcile bank statements, itemize receipts, manage transactions — all through natural language.
Setup
Choose your client, copy the config, then fill in any required environment variables.
claude mcp add ynab-mcpb --env YNAB_ACCESS_TOKEN='<YNAB_ACCESS_TOKEN>' -- npx -y @dizzlkheinz/ynab-mcpb~/.codex/config.toml
[mcp_servers.ynab-mcpb]
command = "npx"
args = ["-y", "@dizzlkheinz/ynab-mcpb"]
env = { YNAB_ACCESS_TOKEN = "<YNAB_ACCESS_TOKEN>" }
# codex mcp add ynab-mcpb --env YNAB_ACCESS_TOKEN='<YNAB_ACCESS_TOKEN>' -- npx -y @dizzlkheinz/ynab-mcpb~/.cursor/mcp.json
{
"mcpServers": {
"ynab-mcpb": {
"command": "npx",
"args": [
"-y",
"@dizzlkheinz/ynab-mcpb"
],
"env": {
"YNAB_ACCESS_TOKEN": "<YNAB_ACCESS_TOKEN>"
}
}
}
}.vscode/mcp.json
{
"servers": {
"ynab-mcpb": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@dizzlkheinz/ynab-mcpb"
],
"env": {
"YNAB_ACCESS_TOKEN": "<YNAB_ACCESS_TOKEN>"
}
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"ynab-mcpb": {
"command": "npx",
"args": [
"-y",
"@dizzlkheinz/ynab-mcpb"
],
"env": {
"YNAB_ACCESS_TOKEN": "<YNAB_ACCESS_TOKEN>"
}
}
}
}claude_desktop_config.json
{
"mcpServers": {
"ynab-mcpb": {
"command": "npx",
"args": [
"-y",
"@dizzlkheinz/ynab-mcpb"
],
"env": {
"YNAB_ACCESS_TOKEN": "<YNAB_ACCESS_TOKEN>"
}
}
}
}.trae/mcp.json
{
"mcpServers": {
"ynab-mcpb": {
"command": "npx",
"args": [
"-y",
"@dizzlkheinz/ynab-mcpb"
],
"env": {
"YNAB_ACCESS_TOKEN": "<YNAB_ACCESS_TOKEN>"
}
}
}
}Environment variables
YNAB_ACCESS_TOKEN
Replace the placeholders with your own credentials and keep them out of version control.