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Ynab Mcpb MCP server

by dizzlkheinz·io.github.dizzlkheinz/ynab-mcpb·v0.31.0·9 stars
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Local-first YNAB MCP for reconciliation, receipt splitting, safe cleanup, and spending analysis

B71/100grade B
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Safety scan
B71/100

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Adoption
Growing

9 stars28 downloads/wk

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If you have run it, two minutes of your experience saves the next person an afternoon.

Ynab Mcpb tools

No tool declarations could be read from the package source. They show once the server is installed.

Not scanned yet. New listings are scanned within a day or two of arriving.

How Ynab Mcpb compares

Against every graded MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
71/100
higher than 36% of 48,255 servers
GitHub stars
9
more than 87% of 28,688 servers
Downloads a week
28
more than 15% of 12,191 servers with a package

Release history: 4 versions in the registry since 2026-07-29, latest 2026-10-27, typically one every 6 days.

Install Ynab Mcpb in Claude Code, Cursor or VS Code

Runs npx -y @dizzlkheinz/ynab-mcpb on your machine. Read the scan report first; the gateway never runs local packages.

claude mcp add ynab-mcpb -- npx -y @dizzlkheinz/ynab-mcpb
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What the publisher says

From the Ynab Mcpb repository's README, as published. We do not edit it. Read it on GitHub

YNAB MCP Server

Connect YNAB to any AI assistant. Manage your budget in plain English.

Demo

Paste a receipt → itemized split transaction in seconds

What you can do

How it works

graph LR
    U(You) -->|Plain English| C[Claude Desktop<br/>or any MCP client]
    C -->|MCP protocol| S[YNAB MCP Server<br/>35 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

Show workflow diagram

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

    You->>Claude: "Reconcile my checking<br/>with this CSV"
    Claude->>MCP: reconcile_account(csv_data)
    MCP->>YNAB: Fetch transactions
    YNAB-->>MCP: YNAB transactions
    MCP->>MCP: Parse CSV<br/>Fuzzy-match payees & dates<br/>Detect missing / mismatched
    MCP-->>Claude: Matches + recommendations
    Claude->>You: "Found 47 matches, 3 missing.<br/>Apply changes?"
    You->>Claude: "Yes"
    Claude->>MCP: Apply recommended changes
    MCP->>YNAB: Create / update transactions
    MCP-->>Claude: Done
    Claude->>You: "3 transactions created,<br/>account reconciled."

Setup (2 minutes)

1 — Get a YNAB token

  1. Open YNAB Web App
  2. Go to Account Settings &rarr; Developer Settings &rarr; New Token
  3. Copy it (shown once only)

2 — Install

Claude Desktop — MCPB file (recommended)

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

Ynab Mcpb: common questions

Is Ynab Mcpb MCP server safe?
Mostly: it is graded B (71/100). Read the Ynab Mcpb safety report
How do I install Ynab Mcpb?
It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
Does Ynab Mcpb need an API key?
Yes. The registry entry asks for YNAB_ACCESS_TOKEN.
Is Ynab Mcpb maintained?
The last commit was 98 days ago (2026-07-29). The latest release is v0.31.0.
What can I use instead of Ynab Mcpb?
Servers from other publishers that do the same job: Nautilus Compass Memory MCP server.
How does Ynab Mcpb compare with other MCP servers?
safety score 71/100 (higher than 36% of 48,255 servers); github stars 9 (more than 87% of 28,688 servers); downloads a week 28 (more than 15% of 12,191 servers with a package). Full comparison.

Alternatives to Ynab Mcpb

Same job from other publishers: the closest match first, then the best rated.

  • Nautilus Compass Memory
    Local-first long-term memory for AI agents, with byte-recomputable signed verification receipts.
    B