Connect your AI assistant to YNAB. Read-only by default, with reversible opt-in writes.
To add MCP Server for YNAB to Claude, run the install command below or copy the ready-made config for Claude Code, Claude Desktop, Cursor and VS Code further down. Restart your client after adding it and its tools show up in your next conversation. It needs 3 environment variables, listed below.
Install
uvx mcp-server-for-ynab@0.4.0Environment variables
YNAB_API_KEYSet in your MCP configYNAB_PLAN_IDSet in your MCP configYNAB_ALLOW_WRITESSet in your MCP configInstall with your client
claude mcp add mcp-server-for-ynab --env YNAB_API_KEY=<YOUR_YNAB_API_KEY> --env YNAB_PLAN_ID=<YOUR_YNAB_PLAN_ID> --env YNAB_ALLOW_WRITES=<YOUR_YNAB_ALLOW_WRITES> -- uvx mcp-server-for-ynab@0.4.0
Run this in a terminal to add the server to Claude Code.
What this does
MCP Server for YNAB exposes a set of tools to Claude over the Model Context Protocol. After you add it to claude_desktop_config.json (snippet above) and restart Claude Desktop, those tools become callable inside any conversation.
Requirements
This server needs the following environment variables to be set before it can run:
YNAB_API_KEY YNAB_PLAN_ID YNAB_ALLOW_WRITES
Set these via the env object in your MCP config (see claude_desktop_config.json snippet above).
Frequently asked questions
How do I install MCP Server for YNAB?
Run the Claude Code command in the install section to add MCP Server for YNAB to Claude Code, or copy the ready-made config for your client from the install section on this page. Restart your client afterwards and the tools appear in your next conversation.
Which clients work with MCP Server for YNAB?
This page carries setup and config for Claude Code, Claude Desktop, Cursor and VS Code. Any other MCP client that accepts a standard server config can connect to MCP Server for YNAB as well.
Does MCP Server for YNAB need an API key?
Yes. Before it can run, set these environment variables: YNAB_API_KEY, YNAB_PLAN_ID, YNAB_ALLOW_WRITES. They go in the env block of your MCP config.
Imported from the Official MCP Registry. The details above come from the registry entry; the maker can claim this listing to correct them, add docs, and see its traffic.
Is this your MCP server?
Claim this listing to see its traffic, fix details yourself, and skip the review queue on future updates.
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