You Need A Budget (YNAB) offers a flexible budgeting platform designed to help individuals manage their personal finances by tracking expenses, setting financial goals, and promoting effective budgeting habits. Use it to gain control over spending, reduce financial stress, and achieve savings objectives.
This MCP Bundle Server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.
Free account required. Works with Claude, Cursor, ChatGPT, and more. Other setup options ↓
Fetch details of all accounts within a specified budget. Use it when you need an overview of your account balances and types for better financial mana...
Retrieve all categories within a specified budget. Use it to gain insights into your spending areas and to refine your budgeting strategy. Returns det...
Fetch category groups within a specific budget to understand the structure and organization of your expenses. Use this when assessing grouped spending...
Retrieve a list of payees for a specified budget. This is useful when analyzing transaction details to understand where your money is going. Returns i...
Fetch transactions for a specified budget to review financial activity and track spending. Ideal for monitoring expenses, ensuring they align with you...
Retrieve a list of all budgets associated with your YNAB account. Use this when you need to see all the budgets you’ve created, enabling streamlined b...
Connect this YNAB MCP Bundle Server to any MCP client in minutes
Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.