Connect your account, then chat with AI to run tools.
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.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsDomain knowledge for YNAB — workflow patterns, data models, and gotchas for your AI agent.
YNAB organizes budgets by Budget. Budgets contain Accounts (bank accounts), Category Groups, Categories (envelope buckets), and Payees. Transactions link accounts to categories.
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...
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. It provides 6 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/you-need-a-budget-ynab. Authentication is handled automatically.
YNAB provides 6 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
YNAB uses API Key or One-click sign in. YNAB requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect YNAB to any MCP client in minutes
https://mcp.mcpbundles.com/bundle/you-need-a-budget-ynabThe link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.
YNAB and paste the MCP URL into Remote MCP server URL.Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).
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