MCP YNAB Server

A Model Context Protocol (MCP) server for integrating with You Need A Budget (YNAB) API.

Description

This MCP server provides a bridge between AI assistants and the YNAB budgeting application, allowing for seamless budget management and financial data access through conversational interfaces.

Features

• Tools: Placeholder tools for YNAB operations (to be implemented)
• Resources: Access to YNAB budget data (to be implemented)
• Prompts: Budget-related prompt templates (to be implemented)

Installation

1. Clone this repository:

   git clone https://github.com/richdooz/mcp-ynab.git
   cd mcp-ynab

2. Install dependencies:

   npm install

3. Set up environment variables:

   cp .env.example .env
   # Edit .env with your YNAB API key and other configuration

Configuration

Create a .env file based on .env.example and configure the following:

• YNAB_API_KEY: Your YNAB Personal Access Token
• YNAB_BUDGET_ID: (Optional) Specific budget ID to target
• Other configuration options as needed

Usage

Development

npm run dev

Production

npm start

As an MCP Server

This server is designed to be used with MCP-compatible clients. Configure your MCP client to use this server:

{
  "mcpServers": {
    "ynab": {
      "command": "node",
      "args": ["path/to/mcp-ynab/src/index.js"]
    }
  }
}

Development

This is currently a placeholder implementation. The following areas need development:

Tools to Implement

• Budget retrieval
• Account management
• Transaction operations
• Category management
• Goal tracking

Resources to Implement

• Budget summaries
• Account balances
• Transaction histories
• Category spending reports

Prompts to Implement

• Budget analysis prompts
• Spending advice templates
• Financial goal setting

API Reference

Tools

Currently includes placeholder tools. Real YNAB integration tools will be added.

Resources

Currently includes placeholder resources. Real YNAB data resources will be added.

Prompts

Currently includes placeholder prompts. Real budget-related prompts will be added.

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests if applicable
5. Submit a pull request

License

MIT License - see LICENSE file for details

Requirements

• Node.js >= 18.0.0
• YNAB Personal Access Token
• MCP-compatible client

Support

For issues and questions, please use the GitHub issue tracker.