You Need a Budget MCP Server

Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

Business Management

Getting started

Configure and install the MCP server for your preferred client

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 5 actions as tools in your MCP client

Create Transaction

Creates a single transaction. See the docs

Get Account

Get an account specified by ID. See the docs

List Accounts

List all accounts for a specific budget. See the docs

Update Category Budget

Update a category budget for a specific month. See the docs

Update Transaction

Update an existing transaction. See the docs

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