You Need a Budget MCP Server

you_need_a_budget

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 in your preferred client or deploy it to your own app

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Open the Claude Desktop app
Go to Settings, then Developer
Click Edit Config
Open the claude_desktop_config.json file
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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