YNAB MCP server
PlannedRead budgets, categorize transactions, and reconcile accounts.
Why YNAB is in the catalog
Personal finance workflows are available only through community MCP connectors.
What an AI agent can do with YNAB
Read budgets, categorize transactions, and reconcile accounts.
Connect YNAB to your agent
Add mcpheaven once. Your agent then asks for YNAB by task or by slug:
# 1. add mcpheaven as an MCP server (Claude Code) claude mcp add --transport http mcpheaven https://mcpheaven.com/mcp \ --header "Authorization: Bearer mch_…" # 2. the agent looks it up { "name": "get_capability", "arguments": { "slug": "ynab" } }
YNAB MCP: questions and answers
Is there an official YNAB MCP server?
Personal finance workflows are available only through community MCP connectors. mcpheaven lists YNAB so agents can find it by task and reach it through one MCP endpoint.
What can an AI agent do with YNAB?
Read budgets, categorize transactions, and reconcile accounts. Agents find it by describing the task, for example with the search_capabilities tool.
How do I connect YNAB to Claude, Codex or Cursor?
Add mcpheaven once as an MCP server (https://mcpheaven.com/mcp) with an API key, then ask your agent for the task. It calls get_capability with the slug "ynab" for details.
Is the YNAB integration available?
The YNAB integration is planned. Agents can already discover it through mcpheaven's search, and it will become callable once the integration ships.
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YNAB is a trademark of YNAB. mcpheaven is not affiliated with or endorsed by YNAB.