Ynab (verified)
YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt
Quick Start
# Connect this server (installs CLI if needed)
npx -y smithery mcp add ynab
# Browse available tools
npx -y smithery tool list ynab
# Get full schema for a tool
npx -y smithery tool get ynab YNAB_CREATE_ACCOUNT
# Call a tool
npx -y smithery tool call ynab YNAB_CREATE_ACCOUNT '{}'Direct MCP Connection
Endpoint: https://ynab.run.tools
Tools (27)
YNAB_CREATE_ACCOUNT— Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.YNAB_CREATE_SCHEDULED_TRANSACTION— Tool to create a scheduled transaction. Use when you need to set up a repeating transaction in a budget.YNAB_DELETE_SCHEDULED_TRANSACTION— Tool to delete an existing scheduled transaction. Use after confirming the scheduled transaction ID.YNAB_GET_ACCOUNT_BY_ID— Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining…YNAB_GET_BUDGET_BY_ID— Tool to retrieve a single budget by ID. Use when you need detailed budget info including date and currency formats. Sup…YNAB_GET_BUDGET_MONTH— Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month aft…YNAB_GET_BUDGET_SETTINGS— Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a speci…YNAB_GET_CATEGORY_BY_ID— Tool to retrieve a single budget category by its ID. Use when you need detailed information about one category after co…YNAB_GET_MONTH_CATEGORY_BY_ID— Tool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need …YNAB_GET_PAYEE_BY_ID— Tool to retrieve a single payee by its ID. Use when you need full details of a payee after confirming the budget and pa…YNAB_GET_SCHEDULED_TRANSACTION_BY_ID— Tool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its I…YNAB_GET_TRANSACTION_BY_ID— Tool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction afte…YNAB_GET_USER— Tool to retrieve the authorized user's information. Use after authentication to get current user details.YNAB_LIST_ACCOUNTS— Tool to list all accounts in a budget. Use when you need to retrieve all accounts (optionally only changes since last s…YNAB_LIST_BUDGETS— Tool to list budgets available to the authorized user. Use when you need to retrieve all budgets for the account.YNAB_LIST_CATEGORIES— Tool to list all category groups and their categories for a budget. Use when you need the full set of budget categories…YNAB_LIST_MONTHS— Tool to list months for a budget with summary information. Use when you need an overview of all months or only changed …YNAB_LIST_PAYEE_LOCATIONS— Tool to list payee locations for a budget. Use when you need to retrieve all stored latitude/longitude details for paye…YNAB_LIST_PAYEE_LOCATIONS_BY_PAYEE— Tool to list locations associated with a payee. Use when you need all location entries of a given payee after confirmin…YNAB_LIST_PAYEES— Tool to list payees in a budget. Use when you need all payees or only those changed since a known server knowledge valu…YNAB_LIST_SCHEDULED_TRANSACTIONS— Tool to list scheduled transactions for a budget. Use after confirming the budget ID; supports delta sync via last_know…YNAB_LIST_TRANSACTIONS— Tool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget.YNAB_LIST_TRANSACTIONS_BY_ACCOUNT— Tool to list transactions for a specific account. Use when you need all or delta-filtered transactions for a given acco…YNAB_LIST_TRANSACTIONS_BY_CATEGORY— Tool to list transactions for a specific category (excludes pending). Use when you need completed transactions for a gi…YNAB_LIST_TRANSACTIONS_BY_PAYEE— Tool to list transactions for a specific payee in a budget. Use when you need to fetch all non-pending transactions for…YNAB_UPDATE_PAYEE— Tool to update a payee. Use when you need to rename an existing payee.YNAB_UPDATE_SCHEDULED_TRANSACTION— Tool to update an existing scheduled transaction. Use when you need to change details of a scheduled transaction after …
# Get full input/output schema for a tool
npx -y smithery tool get ynab