# 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 ```bash # Connect this server (installs CLI if needed) npx -y @smithery/cli@latest mcp add ynab # Browse available tools npx -y @smithery/cli@latest tool list ynab # Get full schema for a tool npx -y @smithery/cli@latest tool get ynab YNAB_CREATE_ACCOUNT # Call a tool npx -y @smithery/cli@latest 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 … ```bash # Get full input/output schema for a tool npx -y @smithery/cli@latest tool get ynab ```