MCP Serversynab-mcp-server
Created at 8 months ago
by MCP-Mirror
Mirror of
Categories
finance
Tags
ynab
mcp
budgeting
finance
What is ynab-mcp-server?
The ynab-mcp-server is a Model Context Protocol (MCP) server designed to facilitate interaction with YNAB (You Need A Budget) budgets through AI conversations. It allows users to manage their budgeting tasks efficiently.
How to use ynab-mcp-server?
To use the ynab-mcp-server, you need to set up your environment variables, including your YNAB Personal Access Token. After installation, you can interact with your YNAB budgets via AI prompts.
Key features of ynab-mcp-server?
- List available budgets and select a default budget.
- Manage overspent categories and add new transactions.
- Approve transactions and check total monthly spending against income.
- Auto-distribute funds based on category targets.
Use cases of ynab-mcp-server?
- Automating budget management tasks through AI.
- Simplifying the process of adding and approving transactions.
- Providing insights into spending habits and budget allocations.
FAQ from ynab-mcp-server?
- What is required to use the server?
You need a YNAB Personal Access Token and to set up specific environment variables.
- Can I use this server for multiple budgets?
Yes, you can select from multiple budgets available in your YNAB account.
- Is there a way to automate transaction approvals?
Yes, the server provides tools to manage and approve transactions automatically.
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