Name: YNAB Server
Author: ChuckBryan

Question 1

What is the YNAB MCP Server?

Accepted Answer

The YNAB MCP Server is an implementation of the Model Context Protocol (MCP) that allows AI assistants to securely access and analyze your YNAB (You Need A Budget) financial data.

Question 2

What is MCP (Model Context Protocol)?

Accepted Answer

MCP is a standard that enables AI assistants to interact with external tools and services. It allows AI models to access real-time data, call functions in external systems, interact with APIs securely, and provide contextual analysis based on your personal data.

Question 3

How does the YNAB MCP Server work?

Accepted Answer

The YNAB MCP Server acts as a bridge between your YNAB API and AI assistants. It allows AI to query your budget information, analyze spending patterns, check account balances, track financial goals, and get insights about your financial habits, all while keeping your YNAB API token secure.

Question 4

What are the key features of the YNAB MCP Server?

Accepted Answer

Key features include retrieving user and budget information, listing categories and transactions, managing accounts and payees, and providing financial analysis tools such as current month snapshot and income vs. expense summaries.

Question 5

What are the prerequisites for using the YNAB MCP Server?

Accepted Answer

You need a YNAB Account with API access, an MCP-compatible client (e.g., Claude for Desktop), and either Docker or the .NET 9 SDK installed.

Question 6

How do I install the YNAB MCP Server?

Accepted Answer

You can install it via Smithery using the command `npx -y @smithery/cli install @ChuckBryan/ynabmcpserver --client claude` or manually using Docker or the .NET 9 SDK following the instructions in the project's README.

Question 7

How do I configure the YNAB MCP Server?

Accepted Answer

You need to set the `YNAB_API_TOKEN` environment variable with your YNAB API token.

Question 8

Is my financial data secure when using the YNAB MCP Server?

Accepted Answer

Yes, the YNAB MCP Server runs locally on your machine and does not share your YNAB API token with third parties. The API token is only used to communicate directly with the YNAB API.

Question 9

Can I extend the functionality of the YNAB MCP Server?

Accepted Answer

Yes, you can add new MCP tools by adding methods to `YnabTools.cs`, decorating them with `[McpServerTool]` and `[Description]` attributes, and then rebuilding and restarting the server.

Question 10

How can I contribute to the YNAB MCP Server project?

Accepted Answer

Contributions are welcome! You can submit a Pull Request with your changes.

Question 11

How does the YNAB MCP Server integrate with the UBOS platform?

Accepted Answer

By integrating the YNAB MCP Server with the UBOS platform, you can create custom AI Agents tailored for financial management. UBOS's full-stack AI Agent development platform allows you to orchestrate AI Agents, connect them with your enterprise data, and build Multi-Agent Systems for advanced financial tasks.

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