Ynab MCP Server by calebl

Findings (3)

• mediumMedium. Worth checking, often a vulnerable dependency or a setup problem.
  zod@3.25.76: 1 known vulnerability

  GHSA-mrhx-c7xc-m3w5

  package-lock.json
• lowLow. Minor, or common in normal tools. Shown for information.
  package.json has a prepare script

  npm run build

  package.json
• lowLow. Minor, or common in normal tools. Shown for information.
  No manifest declaring network access and environment variables (agent.json)

Network activity

Tools exposed (22)

• ynab_list_plans

  Lists all available plans from YNAB API

• ynab_plan_summary

  Get a summary of the plan for a specific month highlighting overspent categories that need attention and categories with a positive balance that are doing well. Set budgetVsActuals to also compare assigned with actual spending that month: budgeted, activity, balance, variance (budgeted plus activity

• ynab_create_transaction

  Creates a new transaction in your YNAB plan. The account can be given as accountId or accountName, and the category as categoryId or categoryName - names are fuzzy-matched against the plan. Either payeeId or payeeName must also be provided. To split the transaction across categories, pass subtransac

• ynab_update_category_budget

  Sets the total budgeted amount for one category in a specific month (not an increment). To move money between categories, use ynab_move_money instead.

• ynab_update_transaction

  Updates an existing transaction. All fields except transactionId are optional - only provide fields you want to change. Pass subtransactions to split an ordinary transaction across categories; YNAB cannot re-split a transaction that is already split.

• ynab_bulk_approve_transactions

  Approves (or, with approved: false, un-approves) one or more transactions in a single API call.

• ynab_list_payees

  Lists all payees in a plan. Useful for finding payee IDs when creating transactions.

• ynab_get_transactions

  Gets transactions from a plan, optionally between a start and end date and by type (all, uncategorized or unapproved). Filter by at most one of account, category or payee: they cannot be combined, and if several are given only the first in that order is applied. To search, add payee or memo text, an

• ynab_delete_transaction

  Deletes a transaction from the plan. This action cannot be undone.

• ynab_list_categories

  Lists all categories in a plan, grouped by category group. Useful for finding category IDs when creating transactions or updating budgeted amounts.

• ynab_list_accounts

  Lists all accounts in a plan. Useful for finding account IDs when creating transactions.

• ynab_list_scheduled_transactions

  Lists the scheduled transactions set up in YNAB. To find recurring charges in transaction history, including ones that are not scheduled, use ynab_detect_recurring. For a projected balance, use ynab_balance_forecast.

• ynab_import_transactions

  Imports available transactions on all linked accounts for the plan. This triggers an import from connected financial institutions (equivalent to clicking 'Import' in the YNAB app).

• ynab_list_months

  Lists every plan month since the plan began, with raw summary fields: income, budgeted, activity, Ready to Assign, age of money and the month note. For income-versus-spending questions over recent months, use ynab_cash_flow instead.

• ynab_move_money

  Moves budgeted money from one category to another in a given month, typically to cover overspending. YNAB has no single move endpoint, so this reads both categories and rewrites their budgeted amounts; if the second write fails the response says exactly which half was applied.

• ynab_auto_assign

  Distributes Ready to Assign across categories whose monthly goal is not yet fully funded, largest shortfall first, until the money runs out. Set dryRun to see the plan without changing anything.

• ynab_spending_by_category

  Totals spending per category over a date range, biggest spend first. Splits are counted through their subtransactions, and transfers between your own accounts are excluded. Totals are gross outflows: refunds and other inflows aren't netted, so they can differ from a category's activity in YNAB. With

• ynab_spending_by_payee

  Totals spending per payee over a date range, biggest spend first - where the money actually goes by merchant. Splits are counted through their subtransactions, and transfers between your own accounts are excluded. Totals are gross outflows: refunds and other inflows aren't netted, so they can differ

• ynab_cash_flow

  Income versus spending, month by month, so you can see whether you are running a surplus. Uses YNAB's own monthly totals rather than re-adding transactions. For a projected balance, use ynab_balance_forecast.

• ynab_balance_forecast

  Projects the combined balance of your accounts over the next N days (from today in UTC) from scheduled transactions only: the starting balance, the scheduled events, the end-of-day running balance and the lowest point. Income or spending that is not scheduled in YNAB is not in the forecast. Transfer

• ynab_detect_recurring

  Finds recurring outflows (subscriptions, bills, memberships) in transaction history by payee, similar amount and regular spacing, whether or not they are scheduled in YNAB. For the scheduled transactions set up in YNAB, use ynab_list_scheduled_transactions. Gives each one's cadence, typical amount,

• ynab_apply_category_suggestions

  Applies explicitly supplied category suggestions after refetching and verifying every transaction fingerprint. Never auto-applies, approves, or calls TypeSafe. Supports dry-run and returns a pre-write undo manifest.