Quickstart

Connect your YNAB budget to Claude in under 2 minutes.

Step 1: Add to your MCP client

{
  "mcpServers": {
    "ynab": {
      "url": "https://api.ynabmcp.com/mcp"
    }
  }
}

Claude Desktop config location:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

Step 2: Connect and start asking questions

After restarting Claude, try asking:

What are my top spending categories this month?

The first time you use a YNAB tool, you'll be prompted to sign in with your YNAB account. After authorizing, you're ready to go.

Example prompts

• "How much did I spend on groceries last month?"
• "What are my recurring subscriptions?"
• "Show me all Amazon purchases over $50"
• "Am I over budget in any categories?"
• "Compare my dining out spending month over month"

Next steps