Installation

Prerequisites

• Python 3.13+
• uv -- Python package and project manager
• YNAB Personal Access Token -- Required for API authentication

Get a YNAB Personal Access Token

1. Log in to YNAB
2. Go to Account Settings > Developer Settings (direct link)
3. Click New Token and follow the prompts
4. Copy the token -- you'll need it for configuration

Warning

Keep your token secret. It provides full access to your YNAB account data.

Install

uvx (recommended)pip installDevelopment setup

Run directly without installing -- the simplest option:

uvx --from you-need-an-advisor-mcp ynaa-mcp

This downloads and runs the latest version in an isolated environment. No project setup needed.

Install as a package:

pip install you-need-an-advisor-mcp

Or with uv:

uv add you-need-an-advisor-mcp

Clone and install for development:

git clone https://github.com/senivel/you-need-an-advisor-mcp.git
cd you-need-an-advisor-mcp
uv sync --group dev --group docs
uv run pre-commit install

See the Contributing guide for full development setup details.

Next steps

Head to the Quickstart to configure your MCP client and start asking questions about your budget.