@oliverames/ynab-mcp-server 1.2.3 → 1.3.0

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Files changed (3) hide show
  1. package/README.md +23 -9
  2. package/index.js +1140 -1169
  3. package/package.json +2 -3
package/README.md CHANGED
@@ -10,9 +10,9 @@
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  </p>
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  <p align="center">
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- <code>43 tools</code> &bull;
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+ <code>44 tools</code> &bull;
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  <code>100% API coverage</code> &bull;
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- <code>YNAB API v1.79</code>
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+ <code>YNAB API v1.82</code>
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  </p>
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  <p align="center">
@@ -121,14 +121,14 @@ That's it. Your AI can now talk to YNAB.
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  ## Features
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- **Complete YNAB API v1.79 coverage** with 43 tools:
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+ **Complete YNAB API v1.82 coverage** with 44 tools:
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  | Resource | Tools | Capabilities |
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  |----------|-------|-------------|
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  | **Budgets** | 4 | List, view details, settings |
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  | **Accounts** | 3 | List, view, create |
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  | **Categories** | 9 | Full CRUD, groups, search, goals, monthly budgets |
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- | **Payees** | 4 | List, view, rename, search |
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+ | **Payees** | 5 | List, view, create, rename, search |
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  | **Payee Locations** | 3 | GPS coordinates for mobile transactions |
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  | **Months** | 2 | Monthly summaries with per-category breakdown |
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  | **Money Movements** | 4 | Budget re-allocation tracking |
@@ -191,6 +191,7 @@ That's it. Your AI can now talk to YNAB.
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  |------|-------------|
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  | `list_payees` | List all payees with transfer account mappings |
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  | `get_payee` | Get payee details |
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+ | `create_payee` | Create a new payee |
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  | `update_payee` | Rename a payee |
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  | `search_payees` | Case-insensitive partial name search |
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@@ -255,18 +256,31 @@ That's it. Your AI can now talk to YNAB.
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  | Variable | Required | Description |
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  |----------|----------|-------------|
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- | `YNAB_API_TOKEN` | Yes | [Personal access token](https://app.ynab.com/settings/developer) from YNAB Developer Settings |
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+ | `YNAB_API_TOKEN` | Yes* | [Personal access token](https://app.ynab.com/settings/developer) from YNAB Developer Settings |
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  | `YNAB_BUDGET_ID` | No | Default budget ID. If omitted, uses `"last-used"` (your most recently accessed budget). Run `list_budgets` to find IDs. |
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+ | `YNAB_OP_PATH` | No | 1Password secret reference for your API token (see below). Required only if using the 1Password fallback instead of `YNAB_API_TOKEN`. |
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+ *`YNAB_API_TOKEN` is required unless `YNAB_OP_PATH` is set.
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  ### 1Password Integration
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- If `YNAB_API_TOKEN` is not set in the environment, the server automatically attempts to resolve it from [1Password CLI](https://developer.1password.com/docs/cli/):
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+ If you store your YNAB token in [1Password CLI](https://developer.1password.com/docs/cli/), set `YNAB_OP_PATH` to your secret reference and omit `YNAB_API_TOKEN`:
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- ```
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- op://Development/YNAB API Token/credential
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+ ```json
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+ {
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+ "mcpServers": {
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+ "ynab": {
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+ "command": "npx",
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+ "args": ["-y", "@oliverames/ynab-mcp-server"],
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+ "env": {
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+ "YNAB_OP_PATH": "op://Personal/YNAB API Token/credential"
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+ }
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+ }
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+ }
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+ }
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  ```
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- This means you can skip setting the env var entirely if you have `op` installed and a service account or session active. The fallback adds ~1-2s to startup and is silently skipped if 1Password is unavailable.
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+ The fallback adds ~1-2s to startup and is silently skipped if `op` is unavailable or the item is not found.
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  ---
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