v0.2.0 — install anywhere, and a place to start
The theme is reach and first contact: getting the server installed without
editing JSON, and giving an assistant somewhere to begin once it is.
Installing
- An MCPB bundle for desktop hosts. The host asks for the token in a form
and stores it in the OS keychain, so there is no config file to edit and
no credential left in plain text. A checkbox controls writes. - A Claude Code plugin and marketplace: two commands, no JSON.
- A published container image for linux/amd64 and linux/arm64.
- Listed in the MCP Registry.
Every manifest that carries a version is generated from pyproject.toml and
checked in CI, so an install surface cannot quietly fetch a previous
release.
Using
- Six guided prompts, which most clients surface as slash commands:
monthly review, weekly triage, categorize and approve, subscription
audit, cash position, and review-and-undo. - Three reference resources covering the YNAB method, write safety, and
which tool to reach for. Fetched on demand, so they cost nothing until
a client asks. - Every tool now carries a readable title and an honest destructive hint,
for the permission dialogs clients show before a call touches real data.
New tool
- analysis_recurring_charges answers what subscriptions actually cost per
year. It groups by YNAB's payee id rather than payee names, so no fuzzy
matching is involved, and it requires a consistent amount as well as a
steady cadence — without that second test a weekly grocery run reads as
a subscription.
Correctness
- Text YNAB returns HTML-escaped is decoded on the way in, so a payee reads
as B&H Photo Video. Writes still send exactly what the caller supplied. - Write field lengths are checked against YNAB's own limits before the
request leaves, which matters most in bulk writes where one over-long
memo otherwise fails the whole batch. - Invalid arguments are reported as validation errors naming the field,
rather than as internal errors.
Verified against the live YNAB API across every read-only tool, and from a
clean install of the wheel, the sdist, and the container image.