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Integration

YNAB

Budgeting: budgets, accounts, categories and transactions. Your client pastes their YNAB key once, and your agent or your code works with their access.

Accounting

About YNAB

YNAB, You Need A Budget, is a budgeting app built on giving every dollar a job.

With your client's YNAB connected, your agent can work with budgets, accounts, categories and transactions.

YNAB

YNAB · Accounting

API key

Budgeting: budgets, accounts, categories and transactions

The client pastes their API key from YNAB's settings. We store it encrypted.

Tested against YNAB's live API.

Tools

Every tool your agent gets for YNAB. Select one to see its inputs and an example call.

  • Loading every tool…

Building with YNAB? The docs have setup steps and code for every tool.

Open the YNAB docs

Any other endpoint

The request tool calls any YNAB endpoint the tools above don't cover, with the client's access attached.

Base URL for request

https://api.youneedabudget.com/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/ynab/{path}

    Any endpoint of YNAB's own API, with the client's access attached.

    servicestringrequired
    This service: ynab
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.youneedabudget.com/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the YNAB key you paste, with only the access you gave that key

Related

More in Accounting

Browse every service

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