27 available actions
What your AI agent can do in YNAB
YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 27 actions.
Common starting points
- Get Budget MonthTool to retrieve a specific budget month.
- Get Budget SettingsTool to retrieve budget-level settings.
- Create a new account in a budgetTool to create a new account in a budget.
- Create Scheduled TransactionCreates a scheduled (recurring) transaction in a YNAB budget.
- Update PayeeTool to update a payee.
- Update Scheduled TransactionUpdate an existing scheduled transaction in YNAB.
Browse all 27 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 22 actions
- Get Account by IDTool to retrieve a single account resource.
- Get Budget By IDRetrieve a complete budget export by ID, including all accounts, categories, payees, and transactions.
- Get Budget MonthTool to retrieve a specific budget month.
- Get Budget SettingsTool to retrieve budget-level settings.
- Get Category by IDRetrieve a single YNAB budget category by its ID.
- Get Month Category By IDTool to retrieve a single category for a specific budget month.
- Get Payee by IDTool to retrieve a single payee by its ID.
- Get Scheduled Transaction by IDTool to retrieve a single scheduled transaction.
- Get Transaction by IDTool to retrieve a single transaction by its ID.
- Get Authorized UserTool to retrieve the authorized user's information.
- List AccountsRetrieves all accounts for a specified YNAB budget.
- List BudgetsRetrieves all budgets accessible to the authenticated YNAB user.
- List CategoriesTool to list all category groups and their categories for a budget.
- List Budget MonthsTool to list months for a budget with summary information.
- List Payee LocationsRetrieves all GPS locations associated with payees in a budget.
- List Payee Locations by PayeeRetrieves all GPS locations associated with a specific payee in a budget.
- List payees in a budgetTool to list payees in a budget.
- List Scheduled TransactionsList all scheduled (recurring) transactions for a YNAB budget.
- List TransactionsTool to list transactions in a budget.
- List Transactions by AccountTool to list transactions for a specific account.
- List Transactions by CategoryTool to list transactions for a specific category (excludes pending).
- List Transactions by PayeeTool to list transactions for a specific payee in a budget.
Create & communicateCreate records or send supported messagesView 2 actions
- Create a new account in a budgetTool to create a new account in a budget.
- Create Scheduled TransactionCreates a scheduled (recurring) transaction in a YNAB budget.
Update & manageChange and manage existing recordsView 2 actions
- Update PayeeTool to update a payee.
- Update Scheduled TransactionUpdate an existing scheduled transaction in YNAB.
Remove & cancelRemove records or cancel supported workView 1 action
- Delete Scheduled TransactionPermanently deletes a scheduled transaction from a YNAB budget.
Connection record
A connection you can control.
- Sign-in
- OAuth sign-in
- Setup
- Sign in with your own YNAB account. Access is limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect YNAB
How does the agent connect to YNAB?
You sign in with your own YNAB account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from YNAB at any time.
What can the agent actually do in YNAB?
The page above lists the 27 actions currently available through the YNAB connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is YNAB included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until YNAB is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put YNAB to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.