YNAB MCP connector
Updated
YNAB (You Need A Budget) is a budgeting platform that helps individuals manage their finances using the zero-based budgeting method. The YNAB MCP connector allows AI agents to retrieve budget details, manage accounts, and track transactions across categories. It also supports creating new accounts, reviewing category and monthly budget breakdowns, and monitoring spending activity over time.
Authentication type
- API Key - Requires a static API key to be configured before the agent can connect to the service.
Uses
Use the YNAB MCP connector to perform the following actions:
- Track spending across multiple budgets and accounts in real time
- Automate transaction categorization and reconciliation for accurate financial reporting
- Monitor scheduled transactions to anticipate upcoming bills and income
- Sync payee and category data for consistent budget organization
- Bulk import or create transactions to save manual data entry time
- Update category allocations to adjust monthly budget targets on demand
- Retrieve historical budget months to analyze spending trends over time
- Manage payee locations to track where transactions occur geographically
Example prompts
Use the following example prompts to invoke YNAB MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all my YNAB budgets.What did I spend on groceries last month in YNAB?Create a new transaction for $45 at Whole Foods in YNAB.List all upcoming scheduled transactions in my YNAB budget.Update my dining out category budget for this month in YNAB.Show me all transactions for my checking account in YNAB.Find all payees I've used in YNAB this year.Delete the duplicate transaction from my YNAB account.Import my bank transactions into YNAB.What categories am I overspending in this month in YNAB?
YNAB MCP connector tools
The YNAB MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| getBudgets | List budgets |
| getBudgetById | Single budget |
| getAccounts | Account list |
| createAccount | Create a new account |
| getAccountById | Single account |
| getTransactionsByAccount | List account transactions |
| getCategories | List categories |
| getCategoryById | Single category |
| getTransactionsByCategory | List category transactions |
| getBudgetMonths | List budget months |
| getBudgetMonth | Single budget month |
| getMonthCategoryById | Single category for a specific budget month |
| updateMonthCategory | Update a category for a specific month |
| getPayeeLocations | List payee locations |
| getPayeeLocationById | Single payee location |
| getPayees | List payees |
| getPayeeById | Single payee |
| getPayeeLocationsByPayee | List locations for a payee |
| getTransactionsByPayee | List payee transactions |
| getScheduledTransactions | List scheduled transactions |
| getScheduledTransactionById | Single scheduled transaction |
| getBudgetSettingsById | Budget Settings |
| getTransactions | List transactions |
| updateTransactions | Update multiple transactions |
| createTransaction | Create a single transaction or multiple transactions |
| bulkCreateTransactions | Bulk create transactions |
| importTransactions | Import transactions |
| deleteTransaction | Deletes an existing transaction |
| getTransactionById | Single transaction |
| updateTransaction | Updates an existing transaction |
| getUser | User info |
