Interact with your YNAB budget through AI conversations. Manage your finances effortlessly by adding transactions, approving expenses, and checking your budget status with simple commands.
Tools
budget_summary
Get a summary of the budget for a specific month highlighting overspent categories that need attention and categories with a positive balance that are doing well.
create_transaction
Creates a new transaction in your YNAB budget. Either payee_id or payee_name must be provided in addition to the other required fields.
get_unapproved_transactions
Gets unapproved transactions from a budget. First time pulls last 3 days, subsequent pulls use server knowledge to get only changes.
list_budgets
Lists all available budgets from YNAB API
Installation
Configuration
Security
secure
Monthly Tool Calls
13