| name | ynab |
| description | YNAB is a personal budgeting and financial planning platform that provides tools and APIs for managing accounts, transactions, budgets, and spending categories, allowing users and developers to track cash flow, automate budgeting workflows, and build integrations around household finance data. Read and write YNAB data through One: transactions, plans, scheduledtransactions, categories, accounts, payeelocations and more, 44 actions with real parameter documentation. Use whenever the user asks to look something up in YNAB, create or update a record there, or build code against the YNAB API. |
YNAB through One
YNAB is a personal budgeting and financial planning platform that provides tools and APIs for managing accounts, transactions, budgets, and spending categories, allowing users and developers to track cash flow, automate budgeting workflows, and build integrations around household finance data.
One exposes YNAB through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.
How to run an action
- Find the action in the table below, or call
search_one_platform_actions with platform ynab if it is not listed.
- Call
get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
- Call
execute_one_action with parameters copied from that knowledge.
Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.
Before you start
Call list_one_integrations once and confirm YNAB is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.
Each connection carries an field. If it reports the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.
