Use YNAB from Claude
Add the YNAB connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorYNAB
YNAB integration for Claude and Codex
Create a YNAB connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryFinance & Accounting
Use YNAB from Codex
Add the YNAB connection to a Space that runs Codex, then use it from every channel in that Space.
Use YNAB from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the YNAB connector can do
YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt
One connection, many Spaces
Connect YNAB once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Create a new account in a budget
Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.
- Create Scheduled Transaction
Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.
- Delete Scheduled Transaction
Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_scheduled_transactions or get_scheduled_transaction_by_id before calling this.
- Get Account by ID
Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.
- Get Budget By ID
Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name, date/currency formats) - All accounts with balances - Category groups and categories with budgeted amounts and balances - All payees - All transactions and scheduled transactions (optional, may be large) For incremental syncing, use last_knowledge_of_server to only fetch changes since your last request. Note: Currency amounts are in 'milliunits' format (divide by 1000 for standard units).
Connection
API and auth details
YNAB offers a budgeting API for reading budgets, accounts, categories, payees, months, transactions, scheduled transactions, and server knowledge, plus creating or updating transactions for personal finance automation.
- Source
- Type catalog metadata
- Auth schemes
- OAuth
- API docs
- https://api.ynab.com/
- API reference
- https://api.ynab.com/v1
- Official site
- https://www.ynab.com/
FAQ
Questions people ask before connecting YNAB
Can Claude use YNAB?
Yes. Add a YNAB connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with YNAB through Type?
Yes. Add a YNAB connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a YNAB MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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