Leina 
Wanta 
Find Budget Plans
Identify an accessible budget plan from its returned name and plan ID.
/oo YNAB: List my YNAB plans and summarize their returned names and IDs.
Connect YNAB to Your AI Agent
Start by selecting a budget plan, then ask questions about the transactions returned for it.
15 tools API key
Try a YNAB Task
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
oo Skill YNAB
Review Plan Transactions
Read transactions for a selected plan and explain categories and monetary units in the response.
/oo YNAB: List transactions for plan [plan_id] and summarize returned spending categories with the amount units explained.
Start Working with YNAB
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Install OOMOL
Set up oo CLI and the oo Skill in your agent.
Install OOMOL → -
Connect YNAB
Connect with your YNAB Personal Access Token.
Connect YNAB → -
Give Your Agent a Task
Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →
Choose Your Agent
- A YNAB plan you can access; obtain its plan_id before reading transactions.
- Prefer returned *_currency decimal values or *_formatted text when explaining money. Raw amount fields use milliunits: divide by 1,000 to obtain currency units, and do not convert fields already expressed as currency again.
YNAB Tools
Identify an accessible budget plan from its returned name and plan ID. Read transactions for a selected plan and explain categories and monetary units in the response.
Find Budget Plans
List YNAB plans with summary information.
Review Plan Transactions
List YNAB plan transactions.
15 tools
Get User
Retrieve the authenticated YNAB user.
ynab.get_user List Plans
List YNAB plans with summary information.
ynab.list_plans Get Plan
Retrieve a single YNAB plan with related entities.
ynab.get_plan Get Plan Settings
Retrieve settings for a YNAB plan.
ynab.get_plan_settings List Accounts
List accounts for a YNAB plan.
ynab.list_accounts Get Account
Retrieve a single YNAB account.
ynab.get_account List Categories
List categories grouped by category group for a YNAB plan.
ynab.list_categories Get Category
Retrieve a single YNAB category.
ynab.get_category Get Month Category
Retrieve a YNAB category for a specific plan month.
ynab.get_month_category List Months
List months for a YNAB plan.
ynab.list_months Get Month
Retrieve a single YNAB plan month.
ynab.get_month List Payees
List payees for a YNAB plan.
ynab.list_payees Get Payee
Retrieve a single YNAB payee.
ynab.get_payee List Transactions
List YNAB plan transactions.
ynab.list_transactions Get Transaction
Retrieve a single YNAB transaction.
ynab.get_transaction No matching tools.
Frequently Asked Questions
What can AI help me do with YNAB?
Find your YNAB budget plans and use their transaction records to review spending categories.
What should I know before using YNAB results?
Prefer returned *_currency decimal values or *_formatted text when explaining money. Raw amount fields use milliunits: divide by 1,000 to obtain currency units, and do not convert fields already expressed as currency again.
What do I need to connect YNAB?
Connect a YNAB personal access token with access to the plan. Retrieve its plan_id before requesting transactions.