Integration

YNAB integration

You Need A Budget personal finance and budgeting app API for managing budgets, accounts, and transactions

Connect YNAB How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in YNAB.Built from the 32 YNAB tools below, on the connection you add once.

Common YNAB use cases

budget analysis
balance check
financial view
bill tracking
expense entry
payee details
settings view
budget details
rename a payee
account details

What you can do with YNAB

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Transaction, 9 operations

bulk_update_transactionsBulk update transactionsPATCHUpdates multiple transactions at once by id or import_id.
create_transactionCreate transactionPOSTCreates a new transaction in a budget.
delete_transactionDelete transactionDELETEDeletes a transaction from a budget.
get_transactionGet transactionGETRetrieves detailed information about a transaction.
import_transactionsImport transactionsPOSTImports transactions from linked bank accounts.
list_account_transactionsList account transactionsGETLists transactions for a specific account.
list_category_transactionsList category transactionsGETLists transactions for a specific spending category.
list_transactionsList transactionsGETLists transactions for a budget.
update_transactionUpdate transactionPUTUpdates an existing transaction.

Scheduled transaction, 5 operations

create_scheduled_transactionCreate scheduled transactionPOSTCreates a new scheduled/recurring transaction.
delete_scheduled_transactionDelete scheduled transactionDELETEDeletes a scheduled/recurring transaction.
get_scheduled_transactionGet scheduled transactionGETRetrieves a single scheduled transaction.
list_scheduled_transactionsList scheduled transactionsGETLists scheduled and recurring transactions.
update_scheduled_transactionUpdate scheduled transactionPUTUpdates an existing scheduled transaction.

Account, 3 operations

create_accountCreate accountPOSTCreates a new account in a budget.
get_accountGet accountGETRetrieves detailed information about an account.
list_accountsList accountsGETLists all accounts in a budget.

Category, 3 operations

get_categoryGet categoryGETRetrieves detailed information about a category.
list_categoriesList categoriesGETLists all category groups and categories.
update_categoryUpdate categoryPATCHUpdates a category's budgeted amount for a month.

Payee, 3 operations

get_payeeGet payeeGETRetrieves detailed information about a payee.
list_payeesList payeesGETLists all payees in a budget.
update_payeeUpdate payeePATCHUpdates a payee's name.

Payee location, 3 operations

get_payee_locationGet payee locationGETRetrieves a single payee location by ID.
list_payee_locationsList payee locationsGETLists all payee locations stored in a budget.
list_payee_payee_locationsList payee payee locationsGETLists all locations for a specific payee.

Budget, 2 operations

get_budgetGet budgetGETRetrieves detailed information about a budget.
list_budgetsList budgetsGETLists all budgets for the user.

Month, 2 operations

get_monthGet monthGETRetrieves detailed information about a budget month.
list_monthsList monthsGETLists all budget months.

Setting, 1 operation

get_budget_settingsGet budget settingsGETRetrieves budget settings and preferences.

User, 1 operation

get_userGet userGETRetrieves the authenticated user profile.

Use YNAB from Claude Code, Cursor or Codex

Connect YNAB in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its YNAB operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect YNAB

Create your workspace
Sign up free. Nothing to install.
Connect YNAB once
Add your YNAB connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

YNAB integration FAQ

What can you do with the YNAB integration?

LiveContext exposes 32 operations on YNAB, covering transaction, scheduled transaction, account and category. Common uses include budget analysis, balance check and financial view.