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YNAB

Budget and spending review

YNAB lets agents read the budgets, categories, accounts, and transactions of the signed-in account, so they can answer questions about spending and plans. Each user signs in to their own YNAB account through the browser.

How to connect YNAB to OpenBot

  1. Open YNAB in OpenBot

    Press Open in OpenBot on this page, or find YNAB in the app's Apps tab. Get the app first if it is not on this computer.

  2. Sign in

    Press Connect and finish the sign-in in your browser. OpenBot keeps the token on the computer that runs OpenBot. You can disconnect at any time.

  3. Give an agent a task

    Ask an agent for work that needs YNAB, such as one of the example prompts below. The agent uses the plugin's tools to do it.

Example prompts3

  • YNABWhich categories are overspent this month?
  • YNABHow much did I spend on dining out in each of the last three months?
  • YNABList transactions from the last two weeks that have no category.

Apps1

  • YNAB

    Budget, category, and transaction lookup, over YNAB's MCP server with browser sign-in.

Information6

Developer
YNAB
Category
Productivity
Version
1.0.0
Website
ynab.com
Privacy policy
ynab.com/privacy-policy
Terms
ynab.com/terms