Ynab

Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.

Tool to create a scheduled transaction. Use when you need to set up a repeating transaction in a budget.

Tool to delete an existing scheduled transaction. Use after confirming the scheduled transaction ID.

Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.

Tool to retrieve a single budget by ID. Use when you need detailed budget info including date and currency formats. Supports optional delta via last_knowledge_of_server.

Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID.

Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.

Tool to retrieve a single budget category by its ID. Use when you need detailed information about one category after confirming the budget selection.

Tool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need month-specific category details.

Tool to retrieve a single payee by its ID. Use when you need full details of a payee after confirming the budget and payee selection.

Tool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its ID after confirming the budget.

Tool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction after confirming the budget.

Tool to retrieve the authorized user's information. Use after authentication to get current user details.

Tool to list all accounts in a budget. Use when you need to retrieve all accounts (optionally only changes since last sync) after confirming the budget ID.

Tool to list budgets available to the authorized user. Use when you need to retrieve all budgets for the account.

Tool to list all category groups and their categories for a budget. Use when you need the full set of budget categories or only those changed since last sync.

Tool to list months for a budget with summary information. Use when you need an overview of all months or only changed months since a given knowledge value (delta requests).

Tool to list payee locations for a budget. Use when you need to retrieve all stored latitude/longitude details for payees under a specific budget.

Tool to list locations associated with a payee. Use when you need all location entries of a given payee after confirming the budget.

Tool to list payees in a budget. Use when you need all payees or only those changed since a known server knowledge value.

Tool to list scheduled transactions for a budget. Use after confirming the budget ID; supports delta sync via last_knowledge_of_server.

Tool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget.

Tool to list transactions for a specific account. Use when you need all or delta-filtered transactions for a given account after confirming the budget and account ID.

Tool to list transactions for a specific category (excludes pending). Use when you need completed transactions for a given category after obtaining budget_id and category_id.

Tool to list transactions for a specific payee in a budget. Use when you need to fetch all non-pending transactions for a payee after confirming budget and payee IDs.

Tool to update a payee. Use when you need to rename an existing payee.

Tool to update an existing scheduled transaction. Use when you need to change details of a scheduled transaction after confirming IDs.