Ynab

Learn how to use Ynab with Composio

Overview

SLUG: YNAB

Description

YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt

Authentication Details

client_id
stringRequired
client_secret
stringRequired
full
stringDefaults to https://api.ynab.com/v1Required
oauth_redirect_uri
stringDefaults to https://backend.composio.dev/api/v1/auth-apps/add
scopes
stringDefaults to read-only
bearer_token
string

Connecting to Ynab

Create an auth config

Use the dashboard to create an auth config for the Ynab toolkit. This allows you to connect multiple Ynab accounts to Composio for agents to use.

1

Select App

Navigate to Ynab.

2

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

3

Create and Get auth config ID

Click “Create Ynab Auth Config”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using OAuth2

1from composio import Composio
2
3# Replace these with your actual values
4ynab_auth_config_id = "ac_YOUR_YNAB_CONFIG_ID" # Auth config ID created above
5user_id = "0000-0000-0000" # UUID from database/application
6
7composio = Composio()
8
9
10def authenticate_toolkit(user_id: str, auth_config_id: str):
11 connection_request = composio.connected_accounts.initiate(
12 user_id=user_id,
13 auth_config_id=auth_config_id,
14 )
15
16 print(
17 f"Visit this URL to authenticate Ynab: {connection_request.redirect_url}"
18 )
19
20 # This will wait for the auth flow to be completed
21 connection_request.wait_for_connection(timeout=15)
22 return connection_request.id
23
24
25connection_id = authenticate_toolkit(user_id, ynab_auth_config_id)
26
27# You can also verify the connection status using:
28connected_account = composio.connected_accounts.get(connection_id)
29print(f"Connected account: {connected_account}")

Tools

Executing tools

To prototype you can execute some tools to see the responses and working on the Ynab toolkit’s playground

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000" # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["YNAB"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def invoke_llm(task = "What can you do?"):
17 completion = openai.chat.completions.create(
18 model="gpt-4o",
19 messages=[
20 {
21 "role": "user",
22 "content": task, # Your task here!
23 },
24 ],
25 tools=tools,
26 )
27
28 # Handle Result from tool call
29 result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30 print(f"[!] Completion: {completion}")
31 print(f"[!] Tool call result: {result}")
32
33invoke_llm()

Tool List

This app has actions coming soon! Feel free to raise a request for it in our GitHub Issues.

You can also create custom actions for the app using Composio Auth.