Ynab
Your Toolhouse AI Worker can connect to Ynab using 27 specialized tools.
Auth Connection
This service requires an auth connection to use its tools. You can set this up in your Toolhouse dashboard under Auth Connections.
Tools (27)
Ynab Create Account
Ynab Create AccountIntegration name: YNAB_CREATE_ACCOUNT
Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
account
object
✅
—
The account object to create with name, type, and initial balance
budget_id
string
✅
"default"
ID of the budget in which to create the account. Use 'default' for the default budget or 'last-used' for the last used budget.
Ynab Create Scheduled Transaction
Ynab Create Scheduled TransactionIntegration name: YNAB_CREATE_SCHEDULED_TRANSACTION
Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
—
Budget UUID or literal 'last-used'/'default' to operate on
scheduled_transaction
object
✅
—
Scheduled transaction object to create
Ynab Delete Scheduled Transaction
Ynab Delete Scheduled TransactionIntegration name: YNAB_DELETE_SCHEDULED_TRANSACTION
Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_scheduled_transactions or get_scheduled_transaction_by_id before calling this.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"default"
The budget UUID, or use 'last-used' to target the last used budget, or 'default' when default budget selection is enabled.
scheduled_transaction_id
string
✅
"f1e2d3c4-b5a6-7890-cdef-1234567890ab"
The UUID of the scheduled transaction to delete. Obtain this from list_scheduled_transactions or get_scheduled_transaction_by_id.
Ynab Get Account By Id
Ynab Get Account By IdIntegration name: YNAB_GET_ACCOUNT_BY_ID
Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"default"
Budget identifier; use 'default' if the default budget selection is enabled for your OAuth app.
account_id
string
✅
"3f3b61fa-9850-4c36-bc25-xxxxxxxxxxxx"
Account identifier (UUID) within the specified budget.
Ynab Get Budget By Id
Ynab Get Budget By IdIntegration name: YNAB_GET_BUDGET_BY_ID
Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name, date/currency formats) - All accounts with balances - Category groups and categories with budgeted amounts and balances - All payees - All transactions and scheduled transactions (optional, may be large) For incremental syncing, use last_knowledge_of_server to only fetch changes since your last request. Note: Currency amounts are in 'milliunits' format (divide by 1000 for standard units).
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
—
The ID of the budget to retrieve. Use 'last-used' for the most recently accessed budget, or 'default' if default budget selection is enabled in YNAB settings.
last_knowledge_of_server
integer
—
Optional. If provided, returns only entities changed since this server knowledge value (delta request).
Ynab Get Budget Month
Ynab Get Budget MonthIntegration name: YNAB_GET_BUDGET_MONTH
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. Monetary amounts are returned in milliunits (divide by 1000 for standard currency). Response includes high-level aggregates and a nested category array within the month payload for per-category budget analysis.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
month
string
✅
"2023-07-01"
Budget month in ISO 8601 format (YYYY-MM-01) or 'current' for the current calendar month (UTC).
budget_id
string
✅
"default"
Budget identifier; if OAuth 'default budget selection' is enabled, you may use 'default'.
Ynab Get Budget Settings
Ynab Get Budget SettingsIntegration name: YNAB_GET_BUDGET_SETTINGS
Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
—
ID of the budget to fetch settings for. Supports special values like 'last-used' or 'default'.
Ynab Get Category By Id
Ynab Get Category By IdIntegration name: YNAB_GET_CATEGORY_BY_ID
Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current budget month (UTC). Requires both budget_id and category_id - use 'last-used' or 'default' for budget_id if you don't have a specific budget ID.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"last-used"
The budget ID (UUID format). Use 'last-used' for the most recently accessed budget, or 'default' if default budget selection is enabled.
category_id
string
✅
"e7a3f0c6-69cb-4f11-8d3d-0a7b27e8ef8b"
The unique identifier (UUID) of the category to retrieve.
Ynab Get Month Category By Id
Ynab Get Month Category By IdIntegration name: YNAB_GET_MONTH_CATEGORY_BY_ID
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.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
month
string
✅
"2016-12-01"
Budget month in ISO 8601 full-date format (YYYY-MM-DD).
budget_id
string
✅
"default"
Budget identifier; use 'default' if default budget selection is enabled.
category_id
string
✅
"e3f3c2d4-xxxx-4d3f-9155-abc123def456"
Category identifier (UUID) within the specified budget month.
Ynab Get Payee By Id
Ynab Get Payee By IdIntegration name: YNAB_GET_PAYEE_BY_ID
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.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
payee_id
string
✅
"c56d37d5-8c20-4a1a-888b-439e3b81875a"
The unique identifier (UUID) of the payee to retrieve.
budget_id
string
✅
"default"
The budget identifier. Can be a UUID, 'default' (if OAuth default budget selection is enabled), or 'last-used' to reference the last accessed budget.
Ynab Get Scheduled Transaction By Id
Ynab Get Scheduled Transaction By IdIntegration name: YNAB_GET_SCHEDULED_TRANSACTION_BY_ID
Tool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its ID after confirming the budget.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"last-used"
The budget UUID or special value: 'last-used' for the last accessed budget, or 'default' if default budget selection is enabled in YNAB settings.
scheduled_transaction_id
string
✅
"3fa85f64-5717-4562-b3fc-2c963f66afa6"
The UUID of the scheduled transaction to retrieve.
Ynab Get Transaction By Id
Ynab Get Transaction By IdIntegration name: YNAB_GET_TRANSACTION_BY_ID
Tool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction after confirming the budget.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"default"
The budget ID. Use 'default' to reference the default budget when OAuth default budget selection is enabled, or 'last-used' for the last accessed budget.
transaction_id
string
✅
"abcdef12-3456-7890-abcd-ef1234567890"
The UUID of the transaction to retrieve.
Ynab Get User
Ynab Get UserIntegration name: YNAB_GET_USER
Tool to retrieve the authorized user's information. Use after authentication to get current user details.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. No parameters required.
Ynab List Accounts
Ynab List AccountsIntegration name: YNAB_LIST_ACCOUNTS
Retrieves all accounts for a specified YNAB budget. Use this tool to: - Get a complete list of accounts (checking, savings, credit cards, loans, etc.) in a budget - Retrieve account IDs for use with other YNAB account-related operations - Monitor account balances (current, cleared, and uncleared) - Perform efficient delta syncing by passing last_knowledge_of_server Returns account details including balances in milliunits (1000 milliunits = 1 currency unit). For example, a balance of 150000 milliunits equals $150.00. Note: Use 'default' or 'last-used' as budget_id for convenience, or obtain specific budget UUIDs from the List Budgets endpoint.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"default"
The budget UUID or special value. Use 'default' for the user's default budget, or 'last-used' for the most recently accessed budget. Alternatively, provide a specific budget UUID obtained from the List Budgets endpoint.
last_knowledge_of_server
integer
—
If provided, only entities that have changed since this server knowledge value will be included in the response (delta request). Obtain this value from a previous response's server_knowledge field for efficient syncing.
Ynab List Budgets
Ynab List BudgetsIntegration name: YNAB_LIST_BUDGETS
Retrieves all budgets accessible to the authenticated YNAB user. Use this tool to: - Get a list of all budgets in the user's YNAB account - Retrieve budget IDs for use with other YNAB operations - Optionally include account details for each budget Returns budget summaries including name, last modification time, date range, and formatting preferences. Budget IDs from this response are required for most other YNAB API operations.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
include_accounts
boolean
—
If True, includes the list of accounts for each budget in the response.
Ynab List Categories
Ynab List CategoriesIntegration name: YNAB_LIST_CATEGORIES
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. Category names may include emojis or near-identical labels; always use category_id from the response in downstream requests.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"default"
Budget identifier; use 'default' if the default budget selection is enabled for your OAuth app.
last_knowledge_of_server
integer
42
For delta syncing: only return categories changed since this server knowledge. Response will include an updated server_knowledge.
Ynab List Months
Ynab List MonthsIntegration name: YNAB_LIST_MONTHS
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).
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"last-used"
The budget UUID to list months for. Use 'last-used' to specify the last accessed budget, or 'default' if default budget selection is enabled in the OAuth application settings.
last_knowledge_of_server
integer
42
Server knowledge value from a previous response. When provided, only months that have changed since this value will be returned (delta request). Omit for a full list of months.
Ynab List Payee Locations
Ynab List Payee LocationsIntegration name: YNAB_LIST_PAYEE_LOCATIONS
Retrieves all GPS locations associated with payees in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby payees. Use this tool when you need to find all recorded locations for payees in a budget. Note: Not all payees will have locations recorded.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"default"
The ID of the budget (UUID format). Use 'last-used' to specify the last used budget, or 'default' if default budget selection is enabled in your YNAB account settings.
Ynab List Payee Locations By Payee
Ynab List Payee Locations By PayeeIntegration name: YNAB_LIST_PAYEE_LOCATIONS_BY_PAYEE
Retrieves all GPS locations associated with a specific payee in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby payees. Use this tool when you need to find where a payee's transactions typically occur. Note: Not all payees will have locations recorded.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
payee_id
string
✅
"c56d37d5-8c20-4a1a-888b-439e3b81875a"
The unique identifier (UUID) of the payee to retrieve locations for.
budget_id
string
✅
"default"
The ID of the budget (UUID format). Use 'last-used' to specify the last used budget, or 'default' if default budget selection is enabled in your YNAB account settings.
Ynab List Payees
Ynab List PayeesIntegration name: YNAB_LIST_PAYEES
Tool to list payees in a budget. Use when you need all payees or only those changed since a known server knowledge value.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"last-used"
Budget identifier (UUID). Use 'last-used' to refer to the last accessed budget or 'default' if OAuth default budget selection is enabled.
last_knowledge_of_server
integer
0
Only return entities changed since this server knowledge value (delta requests).
Ynab List Scheduled Transactions
Ynab List Scheduled TransactionsIntegration name: YNAB_LIST_SCHEDULED_TRANSACTIONS
List all scheduled (recurring) transactions for a YNAB budget. Returns future-dated transactions that repeat on a schedule (e.g., rent, subscriptions, paychecks). Supports delta sync to fetch only changes since a previous request using the server_knowledge value.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"default"
The budget ID. Use 'last-used' to get the last used budget, or 'default' if default budget selection is enabled. Otherwise, provide the actual budget UUID.
last_knowledge_of_server
integer
10
Server knowledge value for delta sync. When provided, only scheduled transactions changed since this value are returned. Use the server_knowledge value from a previous response.
Ynab List Transactions
Ynab List TransactionsIntegration name: YNAB_LIST_TRANSACTIONS
Tool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget. Omitting all filters returns the full transaction history, which may produce large payloads; prefer since_date, type, or last_knowledge_of_server to scope results.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
type
string
—
Filter by transaction type; supported values: 'uncategorized', 'unapproved'.
budget_id
string
✅
"default"
Budget identifier (UUID). Use 'default' if default budget selection is enabled, or 'last-used' to specify the last used budget.
since_date
string
"2016-12-30"
Only include transactions on or after this ISO date (YYYY-MM-DD).
last_knowledge_of_server
integer
—
Optional. If provided, returns only entities changed since this server knowledge value (delta request).
Ynab List Transactions By Account
Ynab List Transactions By AccountIntegration name: YNAB_LIST_TRANSACTIONS_BY_ACCOUNT
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.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
type
string
—
If specified, only transactions of the specified type will be included. Use 'uncategorized' to get transactions without a category, or 'unapproved' to get transactions that have not been approved.
budget_id
string
✅
"default"
The ID of the budget. Use 'default' if default budget selection is enabled, or 'last-used' to specify the last used budget.
account_id
string
✅
—
The ID of the account to retrieve transactions from (UUID format).
since_date
string
"2024-01-01"
If specified, only transactions on or after this date will be included. The date should be ISO formatted (e.g., '2024-01-01').
last_knowledge_of_server
integer
—
The starting server knowledge value. If provided, only entities that have changed since this value will be included (delta request). Useful for syncing.
Ynab List Transactions By Category
Ynab List Transactions By CategoryIntegration name: YNAB_LIST_TRANSACTIONS_BY_CATEGORY
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. Response includes deleted transactions; filter client-side using the deleted boolean field.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
type
string
—
Filter by transaction type; supported values: 'uncategorized', 'unapproved'.
budget_id
string
✅
"default"
Budget identifier (UUID). Use 'default' if default budget selection is enabled, or 'last-used' to specify the last used budget.
since_date
string
"2016-12-30"
Only include transactions on or after this ISO date (YYYY-MM-DD). No upper-bound parameter exists; apply client-side filtering for bounded date ranges.
category_id
string
✅
"123e4567-e89b-12d3-a456-426655440000"
Category identifier whose transactions are to be retrieved. Confirm the exact UUID before fetching; category names may be ambiguous due to similar labels or emoji.
last_knowledge_of_server
integer
42
Delta-style filter; only return entities changed since this server knowledge index.
Ynab List Transactions By Payee
Ynab List Transactions By PayeeIntegration name: YNAB_LIST_TRANSACTIONS_BY_PAYEE
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.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
type
string
—
Optional filter by transaction type: 'uncategorized' or 'unapproved'.
payee_id
string
✅
"abcdef12-3456-7890-abcd-ef1234567890"
Payee identifier to filter transactions.
budget_id
string
✅
"default"
Budget identifier; use 'default' for the default budget if enabled for your OAuth app.
since_date
string
—
Optional ISO date (YYYY-MM-DD). Only include transactions on or after this date.
last_knowledge_of_server
integer
42
Optional. If provided, returns only entities changed since this server knowledge value (delta request).
Ynab Update Payee
Ynab Update PayeeIntegration name: YNAB_UPDATE_PAYEE
Tool to update a payee. Use when you need to rename an existing payee.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
name
string
✅
"Acme Supplies"
The new name for the payee.
payee_id
string
✅
"c56d37d5-8c20-4a1a-888b-439e3b81875a"
The unique identifier (UUID) of the payee to update.
budget_id
string
✅
"default"
Budget identifier. Use 'default' if OAuth default budget selection is enabled.
Ynab Update Scheduled Transaction
Ynab Update Scheduled TransactionIntegration name: YNAB_UPDATE_SCHEDULED_TRANSACTION
Update an existing scheduled transaction in YNAB. Allows modifying the date, frequency, amount, payee, category, memo, or account of a scheduled transaction. Use YNAB_LIST_SCHEDULED_TRANSACTIONS first to get the scheduled_transaction_id. Amounts should be in milliunits (negative for expenses, positive for income).
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
budget_id
string
✅
"default"
Budget UUID or literal 'last-used'/'default' to operate on
scheduled_transaction
object
✅
—
Fields of the scheduled transaction to update
scheduled_transaction_id
string
✅
"sched123xyz"
Identifier of the scheduled transaction to update