← Tools Reference

YNAB

YNAB integration (Finance). Imported from open-connector.

API key15 toolshttps://api.ynab.com/v1
GET
ynab_get_user
Retrieve the authenticated YNAB user.

/user

GET
ynab_list_plans
List YNAB plans with summary information.

/plans

1 parameter
ParamTypeRequiredDescription
include_accountsbooleanoptionalWhether to include plan accounts in the response.
GET
ynab_get_plan
Retrieve a single YNAB plan with related entities.

/plans/{plan_id}

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
last_knowledge_of_serverintegeroptionalStarting server knowledge value. When provided, YNAB returns only entities chan…
GET
ynab_get_plan_settings
Retrieve settings for a YNAB plan.

/plans/{plan_id}/settings

1 parameter
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
GET
ynab_list_accounts
List accounts for a YNAB plan.

/plans/{plan_id}/accounts

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
last_knowledge_of_serverintegeroptionalStarting server knowledge value. When provided, YNAB returns only entities chan…
GET
ynab_get_account
Retrieve a single YNAB account.

/plans/{plan_id}/accounts/{account_id}

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
account_idstringrequiredYNAB account ID.
GET
ynab_list_categories
List categories grouped by category group for a YNAB plan.

/plans/{plan_id}/categories

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
last_knowledge_of_serverintegeroptionalStarting server knowledge value. When provided, YNAB returns only entities chan…
GET
ynab_get_category
Retrieve a single YNAB category.

/plans/{plan_id}/categories/{category_id}

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
category_idstringrequiredYNAB category ID.
GET
ynab_get_month_category
Retrieve a YNAB category for a specific plan month.

/plans/{plan_id}/months/{month}/categories/{category_id}

3 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
monthstringrequiredPlan month in ISO date format, or "current" for the current month.
category_idstringrequiredYNAB category ID.
GET
ynab_list_months
List months for a YNAB plan.

/plans/{plan_id}/months

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
last_knowledge_of_serverintegeroptionalStarting server knowledge value. When provided, YNAB returns only entities chan…
GET
ynab_get_month
Retrieve a single YNAB plan month.

/plans/{plan_id}/months/{month}

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
monthstringrequiredPlan month in ISO date format, or "current" for the current month.
GET
ynab_list_payees
List payees for a YNAB plan.

/plans/{plan_id}/payees

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
last_knowledge_of_serverintegeroptionalStarting server knowledge value. When provided, YNAB returns only entities chan…
GET
ynab_get_payee
Retrieve a single YNAB payee.

/plans/{plan_id}/payees/{payee_id}

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
payee_idstringrequiredYNAB payee ID.
GET
ynab_list_transactions
List YNAB plan transactions.

/plans/{plan_id}/transactions

5 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
since_datestringoptionalOnly include transactions on or after this ISO date.
until_datestringoptionalOnly include transactions on or before this ISO date.
typestringoptionalOptional YNAB transaction filter.
last_knowledge_of_serverintegeroptionalStarting server knowledge value. When provided, YNAB returns only entities chan…
GET
ynab_get_transaction
Retrieve a single YNAB transaction.

/plans/{plan_id}/transactions/{transaction_id}

2 parameters
ParamTypeRequiredDescription
plan_idstringrequiredYNAB plan ID. Use "last-used" for the last used plan, or "default" when default…
transaction_idstringrequiredYNAB transaction ID.