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24 actions ready for your AI

Connect YNAB to your AI

Add your YNAB key once and every AI you use can get budgets, get accounts and create accounts through it.

Needs your API keyWorks today: paste the key from this app and your AI can use it. One-click sign-in is not built yet.

Not verified by us yet. Its actions come from YNAB's own documented API, and we have not run them here yet.

Connect YNABHow ahel works

Use your own YNAB account. Credentials stay encrypted in ahel.

Tell me when ahel has verified YNAB

What your AI can do with YNAB

Choose a task and ask your AI.

Transaction

  • Get transactionsGET

    List transactions

    budget_idrequired
    The id of the budget.
    since_date
    If specified, only transactions on or after this date will be included.
    type
    If specified, only transactions of the specified type will be included.
    last_knowledge_of_server
    The starting server knowledge.
  • Create transactionPOST

    Create a single transaction or multiple transactions

    budget_idrequired
    The id of the budget.
  • Update transactionsPATCH

    Update multiple transactions

    budget_idrequired
    The id of the budget.
    transactionsrequired
  • Bulk create transactionsPOST

    Bulk create transactions

    budget_idrequired
    The id of the budget.
    transactionsrequired
  • Get transactions by accountGET

    List account transactions

    budget_idrequired
    The id of the budget.
    account_idrequired
    The id of the account
    since_date
    If specified, only transactions on or after this date will be included.
    type
    If specified, only transactions of the specified type will be included.
  • Get transactions by categoryGET

    List category transactions

    budget_idrequired
    The id of the budget.
    category_idrequired
    The id of the category
    since_date
    If specified, only transactions on or after this date will be included.
    type
    If specified, only transactions of the specified type will be included.
  • Get transactions by payeeGET

    List payee transactions

    budget_idrequired
    The id of the budget.
    payee_idrequired
    The id of the payee
    since_date
    If specified, only transactions on or after this date will be included.
    type
    If specified, only transactions of the specified type will be included.
  • Import transactionsPOST

    Import transactions

    budget_idrequired
    The id of the budget.

Payee

  • Get payee locationsGET

    List payee locations

    budget_idrequired
    The id of the budget.
  • Get payeesGET

    List payees

    budget_idrequired
    The id of the budget.
    last_knowledge_of_server
    The starting server knowledge.
  • Get payee locations by payeeGET

    List locations for a payee

    budget_idrequired
    The id of the budget.
    payee_idrequired
    id of payee
  • Get payee location by idGET

    Single payee location

    budget_idrequired
    The id of the budget.
    payee_location_idrequired
    id of payee location
  • Get payee by idGET

    Single payee

    budget_idrequired
    The id of the budget.
    payee_idrequired
    The id of the payee

Budget

  • Get budgetsGET

    List budgets

    include_accounts
    Whether to include the list of budget accounts
  • Get budget monthsGET

    List budget months

    budget_idrequired
    The id of the budget.
    last_knowledge_of_server
    The starting server knowledge.
  • Get budget by idGET

    Single budget

    budget_idrequired
    The id of the budget.
    last_knowledge_of_server
    The starting server knowledge.
  • Get budget monthGET

    Single budget month

    budget_idrequired
    The id of the budget.
    monthrequired
    The budget month in ISO format (e.g.

Account

  • Get accountsGET

    Account list

    budget_idrequired
    The id of the budget.
    last_knowledge_of_server
    The starting server knowledge.
  • Create accountPOST

    Create a new account

    budget_idrequired
    The id of the budget ("last-used" can be used to specify the last used budget and "default" can be used if default budget selection is enabled (see: https://api.youneedabudget.c...
    accountrequired
  • Get account by idGET

    Single account

    budget_idrequired
    The id of the budget.
    account_idrequired
    The id of the account
Show 2 more groups

Category

  • Get categoriesGET

    List categories

    budget_idrequired
    The id of the budget.
    last_knowledge_of_server
    The starting server knowledge.
  • Get category by idGET

    Single category

    budget_idrequired
    The id of the budget.
    category_idrequired
    The id of the category

Scheduled

  • Get scheduled transactionsGET

    List scheduled transactions

    budget_idrequired
    The id of the budget.
    last_knowledge_of_server
    The starting server knowledge.
  • Get scheduled transaction by idGET

    Single scheduled transaction

    budget_idrequired
    The id of the budget.
    scheduled_transaction_idrequired
    The id of the scheduled transaction

Ask your AI

Try one of these requests with a connected AI.

  • Show me the budget in YNAB
  • Show me the account in YNAB
  • Create an account in YNAB
  • Show me the category in YNAB
  • Show me the budget month in YNAB
  • Show me the payee location in YNAB

Works with

All apps

Use YNAB alongside your other connected apps.

Billingo24 actionsCodat24 actionsPocketSmith24 actionsRamp24 actionsGitHub14 actionsSlack6 actionsNotion5 actionsGmail6 actionsKlaviyo24 actionsLaunchDarkly24 actionsLinode24 actionsLoket.nl24 actions

Published servers for YNAB

Built by the community and served through your gateway with the same key. A curated pick is one ahel has checked.

ynab-mcp-serverby issmirnovCommunity serverHosted remote MCP server for YNAB on Cloudflare Workers with OAuthAnswered the probe 2026-09-11 but needs a credential before it lists tools.Ready to connect

YNAB MCP server, hosted by ahel

One hosted endpoint serves YNAB. There is nothing to install and no local server to run.

Connect YNAB to Claude, Claude Code, Cursor or Codex

  1. Add your YNAB key. ahel stores it encrypted.
  2. Paste one link into your AI: https://mcp.ahel.ai (once, for every app).
  3. Ask for the work. Your AI picks the action and ahel runs it with your key.

Documentation

About YNAB

YNAB is a finance service. Connect your own key and your AI can get budgets, get accounts and create accounts.

YNAB over MCP: ahel serves YNAB to Claude, Claude Code, Cursor and Codex as one hosted MCP endpoint. There is no local server to run. Add your YNAB key once, paste one link into your AI, and the actions above are there.

Finance

Similar apps

Questions

Is my YNAB key safe?

Your YNAB key is sealed in ahel and added to the request server-side when your AI calls YNAB. It never crosses the MCP link, no tool can read it back, and you can turn the app off or remove the key at any time.

Which AIs can use YNAB through ahel?

Any MCP-capable AI: Claude, Claude Code, Codex, Cursor, VS Code and others. Paste one link, https://mcp.ahel.ai, into the AI once and everything in your gateway arrives through it.

What can my AI do with YNAB?

24 actions today, covering transactions, payees and budgets. Ask in plain language; your AI picks the action and ahel runs it with your key.

Does connecting YNAB cost anything?

Connecting apps is free during ahel's early access. Free, Pro and Team all cost nothing today, and the pricing page lists what each one includes. YNAB may bill you for API use under its own terms.