Ynab MCP integration
Reports category balances and monthly activity, traces what a payee or account was charged, and sets up and edits the bills that repeat.
27actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create scheduled transaction
Lyro creates recurring transactions in YNAB to automate budget tracking for regular expenses. Users set up recurring payments instantly instead of manually logging them each month.
Update scheduled transaction
Lyro updates recurring transactions in YNAB when payment amounts or schedules change. Users keep automated budgeting aligned with reality without breaking existing automation.
Delete scheduled transaction
Lyro deletes a scheduled transaction permanently from a YNAB budget. Users remove outdated automation without clearing all related transaction history.
How businesses use Ynab + Lyro
Each card is one request a support team gets, and the Ynab actions Lyro runs to close it.
Answer what is left in a category this month
Lyro reads a category's budgeted amount, activity, and balance for the current month, pulls the month summary around it, and lists every category group when the question is broader than one line.
Get Category by IDGet Budget MonthList CategoriesTrace what a payee or account was charged
Lyro lists transactions filtered by payee, account, or category rather than dragging back the whole history, and opens a single transaction when only one is in question.
List Transactions by PayeeList Transactions by AccountGet Transaction by IDSet up and adjust the bills that repeat
Lyro creates a scheduled transaction with its date, frequency, and amount, edits one when the rent changes, and deletes the recurring entry that no longer applies.
Create Scheduled TransactionUpdate Scheduled TransactionDelete Scheduled TransactionSync a budget without re-reading all of it
Lyro pulls a complete budget export with accounts, categories, payees, and transactions, then uses the server knowledge value from that response to fetch only what changed on the next pass.
Get Budget By IDList BudgetsList Accounts
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Ynab actions it has and picks the ones a request needs.
Connect Ynab
Authorize the Ynab account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Ynab actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Ynab · Lyro
What can you do in Ynab without me setting anything up?
These, right away:
- Create a new account in a budget
- Get account by ID
- Delete scheduled transaction
Great, let's start with the first one.
FAQ
Everything else about Ynab
Setup, permissions, and the limits of what Lyro can do inside Ynab.
Because YNAB works in milliunits: 1,000 milliunits is one currency unit, so a balance of 150000 means 150.00. Lyro divides before reporting a figure and multiplies when writing one, which matters most on Create Scheduled Transaction, where the amount is negative for an expense and positive for income.
Every action available in Ynab
All 27 actions your agent can call on Ynab, straight from the live MCP connection.
Create a new account in a budget
Create a new account in a budget.
Create scheduled transaction
Creates a scheduled (recurring) transaction in a YNAB budget.
Delete scheduled transaction
Permanently deletes a scheduled transaction from a YNAB budget.
Get account by ID
Retrieve a single account resource.
Get budget by ID
Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions.
Get budget month
Retrieve a specific budget month.
Get budget settings
Retrieve budget-level settings.
Get category by ID
Retrieve a single YNAB budget category by its ID.
Get month category by ID
Retrieve a single category for a specific budget month.
Get payee by ID
Retrieve a single payee by its ID.
Get scheduled transaction by ID
Retrieve a single scheduled transaction.
Get transaction by ID
Retrieve a single transaction by its ID.
Get authorized user
Retrieve the authorized user's information.
List accounts
Retrieves all accounts for a specified YNAB budget.
List budgets
Retrieves all budgets accessible to the authenticated YNAB user.
List categories
List all category groups and their categories for a budget.
List budget months
List months for a budget with summary information.
List payee locations
Retrieves all GPS locations associated with payees in a budget.
List payee locations by payee
Retrieves all GPS locations associated with a specific payee in a budget.
List payees in a budget
List payees in a budget.
List scheduled transactions
List all scheduled (recurring) transactions for a YNAB budget.
List transactions
List transactions in a budget.
List transactions by account
List transactions for a specific account.
List transactions by category
List transactions for a specific category (excludes pending).
List transactions by payee
List transactions for a specific payee in a budget.
Update payee
Update a payee.
Update scheduled transaction
Update an existing scheduled transaction in YNAB.
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Ready to connect Ynab?
Authorize the account and your agent has all 27 actions from the first conversation.