Ynab

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.

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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 Users remove outdated automation without clearing all related transaction history.

See all 27 actions

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 Categories

  • Trace 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 ID

  • Set 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 Transaction

  • Sync 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.

  1. 01

    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.

  2. 02

    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.

  3. 03

    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

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.

The tools Ynab sits next to

Same connection, same setup. Pick the next one your team already uses.

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Ready to connect Ynab?

Authorize the account and your agent has all 27 actions from the first conversation.

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Support agent working at a laptop next to the Lyro mascot