Use YNAB from Claude
Add the YNAB connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorYNAB
YNAB integration for Claude and Codex
Connect YNAB once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryFinance & Accounting
Use YNAB from Codex
Add the YNAB connection to a Space that runs Codex, then use it from every channel in that Space.
Use YNAB from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the YNAB connector can do
YNAB is a budgeting tool that helps people track spending, plan ahead, and reduce debt across linked and manual accounts. With a YNAB connection in type.com, a personal finance or ops Space can ask Claude to pull a full budget, add a new account, or set up a scheduled transaction, keeping money conversations grounded in the actual numbers.
One connection, many Spaces
Connect YNAB once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Use YNAB from Claude Code, Codex, and automations
Use YNAB from Claude Code or Codex
Once YNAB is connected in type.com, install the type.com CLI, and Claude Code or Codex can call its tools with type-cli integrations call. Calls run with your type.com access, and the credentials stay on type.com's servers.
Automate YNAB on a schedule or webhook
In a Space with YNAB connected, describe the job, and type.com proposes an automation with its trigger, schedule, and destination. Runs can start on a schedule or from a webhook, Slack, GitHub, Linear, email, or RSS, and each run leaves a thread the team can read.
What teams do with YNAB in type.com
Pull a full budget for review
Get every account, category, and transaction behind a budget in one answer instead of clicking through YNAB screens to piece it together.
Get the full YNAB budget details for our household budget and summarize category spending.
Set up recurring bills automatically
Create a scheduled transaction for a recurring bill or income source as soon as the amount and frequency are known.
Create a scheduled transaction in YNAB for the monthly rent payment of $1,800 due on the 1st.
Add a new account mid-conversation
Register a new manual account in the budget right after someone mentions opening it, so tracking starts immediately.
Create a new manual savings account in our YNAB budget called Emergency Fund.
Representative actions
- Create a new account in a budget
Registers an account you track by hand, rather than one synced from a bank, inside a chosen YNAB budget.
- Create Scheduled Transaction
Sets up a recurring bill, expense, or income entry in a YNAB budget with a date and frequency.
- Delete Scheduled Transaction
Permanently removes a recurring transaction from a YNAB budget once it is no longer needed.
- Get Account by ID
Looks up the details of one specific YNAB account after you know which budget it belongs to.
- Get Budget By ID
Returns a full budget export, including accounts, categories, payees, and transactions.
Connection
API and auth details
YNAB offers a budgeting API for reading budgets, accounts, categories, payees, months, transactions, scheduled transactions, and server knowledge, plus creating or updating transactions for personal finance automation.
- Source
- type.com catalog metadata
- Auth schemes
- OAuth
- API docs
- https://api.ynab.com/
- API reference
- https://api.ynab.com/v1
- Official site
- https://www.ynab.com/
FAQ
Questions people ask before connecting YNAB
Can Claude manage YNAB budgets from type.com?
Yes. With a YNAB connection shared to a Space, the agent can pull budget details, add accounts, or schedule transactions in a thread the whole team can follow.
How do I authenticate YNAB in type.com?
YNAB uses OAuth, so an admin signs in once when the connection is created, then shares it with the Spaces that should use it.
Can YNAB reports run on a weekly schedule?
Yes. A recurring budget summary can be turned into a type.com automation that posts to a channel on the schedule you set.
Can Claude Code or Codex use YNAB?
Yes. Once YNAB is connected in type.com, install the type.com CLI, and Claude Code or Codex can call its tools with type-cli integrations call. Calls run with your type.com access, and the credentials stay on type.com's servers.
Can I automate YNAB on a schedule?
Yes. In a Space with YNAB connected, describe the job, and type.com proposes an automation with its trigger, schedule, and destination. Runs can start on a schedule or from a webhook, Slack, GitHub, Linear, email, or RSS, and each run leaves a thread the team can read.
Is this the same as an MCP server for YNAB?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More finance & accounting connectors
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Connect Stripe to Claude in type.com to create invoices, manage subscriptions, and issue refunds from a shared finance thread.
Connect Netsuite to Claude in type.com to create customer records, record customer payments against invoices, and check the status of async ERP jobs.
Connect Zoho Books to Claude in type.com to accept estimates, activate bank accounts, and attach bill files from a thread.