Connect YNAB with Hookshot™ and your stack

YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt

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Tools and triggers

What Agents can do in YNAB

Available tools and events after YNAB is connected.

  • Create a New Account in a Budget

    Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.

  • Create Scheduled Transaction

    Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and…

  • Delete Scheduled Transaction

    Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from…

  • Get Account by ID

    Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.

  • Get Authorized User

    Tool to retrieve the authorized user's information. Use after authentication to get current user details.

  • Get Budget by ID

    Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name…

  • Get Budget Month

    Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID. Monetary amounts are returned in milliunits (divide by 1000 for…

  • Get Budget Settings

    Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.

  • Get Category by ID

    Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current budget month (UTC)…

  • Get Month Category by ID

    Tool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need month-specific category details.

  • Get Payee by ID

    Tool to retrieve a single payee by its ID. Use when you need full details of a payee after confirming the budget and payee selection.

  • Get Scheduled Transaction by ID

    Tool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its ID after confirming the budget.

  • Get Transaction by ID

    Tool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction after confirming the budget.

  • List Accounts

    Retrieves all accounts for a specified YNAB budget. Use this tool to: - Get a complete list of accounts (checking, savings, credit cards, loans, etc.) in a budget - Retrieve account IDs for use with other YNAB…

  • List Budget Months

    Tool to list months for a budget with summary information. Use when you need an overview of all months or only changed months since a given knowledge value (delta requests).

  • List Budgets

    Retrieves all budgets accessible to the authenticated YNAB user. Use this tool to: - Get a list of all budgets in the user's YNAB account - Retrieve budget IDs for use with other YNAB operations - Optionally include…

  • List Categories

    Tool to list all category groups and their categories for a budget. Use when you need the full set of budget categories or only those changed since last sync. Category names may include emojis or near-identical labels…

  • List Payee Locations

    Retrieves all GPS locations associated with payees in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby payees. Use this…

  • List Payee Locations by Payee

    Retrieves all GPS locations associated with a specific payee in a budget. Payee locations are recorded when transactions are saved using the YNAB mobile apps, storing GPS coordinates to help pre-populate nearby payees…

  • List Payees in a Budget

    Tool to list payees in a budget. Use when you need all payees or only those changed since a known server knowledge value.

  • List Scheduled Transactions

    List all scheduled (recurring) transactions for a YNAB budget. Returns future-dated transactions that repeat on a schedule (e.g., rent, subscriptions, paychecks). Supports delta sync to fetch only changes since a…

  • List Transactions

    Tool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget. Omitting all filters returns the full transaction history, which may produce large payloads…

  • List Transactions by Account

    Tool to list transactions for a specific account. Use when you need all or delta-filtered transactions for a given account after confirming the budget and account ID.

  • List Transactions by Category

    Tool to list transactions for a specific category (excludes pending). Use when you need completed transactions for a given category after obtaining budget_id and category_id. Response includes deleted transactions…

Setup

Connect YNAB in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.