YNAB

OpenTabs plugin for YNAB (You Need A Budget) — gives AI agents access to YNAB through your authenticated browser session.

Install

opentabs plugin install ynab

Or install globally via npm:

npm install -g @opentabs-dev/opentabs-plugin-ynab

Setup

1. Open app.ynab.com in Chrome and log in
2. Open the OpenTabs side panel — the YNAB plugin should appear as ready

Tools (15)

Account (1)

| Tool | Description | Type | |---|---|---| | get_current_user | Get your YNAB user profile | Read |

Plans (1)

| Tool | Description | Type | |---|---|---| | get_plan | Get the active plan details | Read |

Accounts (2)

| Tool | Description | Type | |---|---|---| | list_accounts | List all budget accounts | Read | | get_account | Get account details by ID | Read |

Categories (2)

| Tool | Description | Type | |---|---|---| | list_categories | List budget categories with balances | Read | | update_category_budget | Set budgeted amount for a category | Write |

Payees (1)

| Tool | Description | Type | |---|---|---| | list_payees | List all payees | Read |

Transactions (6)

| Tool | Description | Type | |---|---|---| | list_transactions | List budget transactions | Read | | get_transaction | Get transaction details by ID | Read | | create_transaction | Create a new transaction | Write | | update_transaction | Update a transaction | Write | | delete_transaction | Delete a transaction | Write | | list_scheduled_transactions | List scheduled/recurring transactions | Read |

Months (2)

| Tool | Description | Type | |---|---|---| | list_months | List budget months with summaries | Read | | get_month | Get budget details for a month | Read |

How It Works

This plugin runs inside your YNAB tab through the OpenTabs Chrome extension. It uses your existing browser session — no API tokens or OAuth apps required. All operations happen as you, with your permissions.

License

MIT