Payments & Finance27 toolsBrowser login (OAuth), no API keys
YNAB integration for AI agents
Budget tracking, expense management, and financial planning
Use it from your agent
One ClawLink account serves every agent you run. Pick the guide for yours, or connect YNAB once and call the same tools from all of them.
YNAB for OpenClawInstall, pair, connect, first prompt
YNAB for Hermes AgentInstall, pair, connect, first promptMCPClaude Code, Cursor, any MCP clientCLI login or the remote MCP serverSetup
Connect YNAB through ClawLink's hosted setup to manage budgets, track expenses, and plan finances.
- Auth: Browser login (OAuth), no API keys. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
- Where: the ClawLink dashboard, or ask your agent to connect it.
What your agent can do
YNAB exposes 27 tools through ClawLink. The 26 most used are listed here; your agent sees all of them.
| Tool | What it does | Kind |
|---|---|---|
ynab_get_account_by_id | Retrieve a single account resource | Read |
ynab_get_budget_by_id | Retrieve a complete budget export by ID, including all accounts, categories, payees, and | Read |
ynab_get_budget_month | Retrieve a specific budget month | Read |
ynab_get_budget_settings | Retrieve budget-level settings | Read |
ynab_get_category_by_id | Retrieve a single YNAB budget category by its ID | Read |
ynab_get_month_category_by_id | Retrieve a single category for a specific budget month | Read |
ynab_get_payee_by_id | Retrieve a single payee by its ID | Read |
ynab_get_scheduled_transaction_by_id | Retrieve a single scheduled transaction | Read |
ynab_get_transaction_by_id | Retrieve a single transaction by its ID | Read |
ynab_get_user | Retrieve the authorized user's information | Read |
ynab_list_accounts | Retrieves all accounts for a specified YNAB budget | Read |
ynab_list_budgets | Retrieves all budgets accessible to the authenticated YNAB user | Read |
ynab_list_categories | List all category groups and their categories for a budget | Read |
ynab_list_months | List months for a budget with summary information | Read |
ynab_list_payee_locations | Retrieves all GPS locations associated with payees in a budget | Read |
ynab_list_payee_locations_by_payee | Retrieves all GPS locations associated with a specific payee in a budget | Read |
ynab_list_payees | List payees in a budget | Read |
ynab_list_scheduled_transactions | List all scheduled (recurring) transactions for a YNAB budget | Read |
ynab_list_transactions | List transactions in a budget | Read |
ynab_list_transactions_by_account | List transactions for a specific account | Read |
ynab_list_transactions_by_category | List transactions for a specific category (excludes pending) | Read |
ynab_list_transactions_by_payee | List transactions for a specific payee in a budget | Read |
ynab_create_account | Create a new account in a budget | Write |
ynab_create_scheduled_transaction | Creates a scheduled (recurring) transaction in a YNAB budget | Write |
ynab_update_payee | Update a payee | Write |
ynab_update_scheduled_transaction | Update an existing scheduled transaction in YNAB | Write |
