Plugins
YNAB
Read and update accounts, categories, budgets, and transactions in YNAB
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Read and update accounts, categories, budgets, and transactions in YNAB.
Skills
This plugin adds no skills. The agent uses the tools directly.
MCP Server
Superset hosts the tools for this plugin itself. Calls go from the Superset API to the YNAB API with your credentials.
Access shows what a tool does: Read changes nothing, Write creates or changes data, and Destructive deletes, removes, or sends something.
| Tool | Access | What it does |
|---|---|---|
list_budgets | Read | Lists the budgets this token can reach, with currency and last-modified date |
list_accounts | Read | Lists accounts with their working, cleared, and uncleared balances |
list_categories | Read | Lists category groups with budgeted, activity, and available amounts for one month |
get_month_summary | Read | Reads one budget month: income, budgeted, activity, to-be-budgeted, age of money, and overspent categories |
list_payees | Read | Lists payees, for resolving a name to a payee id |
list_transactions | Read | Lists transactions, newest first |
get_transaction | Read | Reads one transaction, including its splits |
list_scheduled_transactions | Read | Lists scheduled transactions with their next date and frequency |
create_transaction | Write | Records a transaction in an account |
update_transaction | Write | Changes fields on one transaction |
delete_transaction | Destructive | Deletes a transaction |
set_category_budget | Write | Sets how much is budgeted to a category in one month, replacing the current amount |
Authentication
| Method | Details |
|---|---|
| Personal access token | Paste a token from YNAB's Account Settings → Developer Settings. |
Connect from the plugin's page in Plugins. Superset keeps the credentials. The agent and your machine never see them.