manage_scheduled_transaction
Create, update, or delete a scheduled (recurring) transaction. When creating, provide accountId, date, amount, and frequency. When updating, provide scheduledTransactionId and the fields to change. When deleting, provide scheduledTransactionId and set action to "delete".
get_budget
Retrieve detailed information about a specific budget, including its settings, date/currency format, and summary. Use "last-used" or "default" as shortcuts for the budget ID.
update_payee
Rename an existing payee.
list_budgets
Retrieve all budgets belonging to the authenticated YNAB user. Returns budget names, IDs, date ranges, and format settings. Use the returned budget IDs for other YNAB operations.
list_scheduled_transactions
Retrieve all scheduled (recurring) transactions in a budget. Includes frequency, next occurrence date, and transaction details.
list_transactions
Retrieve transactions from a budget with flexible filtering. Filter by account, category, payee, month, date, or type (uncategorized/unapproved). Amounts are in milliunits (e.g., -10000 = -$10.00 outflow).
create_account
Create a new financial account in a budget. Specify the account name, type, and starting balance. The balance is in milliunits (e.g., $100.00 = 100000).
list_payees
Retrieve all payees for a budget. Payees that represent account transfers include the linked account ID.
list_months
Retrieve all budget months with summary data including income, assigned, activity, "Ready to Assign", and Age of Money.
create_transaction
Create one or more transactions in a budget. Supports split transactions via subtransactions. Use importId for deduplication when importing transactions programmatically. Amounts are in milliunits (e.g., -10000 = -$10.00 outflow).
list_categories
Retrieve all category groups and their categories for a budget. Includes budgeted amounts, activity, available balances, and goal information.
import_transactions
Trigger an import of transactions from all linked bank accounts in a budget. This is equivalent to clicking "Import" in the YNAB app. Only works for accounts that have direct import enabled.
get_month
Retrieve detailed budget data for a specific month, including income, total assigned, total activity, "Ready to Assign" amount, and per-category breakdowns. Use "current" for the current month.
update_transaction
Update an existing transaction by its ID. All fields are optional except transactionId — only provide the fields you want to change. For split transactions, provide the full set of subtransactions.
delete_transaction
Delete a transaction by its ID. The transaction will be marked as deleted.
manage_category_group
Create or rename a category group. Groups organize categories in the budget.
get_transaction
Retrieve detailed information about a single transaction, including subtransactions (splits), transfer details, and import metadata.
list_accounts
List all financial accounts in a budget, including balances and account type. Accounts include checking, savings, credit cards, loans, and other asset/liability types.
manage_category
Create, update, or assign budget amounts to categories. Use action "create" to create a new category within a group, "update" to rename or modify a category, or "assign" to set the budgeted amount for a category in a specific month.
Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.
Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.
Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.
Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.
Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings. Subscribe to webhooks for appointment and order events.
Manage business operations including CRM, projects, finances, and HR in one platform. Create, update, and retrieve contacts, leads, accounts, and deals with custom pipeline stages. Create and manage projects, tasks, and time entries. Generate and send invoices, estimates, and track expenses. Create contracts, collect e-signatures, and manage proposals. Handle employee records, departments, attendance, and leave tracking. Create and manage support tickets. Track products and packages. Listen for events on new contacts, contracts, invoices, projects, tasks, employees, tickets, and CRM changes via webhooks.
Manage personal budgets, accounts, transactions, and financial categories. Create, read, update, and delete transactions including split transactions and scheduled recurring transactions. Track account balances across checking, savings, credit cards, and loans. Manage budget categories with goal tracking, view monthly budget summaries including income, activity, and "Ready to Assign" amounts. Import bank transactions with automatic deduplication and matching. Retrieve payee information and locations. Export full budget data and efficiently sync changes using delta requests.
Common questions about connecting Ynab to AI agents with Metorial.
