YNAB
for LuumenAI
YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt
Operate YNAB from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The YNAB toolbox
27 tools: 22 read, 5 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet Account by IDRetrieve a single account resource.
- ReadGet Budget By IDRetrieve a complete budget export by ID, including all accounts, categories, payees, and transactions.
- ReadGet Budget MonthRetrieve a specific budget month.
- ReadGet Budget SettingsRetrieve budget-level settings.
- ReadGet Category by IDRetrieve a single YNAB budget category by its ID.
- ReadGet Month Category By IDRetrieve a single category for a specific budget month.
- ReadGet Payee by IDRetrieve a single payee by its ID.
- ReadGet Scheduled Transaction by IDRetrieve a single scheduled transaction.
- ReadGet Transaction by IDRetrieve a single transaction by its ID.
- ReadGet Authorized UserRetrieve the authorized user's information.
- ReadList AccountsRetrieves all accounts for a specified YNAB budget.
- ReadList BudgetsRetrieves all budgets accessible to the authenticated YNAB user.
- ReadList CategoriesList all category groups and their categories for a budget.
- ReadList Budget MonthsList months for a budget with summary information.
- ReadList Payee LocationsRetrieves all GPS locations associated with payees in a budget.
- ReadList Payee Locations by PayeeRetrieves all GPS locations associated with a specific payee in a budget.
- ReadList payees in a budgetList payees in a budget.
- ReadList Scheduled TransactionsList all scheduled (recurring) transactions for a YNAB budget.
- ReadList TransactionsList transactions in a budget.
- ReadList Transactions by AccountList transactions for a specific account.
- ReadList Transactions by CategoryList transactions for a specific category (excludes pending).
- ReadList Transactions by PayeeList transactions for a specific payee in a budget.
- WriteCreate a new account in a budgetCreate a new account in a budget. Approval by default
- WriteCreate Scheduled TransactionCreates a scheduled (recurring) transaction in a YNAB budget. Approval by default
- WriteDelete Scheduled TransactionPermanently deletes a scheduled transaction from a YNAB budget. Approval by default
- WriteUpdate PayeeUpdate a payee. Approval by default
- WriteUpdate Scheduled TransactionUpdate an existing scheduled transaction in YNAB. Approval by default
Questions
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create a new account in a budget, create scheduled transaction, delete scheduled transaction, update payee, and more — is shown as a plan and requires approval by default, including the 1 action classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to YNAB — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put YNAB to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.