YNAB
Connect YNAB from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current YNAB toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Find budget and account information.
- Summarize recent activity by category.
- Prepare a personal or business finance review.
Connect YNAB
Section titled “Connect YNAB”- Open Workforce AI and choose Integrations.
- Find YNAB and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using YNAB.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”- Create account
- Create scheduled transaction
- Delete scheduled transaction
- Get account by ID
- Get budget by ID
- Get budget month
- Get budget settings
- Get category by ID
- Get month category by ID
- Get payee by ID
- Get scheduled transaction by ID
- Get transaction by ID
- Get user
- List accounts
- List budgets
- List categories
- List months
- List payees
- List payee locations
- List payee locations by payee
- List scheduled transactions
- List transactions
- List transactions by account
- List transactions by category
- List transactions by payee
- Update payee
- Update scheduled transaction
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using YNAB, find budget and account information. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my YNAB password?
Section titled “Does Workforce AI need my YNAB password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another YNAB account?
Section titled “How do I switch to another YNAB account?”Open Integrations, remove or reconnect YNAB, and choose the account you want during the provider sign-in.
Can I use YNAB in a scheduled job?
Section titled “Can I use YNAB in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.