Ynab Integration for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Ynab MCP or direct API to track expenses, create budgets, categorize transactions, and analyze financial trends through natural language.
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Connect Ynab MCP Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK and Claude Agent SDK

Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Initialize the Composio client and create a Tool Router session

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Ynab tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Show my total spending for this month')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent

Connect Ynab API Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio_openai
Install the Composio SDK

Initialize Composio and Create Tool Router Session

python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
Import and initialize Composio client, then create a Tool Router session

Execute Ynab Tools via Tool Router with Your Agent

python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Show my total spending for this month'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
Get tools from Tool Router session and execute Ynab actions with your Agent

Why Use Composio?

AI Native Ynab Integration

  • Supports both Ynab MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Ynab data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Ynab access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Ynab
  • Scoped, least privilege access to Ynab resources
  • Full audit trail of agent actions to support review and compliance

Use Ynab with any AI Agent Framework

Choose a Framework you want to connect Ynab with

Frequently Asked Questions

Do I need my own developer credentials to use Ynab with Composio?

No, you can get started immediately using Composio's built-in Ynab app. For production, we recommend configuring your own OAuth credentials.

Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Used by agents from

Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

Book a call↗Get started for free