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Automations77k · #1665

ynab-automation

Helps your agent automate tasks in Ynab. Useful for efficiently managing your budget and personal finances.

What it does

This tool helps automate tasks in your YNAB finance app. It connects to YNAB through a system called Rube MCP to perform actions.

When to use it

  • ✓When you want to add multiple transactions at once.
  • ✓When you need to categorize your spending automatically.
  • ✓When you want to generate custom budget reports.

Example of what to ask your AI

“Add all my grocery expenses from last month to YNAB.”

Want more? Open the sections below.

How to use

The easiest way: copy the message below and paste it into Claude, ChatGPT, Cursor or any AI. It reads the skill and follows the instructions.

Skill link

https://github.com/ComposioHQ/awesome-claude-skills/blob/master/composio-skills/ynab-automation/SKILL.md

Ready-to-paste message

Use this skill to help me: https://github.com/ComposioHQ/awesome-claude-skills/blob/master/composio-skills/ynab-automation/SKILL.md Read the SKILL.md file at that link and follow its instructions for my task.
How it works

First, the tool checks what actions are available in YNAB. Then, it makes sure your YNAB account is connected. Finally, it performs the task you requested using the correct tools.

Installation

Easiest way: copy the skill link and paste it into Claude, ChatGPT or Cursor asking it to follow the instructions.

In the terminal (Claude Code, Codex, Cursor), in your project folder:

npx skills add ComposioHQ/awesome-claude-skills --skill ynab-automation

Or download just the file:

curl -L https://raw.githubusercontent.com/ComposioHQ/awesome-claude-skills/master/composio-skills/ynab-automation/SKILL.md -o SKILL.md
Technical content (original SKILL.md)

Original text by the author, straight from GitHub.

Ynab Automation via Rube MCP

Automate Ynab operations through Composio's Ynab toolkit via Rube MCP.

Toolkit docs: composio.dev/toolkits/ynab

Prerequisites

  • Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
  • Active Ynab connection via RUBE_MANAGE_CONNECTIONS with toolkit ynab
  • Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

  1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
  2. Call RUBE_MANAGE_CONNECTIONS with toolkit ynab
  3. If connection is not ACTIVE, follow the returned auth link to complete setup
  4. Confirm connection status shows ACTIVE before running any workflows

Tool Discovery

Always discover available tools before executing workflows:

RUBE_SEARCH_TOOLS
queries: [{use_case: "Ynab operations", known_fields: ""}]
session: {generate_id: true}

This returns available tool slugs, input schemas, recommended execution plans, and known pitfalls.

Core Workflow Pattern

Step 1: Discover Available Tools

RUBE_SEARCH_TOOLS
queries: [{use_case: "your specific Ynab task"}]
session: {id: "existing_session_id"}

Step 2: Check Connection

RUBE_MANAGE_CONNECTIONS
toolkits: ["ynab"]
session_id: "your_session_id"

Step 3: Execute Tools

RUBE_MULTI_EXECUTE_TOOL
tools: [{
  tool_slug: "TOOL_SLUG_FROM_SEARCH",
  arguments: {/* schema-compliant args from search results */}
}]
memory: {}
session_id: "your_session_id"

Known Pitfalls

  • Always search first: Tool schemas change. Never hardcode tool slugs or arguments without calling RUBE_SEARCH_TOOLS
  • Check connection: Verify RUBE_MANAGE_CONNECTIONS shows ACTIVE status before executing tools
  • Schema compliance: Use exact field names and types from the search results
  • Memory parameter: Always include memory in RUBE_MULTI_EXECUTE_TOOL calls, even if empty ({})
  • Session reuse: Reuse session IDs within a workflow. Generate new ones for new workflows
  • Pagination: Check responses for pagination tokens and continue fetching until complete

Quick Reference

Operation Approach
Find tools RUBE_SEARCH_TOOLS with Ynab-specific use case
Connect RUBE_MANAGE_CONNECTIONS with toolkit ynab
Execute RUBE_MULTI_EXECUTE_TOOL with discovered tool slugs
Bulk ops RUBE_REMOTE_WORKBENCH with run_composio_tool()
Full schema RUBE_GET_TOOL_SCHEMAS for tools with schemaRef

Powered by Composio

FAQ

What is Rube MCP?

It's a system that allows AI to interact with other applications, like YNAB, in an automated way.

Do I need an API key?

No, you just need to set up Rube MCP in your client.

How do I know if the YNAB connection is active?

You can check the connection status after setting it up. If it's not active, follow the provided authentication link.

Details

Original description by the author

Automate Ynab tasks via Rube MCP (Composio). Always search tools first for current schemas.

repo: ComposioHQ/awesome-claude-skills

Popularity

GitHub stars
77k
Ranking position
#1665
License
—
Updated
9/18/2026

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