Connect You Need A Budget (YNAB) to Claude
Send You Need A Budget (YNAB) transactions, accounts, budgets and 3 more data types to Claude on a schedule. Refresh as often as every 15 minutes.
Claude
Which You Need A Budget (YNAB) customers have invoices more than 30 days overdue, and what is the total?
Querying the You Need A Budget (YNAB) data set in Coupler.io
How to connect You Need A Budget (YNAB) and Claude
4 steps. You can preview the You Need A Budget (YNAB) data in Coupler.io before anything reaches Claude.
Step 1 of 4
Connect You Need A Budget (YNAB)
Enter your You Need A Budget (YNAB) API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the You Need A Budget (YNAB) data you want in Claude.
Step 3 of 4
Connect Claude
Add the Coupler.io connector in Claude and authenticate. For Claude Code, run the command shown in the destination step, then authorize via /mcp.
Step 4 of 4
Set a schedule
Claude sees the data as of the last run. Run it as often as every 15 minutes.
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Build your You Need A Budget (YNAB) integrations with these destinations
Get the most of You Need A Budget (YNAB) to Claude integration
Gather data
Understand data
Automate data
Act on data
6 data types, including Transactions, Accounts, Budgets, Categories and Payees.
With your You Need A Budget (YNAB) API key, entered once when you add the connection.
No. The data stays in Coupler.io, and Claude queries it read-only when you ask a question. It can't edit or delete You Need A Budget (YNAB) rows.
Team and Enterprise work with the official connector. On individual Free and Pro plans, use the custom connector if the official one shows no tools.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches Claude.
