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Connect You Need A Budget (YNAB) to Gemini

Send You Need A Budget (YNAB) transactions, accounts, budgets and 3 more data types to Gemini on a schedule. Refresh as often as every 15 minutes.

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Gemini

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
Gemini queries your You Need A Budget (YNAB) data through the Coupler.io MCP connector. Access is read-only.
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How to connect You Need A Budget (YNAB) and Gemini

4 steps. You can preview the You Need A Budget (YNAB) data in Coupler.io before anything reaches Gemini.

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.

API key••••••••••••

Step 2 of 4

Choose what to export

Pick the You Need A Budget (YNAB) data you want in Gemini.

Step 3 of 4

Connect Gemini

Run the command from the destination step to add the Coupler.io MCP server to Gemini CLI, then authenticate with /mcp auth coupler.

Data set to shareTransactionsThe data view Gemini CLI can read
Commandgemini mcp add coupler --transport=http --scope=user https://mcp.coupler.io/mcp/xxxGenerated in the destination step, run in your terminal

Step 4 of 4

Set a schedule

Gemini sees the data as of the last run. Run it as often as every 15 minutes.

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Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
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You Need A Budget (YNAB) to Gemini questions

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 Gemini queries it read-only when you ask a question. It can't edit or delete You Need A Budget (YNAB) rows.

Gemini CLI and Gemini Enterprise. In Gemini CLI, add the Coupler.io MCP server to its configuration and sign in there.

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 Gemini.

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