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ynab-automation

Automate Ynab financial operations through the Rube MCP gateway.

74.2k|8.5k|Updated Oct 17, 2025
Search Tags:#mcp#finance#budgeting#Automation#Rube#YNAB
One-click install
npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill ynab-automation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ynab-automation
Source: https://github.com/ComposioHQ/awesome-claude-skills/tree/main/composio-skills/ynab-automation
Command: npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill ynab-automation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the manual overhead of managing personal finance entries in Ynab by providing a structured, automated interface for executing financial tasks.

Core Features & Use Cases

  • Tool Discovery: Dynamically fetch current Ynab tool schemas and execution plans via Rube MCP.
  • Connection Management: Verify and manage active Ynab API connections directly within the agent session.
  • Multi-Tool Execution: Perform bulk financial operations using discovered tool slugs and validated arguments.

Quick Start

Use the ynab-automation skill to search for available tools and execute a transaction update.

Frequently Asked Questions about ynab-automation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I connect Ynab to my agent?▼

Connect Ynab by calling the RUBE_MANAGE_CONNECTIONS tool with the 'ynab' toolkit parameter. Follow the provided authentication link to authorize the connection and ensure the status is set to ACTIVE.

Why must I call RUBE_SEARCH_TOOLS first?▼

Tool schemas and available operations in Ynab change frequently. Calling RUBE_SEARCH_TOOLS ensures you have the most current tool slugs, input schemas, and execution requirements before attempting any operations.

Can I automate bulk Ynab transactions?▼

Yes, use the RUBE_MULTI_EXECUTE_TOOL to perform bulk operations. Ensure you provide the correct tool slugs and arguments as returned by the initial search to maintain schema compliance.

What should I do if my Ynab connection is inactive?▼

If the connection status is not ACTIVE, re-run the RUBE_MANAGE_CONNECTIONS command. Follow the auth link provided in the response to re-authenticate your Ynab account.

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