Integrations
YNAB integration
Your YNAB budget.In your agent.
Connect YNAB, the personal budgeting app, to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent reads your plan's categories, months and transactions, and tells you where you are overspent and what is left to assign. It uses your own YNAB account. Adding a transaction or moving money is a separate call that approvals can hold.
Give this to your agent
set up https://corespeed.io/SKILL.mdConnect YNAB after setup. Access follows the connected account and its permissions.
Ask about your budget.Get a plain answer.
Requests you can make once YNAB is connected. The data is fictional.
- YNABNovember
November plan
- Groceries: $412 spent of $500 assigned.
- Dining out: $238 spent of $200 assigned.
- Ready to Assign: $120.
Check the month
From the plan you connected
Approval requestWaiting
Claude Code for You
ynab__update_month_category
“Set November's Dining out assigned amount to $238.”
Policy: Ask before changing a YNAB budget.
ApproveDeny
Cover the overspending, with a check
Held for approval
- Claude CodeAnswer
Upcoming
$1,905 in the next 30 days.
- Rent $1,650, phone $55, gym $45, streaming $155.
- All four are covered.
See what is coming up
Read only · Nothing changed
Where the money went.What is left to assign.
Let your agent read this month's categories and recent transactions in YNAB, and point out the overspending.
Reads fromYNAB
All connectors →In YNAB, check this month's categories and the transactions behind any overspending. Tell me what to cover from Ready to Assign. Do not change anything.
ynab__get_monthok
1 category overspent. $120 Ready to Assign.
Keep your agent.Bring your work.
One CoreSpeed account, across compatible agents.
- 1
Set up CoreSpeed
Give your agent the setup line. It adds CoreSpeed and signs you in.
- 2
Connect YNAB
Authorize the account and the content you need.
- 3
Start with one task
Ask for a summary, a brief, or a draft. Review the answer.
Setup guidesClaude CodeCodexCursor