Download apps
AI agent for YNAB
02Overview
Why teams connect YNAB
Trooper agents connect to YNAB through secure OAuth or API credentials synced to your private OpenClaw server.
Connect YNAB through Composio.
Every action runs as a traced ticket on the unified board. Combine YNAB with GitHub, Gmail, Slack, and 1,000+ other plugins in multi-agent workflows.
Autonomous execution
Trooper agents call YNAB APIs directly — search, read, write, and report back on traced tickets.
Approval gates
Sensitive writes wait for your authorization. Agents propose; you approve; the system executes.
Multi-agent workflows
Combine YNAB with GitHub, Gmail, Slack, and 1,000+ plugins on one OpenClaw-powered board.
03Playbooks
YNAB workflows your team runs.
Event triggers, bi-directional sync, and notify paths — YNAB connected to Trooper playbooks. Connect YNAB through Composio.
Threshold hitYNAB pingAck gate04Use cases
What agents do with YNAB
Search and summarize
Agent queries YNAB for context before drafting a response or next action.
Create and update records
Write back to YNAB with traced changes and human approval on sensitive ops.
Cross-tool workflows
Chain YNAB with email, CRM, or code tools in a single multi-step mission.
05Setup
Connect YNAB
Credentials save to your private AI server and sync to OpenClaw. Configure in Settings → Plugins after deploy.
- 01
Deploy a Trooper unit at app.trooper.so
- 02
Open Settings → Plugins and connect YNAB via OAuth or API key
- 03
Assign the YNAB plugin to the right agent on your roster
- 04
Delegate a task from Slack, chat, or the unified task board
06Related
