Microsoft Copilot security directory

You Need A Budget (Independent Publisher)

Published by Troy Taylor

Medium risk

You Need A Budget (YNAB) allows you to build a personal application to interact with your own budget or build an application that any other YNABer can authorize and use.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
  • Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 30 tools or capabilities.

  • Bulk create transactions
  • Create account
  • Create transaction
  • Get account by ID
  • Get accounts
  • Get budget by ID
  • Get budget month
  • Get budget months
  • Get budget settings by ID
  • Get budgets
  • Get categories
  • Get Category by ID
  • Get month category by ID
  • Get payee by ID
  • Get payee location by ID
  • Get payee locations
  • Get payee locations by payee
  • Get payees
  • Get scheduled transaction by ID
  • Get scheduled transactions
  • Get transaction by ID
  • Get transactions
  • Get transactions by account
  • Get transactions by category

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