--- title: "Connect 5pm and YNAB - APIANT.ai" description: "When \"New Progress\" fires in 5pm, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add Task Progress\" in 5pm." canonical: "https://apiant.ai/connect/5pm-to-ynab" --- # Connect 5pm and YNAB When **New Progress** fires in [5pm](https://apiant.ai/connections/5pm), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Task Progress** in 5pm. Describe the whole flow and it is built, tested on every scenario and kept running. 5pm **7** triggers 5pm **21** actions YNAB **14** triggers YNAB **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want 5pm and YNAB to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What 5pm and YNAB can do together ### From 5pm to YNAB - When **New Progress** in 5pm then **Create Transaction** in YNAB - When **New Project** in 5pm then **Budget to a Category** in YNAB ### From YNAB to 5pm - When **Goal Completed** in YNAB then **Add Task Progress** in 5pm - When **New Account** in YNAB then **Create Task **in 5pm Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with 5pm and YNAB ## Triggers and actions 21 triggers · 25 actions - Trigger **New Progress** Triggers when a new task progress is created. - Trigger **New Project** Fires when a new project is created in 5pm. - Trigger **New Task** Triggers when a new support task is created. - Trigger **New User** Triggers when a new support user is created. - Trigger **Updated Project** Fires when a project is updated in 5pm. - Trigger **Updated Task** Triggers when a new support task is updated. - Trigger **Updated User** Triggers when a new support user is updated. - Action **Add Task Progress** Add Task Progress (progress in percent and house down). - Action **Add User** Create a new user in the 5pm account (UsersService add). - Action **Create Note** Creates a new note in task. - Action **Create Project** Creates a new project. - Action **Create Task** - Action **Delete Note** Remove an activity note/progress message (ActivityService remove). - Action **Delete Project** Remove a project (ProjectsService remove). - Action **Delete Task** Remove a task from a 5pm project (TasksService remove). - Action **Delete User** Remove a user from the account (UsersService remove). - Action **Find Project by Id** Retrieve a single project by its id (ProjectsService getById). - Action **Find Task** Finds a task in the application. - Action **Find Task by Id** Finds a task by Id in the application. - Action **Find User by Email** Retrieve a user by their email address (UsersService getByEmail). - Action **Find User by Id** Finds a user by Id in the system. - Action **List Notes** List activity notes/progress messages on a task (ActivityService getList). - Action **List Projects** List all projects in the account (ProjectsService getAll/getList). - Action **List Users** List all users in the account (UsersService getAll). - Action **Update Note** Update an activity note/progress message (ActivityService update). - Action **Update Project** Update a project's fields (ProjectsService update). - Action **Update Task** Update task in the application. - Action **Update User** Update a user's fields (UsersService update). - Trigger **Category Overspent** Triggers when a category is overspent and has a negative balance. - Trigger **Goal Completed** Triggers when a goal is completed. - Trigger **Low Account Balance** Triggers when a Checking or Savings account balance drops below a certain amount during a month. - Trigger **Low Category Balance** Triggers when a category balance drops below a certain amount. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Category** Triggers when a new category is created. - Trigger **New or Updated Account** Triggers when a new account is created or an existing account is updated. - Trigger **New or Updated Category** Triggers when a new category is created or an existing category is updated. - Trigger **New or Updated Scheduled Transaction** Triggers when a scheduled transaction is created or updated. - Trigger **New or Updated Transaction** Triggers when a transaction is created or updated. - Trigger **New Payee** Triggers when a new payee is created. - Trigger **New Transaction** Triggers when a new transaction is created. - Trigger **Spending in Account** Triggers when a new outflow transaction is created in an account. - Trigger **Spending in Category** Triggers when a new outflow transaction is assigned to a category. - Action **Budget to a Category** Budgets to a category in the current month. - Action **Create Transaction** Creates a new transaction. - Action **Get Current Budget Month** Returns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts. - Action **Get Current Month Summary** Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts. ## Each app on its own - [ **5pm** 5pm is an online project management tool for teams.](https://apiant.ai/connections/5pm) - [ **YNAB** YNAB is an award-winning personal finance app and method that helps you gain total control of your money.](https://apiant.ai/connections/ynab) Reviews ## What our customers say ## More from 5pm - [ **5pm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/5pm-to-hubspot) - [ **5pm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/5pm-to-salesforce) - [ **5pm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/5pm-to-gmail) - [ **5pm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/5pm-to-google-calendar) - [ **5pm to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/5pm-to-google-drive) - [ **5pm to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/5pm-to-mailchimp) ## More into YNAB - [ **Vercel to YNAB** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-ynab) - [ **Postman to YNAB** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/postman-to-ynab) - [ **HubSpot to YNAB** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ynab) - [ **Salesforce to YNAB** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ynab) - [ **Slack to YNAB** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ynab) - [ **Gmail to YNAB** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ynab) Questions ## 5pm and YNAB, answered ### ### What can start an automation from 5pm? Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in 5pm? Any of YNAB's 4 actions, including Create Transaction, Budget to a Category, Get Current Budget Month and Get Current Month Summary. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from YNAB to 5pm? Yes. When something happens in YNAB, your agent can act in 5pm too. This page covers both directions: YNAB's triggers and 5pm's actions are listed here as well. ### ### Do I have to build a connector for 5pm or YNAB? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use 5pm and YNAB without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.