--- title: "Connect Airparser and YNAB - APIANT.ai" description: "When \"Document Parsed\" fires in Airparser, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/airparser-to-ynab" --- # Connect Airparser and YNAB When **Document Parsed** fires in [Airparser](https://apiant.ai/connections/airparser), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Extract Data From a Document** in Airparser. Describe the whole flow and it is built, tested on every scenario and kept running. Airparser **1** trigger Airparser **9** 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 Airparser 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 Airparser and YNAB can do together ### From Airparser to YNAB - When **Document Parsed** in Airparser then **Create Transaction** in YNAB - When **Document Parsed** in Airparser then **Budget to a Category** in YNAB ### From YNAB to Airparser - When **Goal Completed** in YNAB then **Extract Data From a Document** in Airparser - When **New Account** in YNAB then **Extract Data From a Document (Async)** in Airparser 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 Airparser and YNAB ## Triggers and actions 15 triggers · 13 actions - Trigger **Document Parsed** Triggers when Airparser finishes parsing a document in the chosen inbox, giving you the extracted data. - Action **Create an Inbox** Creates a new Airparser inbox that documents can be sent to for parsing. - Action **Create or Update Extraction Schema** Sets which fields Airparser should pull out of documents sent to an inbox, replacing whatever schema was there before. - Action **Delete an Inbox** Deletes an Airparser inbox and the documents stored in it. - Action **Extract Data From a Document** Sends a document to an Airparser inbox, waits for it to be parsed, and returns the extracted data. - Action **Extract Data From a Document (Async)** Sends a document to an Airparser inbox and returns straight away without waiting for parsing. Use the Document Parsed trigger or Get Document to pick up the result. - Action **Get a Document** Returns a parsed Airparser document, including the data extracted from it. - Action **Get an Inbox** Returns one Airparser inbox with its settings, its email address prefix and its current extraction schema. - Action **List Documents** Lists the documents in an Airparser inbox, with the data extracted from each one. - Action **List Inboxes** Lists all the Airparser inboxes in the connected account. - 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 - [ **Airparser** Airparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...](https://apiant.ai/connections/airparser) - [ **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 Airparser - [ **Airparser to Action1** Action1 is an autonomous endpoint management platform -cloud-native, scalable, secure, set up in 5 minutes...](https://apiant.ai/connect/airparser-to-action1) - [ **Airparser to Algebras** Algebras is an agentic machine translation engine empowered with LLMs, supporting 100k+ language translation...](https://apiant.ai/connect/airparser-to-algebras) - [ **Airparser to PassEngine** PassEngine is a platform for creating and managing virtual membership cards and QR passes for events...](https://apiant.ai/connect/airparser-to-passengine) - [ **Airparser to Password Pusher** Creates encrypted, self-destructing links for one-time sharing of passwords and sensitive text or files.](https://apiant.ai/connect/airparser-to-password-pusher) - [ **Airparser to Pickaxe** Pickaxe is a simple, no-code platform to build, launch, and sell AI products.](https://apiant.ai/connect/airparser-to-pickaxe) - [ **Airparser to Transport for Los Angeles, US** LA Metro's developer API publishes real-time and static data for bus and rail service in Los Angeles County.](https://apiant.ai/connect/airparser-to-transport-for-los-angeles-us) ## 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 ## Airparser and YNAB, answered ### ### What can start an automation from Airparser? Any of Airparser's 1 trigger in the catalog, including Document Parsed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Airparser? 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 Airparser? Yes. When something happens in YNAB, your agent can act in Airparser too. This page covers both directions: YNAB's triggers and Airparser's actions are listed here as well. ### ### Do I have to build a connector for Airparser 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 Airparser 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.