--- title: "Connect Buildin.AI and YNAB - APIANT.ai" description: "When \"Database Item Created\" fires in Buildin.AI, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/buildin-ai-to-ynab" --- # Connect Buildin.AI and YNAB When **Database Item Created** fires in [Buildin.AI](https://apiant.ai/connections/buildin-ai), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Block to Page** in Buildin.AI. Describe the whole flow and it is built, tested on every scenario and kept running. Buildin.AI **2** triggers Buildin.AI **8** 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 Buildin.AI 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 Buildin.AI and YNAB can do together ### From Buildin.AI to YNAB - When **Database Item Created** in Buildin.AI then **Create Transaction** in YNAB - When **Page Updated** in Buildin.AI then **Budget to a Category** in YNAB ### From YNAB to Buildin.AI - When **Goal Completed** in YNAB then **Add Block to Page** in Buildin.AI - When **New Account** in YNAB then **Add Content to Page** in Buildin.AI 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 Buildin.AI and YNAB ## Triggers and actions 16 triggers · 12 actions - Trigger **Database Item Created** Triggers when a new item (row) is added to a Buildin database. - Trigger **Page Updated** Triggers when a page in your Buildin workspace is created or edited. - Action **Add Block to Page** Appends one or more content blocks (paragraphs, headings, to-dos, lists and more) to a Buildin page or block. - Action **Add Content to Page** Adds a paragraph of text to the end of a Buildin page (or after/before a chosen block). - Action **Create Database** Creates a new database in Buildin with the columns you define, optionally inside a parent page. - Action **Create Database Item** Creates a new item (row) in a Buildin database, with its property values and optional page content. - Action **Create Page** Creates a new page in Buildin, at the workspace root, under a parent page, or as a row in a database, with optional content. - Action **Find Page by Title** Searches the workspace for pages whose title matches the text you give and returns the matching pages, with the first match broken out. - Action **Get Page and Children** Returns a page's details together with the content blocks directly inside it (up to 100). - Action **Update Database Item** Updates the property values, icon or cover of an existing item in a Buildin database. - 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 - [ **Buildin.AI** Buildin.AI is a workspace for docs, notes, tasks, wikis, databases & more.](https://apiant.ai/connections/buildin-ai) - [ **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 Buildin.AI - [ **Buildin.AI to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/buildin-ai-to-hubspot) - [ **Buildin.AI to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/buildin-ai-to-salesforce) - [ **Buildin.AI to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/buildin-ai-to-slack) - [ **Buildin.AI to Google Sheets** Google Sheets](https://apiant.ai/connect/buildin-ai-to-google-sheets) - [ **Buildin.AI to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/buildin-ai-to-gmail) - [ **Buildin.AI to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/buildin-ai-to-google-calendar) ## More into 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) - [ **Google Calendar to YNAB** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ynab) Questions ## Buildin.AI and YNAB, answered ### ### What can start an automation from Buildin.AI? Any of Buildin.AI's 2 triggers in the catalog, including Database Item Created and Page Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Buildin.AI? 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 Buildin.AI? Yes. When something happens in YNAB, your agent can act in Buildin.AI too. This page covers both directions: YNAB's triggers and Buildin.AI's actions are listed here as well. ### ### Do I have to build a connector for Buildin.AI 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 Buildin.AI 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.