--- title: "Connect Calendly and YNAB - APIANT.ai" description: "When \"New scheduled event (polling)\" fires in Calendly, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/calendly-to-ynab" --- # Connect Calendly and YNAB When **New scheduled event (polling)** fires in [Calendly](https://apiant.ai/connections/calendly), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Update event type availability schedule** in Calendly. Describe the whole flow and it is built, tested on every scenario and kept running. Calendly **2** triggers Calendly **18** 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 Calendly 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 Calendly and YNAB can do together ### From Calendly to YNAB - When **New scheduled event (polling)** in Calendly then **Create Transaction** in YNAB - When **Canceled scheduled event (polling)** in Calendly then **Budget to a Category** in YNAB ### From YNAB to Calendly - When **Goal Completed** in YNAB then **Update event type availability schedule** in Calendly - When **New Account** in YNAB then **Get current user** in Calendly 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 Calendly and YNAB ## Triggers and actions 16 triggers · 22 actions - Trigger **Canceled scheduled event (polling)** Triggers when a scheduled event is canceled. - Trigger **New scheduled event (polling)** Triggers when a new scheduled event is created. - Action **Cancel scheduled event** Cancels a scheduled event with a specified reason for the cancellation. - Action **Create single-use scheduling link** Creates a single-use booking link that allows one person to schedule an event. - Action **Get current user** Returns the authenticated user's profile including name, email, timezone, and scheduling URL. - Action **Get event type** Returns details for the specified event type. - Action **Get invitee** Returns details about a specific invitee for a scheduled event. - Action **Get invitee next scheduled event** Gets the next scheduled event for the invitee specified by their email. - Action **Get scheduled event** Returns details about a specific scheduled event. - Action **Get user availability schedule** Returns details for the specified user availability schedule. - Action **List event invitees** Returns the list of invitees for a scheduled event, optionally filtered by status. - Action **List event type availability schedules** Returns the event type's availability schedules. - Action **List event types** Returns your calendar's event type templates, optionally filtered by scope and active status. - Action **List organization memberships** Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role. - Action **List scheduled events** Returns scheduled events, filterable by scope, status, date range, and invitee email. - Action **List user availability schedules** Returns the user's availability schedules. - Action **List webhook subscriptions** Returns all webhook subscriptions for your organization. - Action **Mark invitee as no-show** Records that an invitee did not attend their scheduled event. - Action **Undo invitee no-show** Removes a no-show marking from an invitee. - Action **Update event type availability schedule** Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host. - 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 - [ **Calendly** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connections/calendly) - [ **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 Calendly - [ **Calendly to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/calendly-to-notion) - [ **Calendly to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **Calendly to CleverReach** CleverReach is an email marketing solution that lets you easily create newsletters online and send them to...](https://apiant.ai/connect/calendly-to-cleverreach) - [ **Calendly to CORE** Access the world's Open Access research papers](https://apiant.ai/connect/calendly-to-core) - [ **Calendly to Fera** Fera is a customer reviews app that allows you to automate review requests, display reviews on your site and...](https://apiant.ai/connect/calendly-to-fera) - [ **Calendly to Fidel Api** API for linking bank cards and streaming real-time card transaction data to power loyalty and rewards...](https://apiant.ai/connect/calendly-to-fidel-api) ## 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 ## Calendly and YNAB, answered ### ### What can start an automation from Calendly? Any of Calendly's 2 triggers in the catalog, including New scheduled event (polling) and Canceled scheduled event (polling). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Calendly? 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 Calendly? Yes. When something happens in YNAB, your agent can act in Calendly too. This page covers both directions: YNAB's triggers and Calendly's actions are listed here as well. ### ### Do I have to build a connector for Calendly 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 Calendly 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.