--- title: "Connect Call Loop 2.0 and YNAB - APIANT.ai" description: "When \"Contact Added to List\" fires in Call Loop 2.0, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/call-loop-2-0-to-ynab" --- # Connect Call Loop 2.0 and YNAB When **Contact Added to List** fires in [Call Loop 2.0](https://apiant.ai/connections/call-loop-2-0), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Create (Update) Contact** in Call Loop 2.0. Describe the whole flow and it is built, tested on every scenario and kept running. Call Loop 2.0 **2** triggers Call Loop 2.0 **13** 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 Call Loop 2.0 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 Call Loop 2.0 and YNAB can do together ### From Call Loop 2.0 to YNAB - When **Contact Added to List** in Call Loop 2.0 then **Create Transaction** in YNAB - When **Contact Created or Updated** in Call Loop 2.0 then **Budget to a Category** in YNAB ### From YNAB to Call Loop 2.0 - When **Goal Completed** in YNAB then **Create (Update) Contact** in Call Loop 2.0 - When **New Account** in YNAB then **Send SMS / MMS Message** in Call Loop 2.0 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 Call Loop 2.0 and YNAB ## Triggers and actions 16 triggers · 17 actions - Trigger **Contact Added to List** Triggers when a contact is added to the selected Call Loop list. - Trigger **Contact Created or Updated** Triggers when a contact is created or updated in Call Loop. - Action **Add list** Creates a new contact list in Call Loop and returns the created list. - Action **Create (Update) Contact** Creates a contact, or updates the existing contact with the same phone number, and returns the saved contact. - Action **Delete contact** Permanently deletes one or more contacts by ID and returns a confirmation with the number deleted. - Action **Find contacts by search term** Returns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state. - Action **Get contact** Returns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found. - Action **Get message** Returns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found. - Action **List contacts** Returns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included. - Action **Send Ringless Voicemail** Queues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state. - Action **Send SMS / MMS Message** Queues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status. - Action **Send Voice Broadcast** Queues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status. - Action **Update contact** Updates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact. - Action **Update list** Renames an existing contact list and returns the updated list. - Action **Update Opt-In Status** Sets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent. - 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 - [ **Call Loop 2.0** Call Loop is an all-in-one SMS Texting, Voice Broadcasts, & Ringless Voicemail platform.](https://apiant.ai/connections/call-loop-2-0) - [ **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 Call Loop 2.0 - [ **Call Loop 2.0 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/call-loop-2-0-to-hubspot) - [ **Call Loop 2.0 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/call-loop-2-0-to-salesforce) - [ **Call Loop 2.0 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/call-loop-2-0-to-slack) - [ **Call Loop 2.0 to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/call-loop-2-0-to-google-sheets) - [ **Call Loop 2.0 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/call-loop-2-0-to-gmail) - [ **Call Loop 2.0 to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/call-loop-2-0-to-google-calendar) ## 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 ## Call Loop 2.0 and YNAB, answered ### ### What can start an automation from Call Loop 2.0? Any of Call Loop 2.0's 2 triggers in the catalog, including Contact Added to List and Contact Created or 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 Call Loop 2.0? 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 Call Loop 2.0? Yes. When something happens in YNAB, your agent can act in Call Loop 2.0 too. This page covers both directions: YNAB's triggers and Call Loop 2.0's actions are listed here as well. ### ### Do I have to build a connector for Call Loop 2.0 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 Call Loop 2.0 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.