# Connect Commerce Layer and YNAB When **New Attachment** fires in [Commerce Layer](https://apiant.ai/connections/commerce-layer), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Customer Address** in Commerce Layer. Describe the whole flow and it is built, tested on every scenario and kept running. Commerce Layer **13** triggers Commerce Layer **28** 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 Commerce Layer and YNAB to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Commerce Layer and YNAB can do together ### From Commerce Layer to YNAB - When **New Attachment** in Commerce Layer then **Create Transaction** in YNAB - When **New Customer** in Commerce Layer then **Budget to a Category** in YNAB ### From YNAB to Commerce Layer - When **Goal Completed** in YNAB then **Add Customer Address** in Commerce Layer - When **New Account** in YNAB then **Add Customer Password Reset** in Commerce Layer 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 Commerce Layer and YNAB ## Triggers and actions 27 triggers · 32 actions - Trigger **New Attachment** Triggers when a new Attachment is created. - Trigger **New Customer** Triggers when a new Customer is created. - Trigger **New Customer Address Event** Triggers when a customer address is created. - Trigger **New Customer Password Reset Event** Triggers when a customer password reset is requested. - Trigger **New Customer Subscription Event** Triggers when a given customer_subscription event (one of create or destroy) is fired. - Trigger **New Price** Triggers when a new Price is created. - Trigger **New Price Import** Fires when a new price import is created in Commerce Layer. - Trigger **New Price List** Triggers when a new Price List is created. - Trigger **New Shipping Category** Triggers when a Shipping Category is created. - Trigger **New SKU** Triggers when a new SKU is created. - Trigger **New SKU Import** Triggers when a new SKU import is created. - Trigger **New Stock Item Import** Triggers when a new Stock Item import is created. - Trigger **New Stock Transfer Event** Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired). - Action **Add Customer Address** Adds an existing address to a customer's address book. - Action **Add Customer Password Reset** Requests a password reset for a customer, returning the reset token to send them. - Action **Add Customer Subscription** Subscribes a customer email to a list, identified by a reference such as a newsletter id. - Action **Add Stock Transfer** Moves a quantity of a SKU from one stock location to another. - Action **Balance Change Gift Card** Change balance of a gift card. - Action **Create Address** Creates a postal address that can be attached to customers, orders and stock locations. - Action **Create Attachment** Creates a new Attachment. - Action **Create Customer** Creates a new Customer. - Action **Create Gift Card** Creates a new Gift Card. - Action **Create Price Import** Creates a new Price Import. - Action **Create Price List** Creates a new Price List. - Action **Create SKU** Creates a new SKU. - Action **Find Attachment** Finds a Attachment by name. - Action **Find Customer** Finds a customer by id or reference. - Action **Find Gift Card** Finds a gift card by id or reference. - Action **Find Price** Finds a price by price list. - Action **Find Price Import** Finds a Price Import by status. - Action **Find Price List** Finds a Price List by name. - Action **Find Shipping Category** Finds an Shipping Category by name. - Action **Find SKU** Finds an SKU by code. - Action **Find SKU Import** Finds an SKU Import by status. - Action **Find Stock Item Import** Finds a Stock Item Import by status. - Action **Get Address** Retrieves one address by id. - Action **Get Customer Address** Retrieves one customer address link by id. - Action **Get Customer Password Reset** Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at. - Action **Get Customer Subscription** Retrieves one customer subscription by id. - Action **Get Stock Transfer** Retrieves one stock transfer by id. - Action **Update Customer Reference** Update customer data setting external identifier. - 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 - [ **Commerce Layer** Commerce Layer is a lightning fast, super flexible and ultra secure REST API that lets you build...](https://apiant.ai/connections/commerce-layer) - [ **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 Commerce Layer - [ **Commerce Layer to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/commerce-layer-to-hubspot) - [ **Commerce Layer to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/commerce-layer-to-salesforce) - [ **Commerce Layer to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/commerce-layer-to-slack) - [ **Commerce Layer to Google Sheets** Google Sheets](https://apiant.ai/connect/commerce-layer-to-google-sheets) - [ **Commerce Layer to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/commerce-layer-to-gmail) - [ **Commerce Layer to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/commerce-layer-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 ## Commerce Layer and YNAB, answered ### ### What can start an automation from Commerce Layer? Any of Commerce Layer's 13 triggers in the catalog, including New Attachment, New Customer, New Customer Address Event and New Customer Password Reset Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Commerce Layer? 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 Commerce Layer? Yes. When something happens in YNAB, your agent can act in Commerce Layer too. This page covers both directions: YNAB's triggers and Commerce Layer's actions are listed here as well. ### ### Do I have to build a connector for Commerce Layer 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. ### ### 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.