# Connect Commerce Tools and YNAB When **New customer** fires in [Commerce Tools](https://apiant.ai/connections/commerce-tools), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add customer** in Commerce Tools. Describe the whole flow and it is built, tested on every scenario and kept running. Commerce Tools **2** triggers Commerce Tools **21** 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 Tools 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 Tools and YNAB can do together ### From Commerce Tools to YNAB - When **New customer** in Commerce Tools then **Create Transaction** in YNAB - When **New order** in Commerce Tools then **Budget to a Category** in YNAB ### From YNAB to Commerce Tools - When **Goal Completed** in YNAB then **Add customer** in Commerce Tools - When **New Account** in YNAB then **Add order from cart** in Commerce Tools 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 Tools and YNAB ## Triggers and actions 16 triggers · 25 actions - Trigger **New customer** Triggers when a new customer is created in your commercetools project. - Trigger **New order** Triggers when a new order is created in the commercetools project. - Action **Add cart** Creates a new shopping cart in your commercetools project, optionally with line items, customer, addresses and discount codes. - Action **Add category** Creates a category in your commercetools project for organizing products. - Action **Add customer** Creates a customer in your commercetools project and returns the new customer record. - Action **Add order from cart** Creates an order from an existing cart, optionally setting its order number and initial order, payment and shipment states. - Action **Add product** Creates a product in your commercetools project with its product type, name, slug and optional variants, prices, categories and attributes. - Action **Delete customer** Deletes a customer, optionally erasing all of their related personal data. Returns the deleted customer. - Action **Delete product** Deletes a product from the catalog and returns the product as it was when deleted. - Action **Find categories** Finds categories in your commercetools project that match a filter, such as a key, slug or name. - Action **Find customers** Finds customers matching a filter condition, such as an email address or last name. - Action **Find inventory entries** Returns the inventory entries (stock quantities per SKU and supply channel) that match a filter. - Action **Find orders** Finds orders in the commercetools project that match a filter condition. - Action **Find products** Finds products in your commercetools project that match a filter condition, such as a product key or name. - Action **Get cart** Returns a cart by its id, including its line items, totals, addresses and state. - Action **Get customer** Returns a single customer by its id, including addresses and custom fields. - Action **Get order** Returns an order by its id, including line items, totals, state and custom fields. - Action **Get product** Returns a product by its id, including its current and staged data, variants and prices. - Action **Update cart** Updates a cart by applying one or more update actions, such as adding line items or setting the shipping address, and returns the updated cart. - Action **Update customer** Applies one or more update actions to an existing customer, such as changing their email, name or addresses, and returns the updated customer. - Action **Update inventory entry** Updates an inventory entry, for example adding, removing or setting its stock quantity, and returns the updated entry. - Action **Update order** Updates an order by applying one or more update actions, such as changing its order, shipment or payment state. - Action **Update product** Updates a product by applying one or more update actions, and returns the updated product. - 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 Tools** Headless commerce platform providing APIs for product catalog, cart, order, and inventory management across...](https://apiant.ai/connections/commerce-tools) - [ **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 Tools - [ **Commerce Tools to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/commerce-tools-to-hubspot) - [ **Commerce Tools to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/commerce-tools-to-salesforce) - [ **Commerce Tools to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/commerce-tools-to-slack) - [ **Commerce Tools to Google Sheets** Google Sheets](https://apiant.ai/connect/commerce-tools-to-google-sheets) - [ **Commerce Tools to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/commerce-tools-to-gmail) - [ **Commerce Tools to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/commerce-tools-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 Tools and YNAB, answered ### ### What can start an automation from Commerce Tools? Any of Commerce Tools's 2 triggers in the catalog, including New customer and New order. 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 Tools? 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 Tools? Yes. When something happens in YNAB, your agent can act in Commerce Tools too. This page covers both directions: YNAB's triggers and Commerce Tools's actions are listed here as well. ### ### Do I have to build a connector for Commerce Tools 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.