---
title: "Connect ConfigCat and YNAB - APIANT.ai"
description: "When \"Feature Flag & Setting value changed\" fires in ConfigCat, your agent runs \"Create Transaction\" in YNAB."
canonical: "https://apiant.ai/connect/configcat-to-ynab"
---

# Connect ConfigCat and YNAB

When **Feature Flag & Setting value changed** fires in [ConfigCat](https://apiant.ai/connections/configcat), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Config** in ConfigCat. Describe the whole flow and it is built, tested on every scenario and kept running.

ConfigCat **1** trigger ConfigCat **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 ConfigCat 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 ConfigCat and YNAB can do together

### From ConfigCat to YNAB

- When **Feature Flag & Setting value changed** in ConfigCat then **Create Transaction** in YNAB
- When **Feature Flag & Setting value changed** in ConfigCat then **Budget to a Category** in YNAB

### From YNAB to ConfigCat

- When **Goal Completed** in YNAB then **Add Config** in ConfigCat
- When **New Account** in YNAB then **Add Flag** in ConfigCat

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 ConfigCat and YNAB

## Triggers and actions 15 triggers · 32 actions

- Trigger

**Feature Flag & Setting value changed**

Triggers when a ConfigCat Feature Flag or Setting value is changed.

- Action

**Add Config**

Create a new config within a product.

- Action

**Add Flag**

Create a new feature flag or setting within a config.

- Action

**Add Segment**

Create a new segment within a product.

- Action

**Add Tag**

Create a new tag within a product.

- Action

**Delete Config**

Delete a config.

- Action

**Delete Flag**

Delete a feature flag or setting.

- Action

**Delete Segment**

Delete a segment.

- Action

**Delete Tag**

Delete a tag.

- Action

**Get Config**

Get a single config by id.

- Action

**Get Environment**

Get a single environment by id.

- Action

**Get Flag**

Get a single feature flag or setting by id.

- Action

**Get Flag value**

Get the current served value of a feature flag or setting in an environment.

- Action

**Get Product**

Get a single product by id.

- Action

**Get Segment**

Get a single segment by id.

- Action

**Get Tag**

Get a single tag by id.

- Action

**List Configs**

List all configs (SDK config bundles) within a product.

- Action

**List Environments**

List all environments within a product.

- Action

**List Flags**

List all feature flags and settings within a config.

- Action

**List Organizations**

List all organizations the caller has access to.

- Action

**List Products**

List all products the caller has access to.

- Action

**List Segments**

List all segments within a product.

- Action

**List Tags**

List all tags within a product.

- Action

**Update Config**

Update a config's name/description/order.

- Action

**Update Environment**

Update an environment's name/color/description.

- Action

**Update Flag**

Update a feature flag or setting's metadata (name, hint, tags).

- Action

**Update Flag value**

Update (turn on/off, change served value or targeting) a feature flag or setting's value in an environment.

- Action

**Update Segment**

Update a segment's name/rules.

- Action

**Update Tag**

Update a tag's name/color.

- 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

- [ **ConfigCat** 10 minutes trainable feature flag and configuration management service with unlimited team size, awesome...](https://apiant.ai/connections/configcat)
- [ **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 ConfigCat

- [ **ConfigCat to Flokzu** Flokzu is a powerful cloud BPM suite, made agile & friendly!](https://apiant.ai/connect/configcat-to-flokzu)
- [ **ConfigCat to Geocode.xyz** Geocode.xyz is a worldwide geocoding service.](https://apiant.ai/connect/configcat-to-geocode-xyz)
- [ **ConfigCat to New Relic Insights** New Relic Insights is a real-time analytics platform that collects metrics directly from your live...](https://apiant.ai/connect/configcat-to-new-relic-insights)
- [ **ConfigCat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/configcat-to-hubspot)
- [ **ConfigCat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/configcat-to-salesforce)
- [ **ConfigCat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/configcat-to-slack)

## 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

## ConfigCat and YNAB, answered

###

### What can start an automation from ConfigCat?

Any of ConfigCat's 1 trigger in the catalog, including Feature Flag & Setting value changed. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in YNAB when something happens in ConfigCat?

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 ConfigCat?

Yes. When something happens in YNAB, your agent can act in ConfigCat too. This page covers both directions: YNAB's triggers and ConfigCat's actions are listed here as well.

###

### Do I have to build a connector for ConfigCat 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 ConfigCat 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.
