--- title: "Connect Dastra and YNAB - APIANT.ai" description: "When \"New Task\" fires in Dastra, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Create a Task\" in Dastra." canonical: "https://apiant.ai/connect/dastra-to-ynab" --- # Connect Dastra and YNAB When **New Task** fires in [Dastra](https://apiant.ai/connections/dastra), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Create a Task** in Dastra. Describe the whole flow and it is built, tested on every scenario and kept running. Dastra **1** trigger Dastra **17** 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 Dastra 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 Dastra and YNAB can do together ### From Dastra to YNAB - When **New Task** in Dastra then **Create Transaction** in YNAB - When **New Task** in Dastra then **Budget to a Category** in YNAB ### From YNAB to Dastra - When **Goal Completed** in YNAB then **Create a Task** in Dastra - When **New Account** in YNAB then **Update task** in Dastra 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 Dastra and YNAB ## Triggers and actions 15 triggers · 21 actions - Trigger **New Task** Triggers when a new task is created in the chosen Dastra workspace. - Action **Add asset** Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record. - Action **Add data processing** Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose. - Action **Attach an Actor to a Data Processing** Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents. - Action **Create an Actor** Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record. - Action **Create a Task** Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records. - Action **Delete actor** Deletes an actor (a controller, processor or other third party) from a Dastra workspace. - Action **Delete task** Deletes a task from a Dastra workspace. - Action **Get actor** Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values. - Action **Get data processing** Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields. - Action **Get task** Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values. - Action **List assets** Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text. - Action **List tasks** Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text. - Action **Search Actor** Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters. - Action **Search Data Processing** Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record. - Action **Update actor** Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values. - Action **Update data processing** Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record. - Action **Update task** Updates an existing Dastra task. Fields you leave blank keep their current values. - 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 - [ **Dastra** Dastra is a simple and guided data protection solution to make your entire organization accountable for...](https://apiant.ai/connections/dastra) - [ **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 Dastra - [ **Dastra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dastra-to-hubspot) - [ **Dastra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dastra-to-salesforce) - [ **Dastra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dastra-to-slack) - [ **Dastra to Google Sheets** Google Sheets](https://apiant.ai/connect/dastra-to-google-sheets) - [ **Dastra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/dastra-to-gmail) - [ **Dastra to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/dastra-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 ## Dastra and YNAB, answered ### ### What can start an automation from Dastra? Any of Dastra's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Dastra? 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 Dastra? Yes. When something happens in YNAB, your agent can act in Dastra too. This page covers both directions: YNAB's triggers and Dastra's actions are listed here as well. ### ### Do I have to build a connector for Dastra 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 Dastra 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.