--- title: "Connect DialMyCalls and YNAB - APIANT.ai" description: "When \"New Contact\" fires in DialMyCalls, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add a Contact\" in DialMyCalls." canonical: "https://apiant.ai/connect/dialmycalls-to-ynab" --- # Connect DialMyCalls and YNAB When **New Contact** fires in [DialMyCalls](https://apiant.ai/connections/dialmycalls), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add a Contact** in DialMyCalls. Describe the whole flow and it is built, tested on every scenario and kept running. DialMyCalls **2** triggers DialMyCalls **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 DialMyCalls 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 DialMyCalls and YNAB can do together ### From DialMyCalls to YNAB - When **New Contact** in DialMyCalls then **Create Transaction** in YNAB - When **List Incoming Texts** in DialMyCalls then **Budget to a Category** in YNAB ### From YNAB to DialMyCalls - When **Goal Completed** in YNAB then **Add a Contact** in DialMyCalls - When **New Account** in YNAB then **Update a Contact** in DialMyCalls 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 DialMyCalls and YNAB ## Triggers and actions 16 triggers · 25 actions - Trigger **List Incoming Texts** Triggers when a new text message comes in to your DialMyCalls number. - Trigger **New Contact** Triggered when a new contact is added to your DialMyCalls address book. - Action **Add a Contact** Adds a contact to your DialMyCalls account, optionally placing them in one or more groups. - Action **Add a Group** Creates a new contact group in your DialMyCalls account. - Action **Add a Recording (From Phone Call)** Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone. - Action **Add a Recording (From URL)** Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply. - Action **Add a Recording (Text-to-Speech)** Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose. - Action **Delete a Contact** Deletes a contact from your DialMyCalls account. - Action **Delete a Group** Deletes a contact group from your DialMyCalls account. - Action **Delete a Recording** Deletes a recording from your DialMyCalls account. - Action **Get a Contact** Returns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to. - Action **Get a Group** Returns one contact group from your DialMyCalls account, including its name and how many contacts are in it. - Action **Get an Incoming Text** Returns one text message that came in to your DialMyCalls number, including who it came from and the message body. - Action **Get a Recording** Returns one recording from your DialMyCalls account, including its name, length and the web address of its sound file. - Action **List Call Broadcasts** Returns all the call broadcasts in your DialMyCalls account. - Action **List Caller IDs** Returns all the caller IDs on your DialMyCalls account, including whether each one has been verified. - Action **List Contacts** Returns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses. - Action **List Groups** Returns all the contact groups in your DialMyCalls account, with each group's name and contact count. - Action **List Recordings** Returns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address. - Action **List Text Broadcasts** Returns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time. - Action **Update a Contact** Updates a contact in your DialMyCalls address book. Fields you leave blank are left as they are. - Action **Update a Group** Renames a contact group in your DialMyCalls account. - Action **Update a Recording** Renames a recording in your DialMyCalls account. - 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 - [ **DialMyCalls** DialMyCalls provides calling and texting to customers around the world.](https://apiant.ai/connections/dialmycalls) - [ **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 DialMyCalls - [ **DialMyCalls to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dialmycalls-to-hubspot) - [ **DialMyCalls to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dialmycalls-to-salesforce) - [ **DialMyCalls to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dialmycalls-to-slack) - [ **DialMyCalls to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/dialmycalls-to-google-sheets) - [ **DialMyCalls to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/dialmycalls-to-gmail) - [ **DialMyCalls to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/dialmycalls-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 ## DialMyCalls and YNAB, answered ### ### What can start an automation from DialMyCalls? Any of DialMyCalls's 2 triggers in the catalog, including New Contact and List Incoming Texts. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in DialMyCalls? 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 DialMyCalls? Yes. When something happens in YNAB, your agent can act in DialMyCalls too. This page covers both directions: YNAB's triggers and DialMyCalls's actions are listed here as well. ### ### Do I have to build a connector for DialMyCalls 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 DialMyCalls 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.