--- title: "Connect Drag'n Survey and YNAB - APIANT.ai" description: "When \"Respondent Answers\" fires in Drag'n Survey, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/drag-n-survey-to-ynab" --- # Connect Drag'n Survey and YNAB When **Respondent Answers** fires in [Drag'n Survey](https://apiant.ai/connections/drag-n-survey), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Get Question Responses** in Drag'n Survey. Describe the whole flow and it is built, tested on every scenario and kept running. Drag'n Survey **1** trigger Drag'n Survey **6** 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 Drag'n Survey 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 Drag'n Survey and YNAB can do together ### From Drag'n Survey to YNAB - When **Respondent Answers** in Drag'n Survey then **Create Transaction** in YNAB - When **Respondent Answers** in Drag'n Survey then **Budget to a Category** in YNAB ### From YNAB to Drag'n Survey - When **Goal Completed** in YNAB then **Get Question Responses** in Drag'n Survey - When **New Account** in YNAB then **Get Respondent** in Drag'n Survey 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 Drag'n Survey and YNAB ## Triggers and actions 15 triggers · 10 actions - Trigger **Respondent Answers** Triggers when a respondent answer your survey. - Action **Delete Collector** Delete a collector by ID. - Action **Delete Respondent** Delete a respondent by ID, removing their submitted answers. - Action **Get Question Responses** Retrieve all responses associated with a given survey question/component. - Action **Get Respondent** Retrieve a respondent's answers in a human-readable form by respondent ID. - Action **List Collectors** Fetch the collectors (distribution channels) of a given survey. - Action **List Respondents** Lists the ids of every respondent on a survey, optionally narrowed to those who completed it, those who never answered, or those matching a saved report's filters. - 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 - [ **Drag'n Survey** Drag'n Survey make it easy to build powerful surveys to get and analyze the information you need.](https://apiant.ai/connections/drag-n-survey) - [ **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 Drag'n Survey - [ **Drag'n Survey to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/drag-n-survey-to-hubspot) - [ **Drag'n Survey to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/drag-n-survey-to-salesforce) - [ **Drag'n Survey to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/drag-n-survey-to-slack) - [ **Drag'n Survey to Google Sheets** Google Sheets](https://apiant.ai/connect/drag-n-survey-to-google-sheets) - [ **Drag'n Survey to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/drag-n-survey-to-gmail) - [ **Drag'n Survey to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/drag-n-survey-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 ## Drag'n Survey and YNAB, answered ### ### What can start an automation from Drag'n Survey? Any of Drag'n Survey's 1 trigger in the catalog, including Respondent Answers. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Drag'n Survey? 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 Drag'n Survey? Yes. When something happens in YNAB, your agent can act in Drag'n Survey too. This page covers both directions: YNAB's triggers and Drag'n Survey's actions are listed here as well. ### ### Do I have to build a connector for Drag'n Survey 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 Drag'n Survey 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.