--- title: "Connect EARLY and YNAB - APIANT.ai" description: "When \"Activity Created\" fires in EARLY, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add Member to Folder\" in EARLY." canonical: "https://apiant.ai/connect/early-to-ynab" --- # Connect EARLY and YNAB When **Activity Created** fires in [EARLY](https://apiant.ai/connections/early), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Member to Folder** in EARLY. Describe the whole flow and it is built, tested on every scenario and kept running. EARLY **13** triggers EARLY **19** 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 EARLY 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 EARLY and YNAB can do together ### From EARLY to YNAB - When **Activity Created** in EARLY then **Create Transaction** in YNAB - When **Activity Updated** in EARLY then **Budget to a Category** in YNAB ### From YNAB to EARLY - When **Goal Completed** in YNAB then **Add Member to Folder** in EARLY - When **New Account** in YNAB then **Create Activity** in EARLY 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 EARLY and YNAB ## Triggers and actions 27 triggers · 23 actions - Trigger **Activity Created** Triggers when an activity is created. - Trigger **Activity Deleted** Triggers when an activity is deleted. - Trigger **Activity Updated** Triggers when an activity is updated. - Trigger **Folder Created** Triggers when a folder is created. - Trigger **Folder Deleted** Triggers when a folder is deleted. - Trigger **Folder Updated** Triggers when a folder is updated. - Trigger **Time Entry Created** Triggers when a time entry is created. - Trigger **Time Entry Deleted** Triggers when a time entry is deleted. - Trigger **Time Entry Updated** Triggers when a time entry is updated. - Trigger **Tracking Canceled** Triggers when a tracking is canceled. - Trigger **Tracking Started** Triggers when a new tracking is started. - Trigger **Tracking Stopped** Triggers when a tracking is stopped. - Trigger **Tracking Updated** Triggers when a tracking is updated. - Action **Add Member to Folder** Adds a person with a given email to a folder. - Action **Cancel Current Tracking** Cancels the tracking that is currently running without saving a time entry - Action **Create Activity** Creates an activity. - Action **Create Folder** Creates a folder. - Action **Create Tag** Creates an tag. - Action **Create Time Entry** Creates a time entry for a given activity, start- and end-time. - Action **Delete Activity** Deletes an activity by ID - Action **Delete Folder** Deletes a folder by ID - Action **Delete Time Entry** Deletes a time entry by ID - Action **Get Current Tracking** Gets the tracking that is currently running - Action **Get Folder** Gets a folder by ID - Action **Get Time Entry** Gets a time entry by ID - Action **List Activities** Lists the activities in the account - Action **Start Tracking** Start Tracking an Activity. - Action **Stop Current Tracking** Stop the current time tracking. - Action **Update Activity** Updates an existing activity by ID - Action **Update Current Tracking** Updates the tracking that is currently running - Action **Update Folder** Updates an existing folder by ID - Action **Update Time Entry** Updates an existing time entry by ID - 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 - [ **EARLY** EARLY is a Time Tracking App: Effortless, Smart, and Secure.](https://apiant.ai/connections/early) - [ **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 EARLY - [ **EARLY to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/early-to-bugcrowd) - [ **EARLY to Genshin Impact** The genshin.dev API serves reference game data for Genshin Impact.](https://apiant.ai/connect/early-to-genshin-impact) - [ **EARLY to Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connect/early-to-pipefile) - [ **EARLY to Pulsedive** Scan, search and collect threat intelligence data in real-time](https://apiant.ai/connect/early-to-pulsedive) - [ **EARLY to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/early-to-salesforce) - [ **EARLY to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/early-to-google-sheets) ## 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 ## EARLY and YNAB, answered ### ### What can start an automation from EARLY? Any of EARLY's 13 triggers in the catalog, including Activity Created, Activity Updated, Folder Created and Folder Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in EARLY? 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 EARLY? Yes. When something happens in YNAB, your agent can act in EARLY too. This page covers both directions: YNAB's triggers and EARLY's actions are listed here as well. ### ### Do I have to build a connector for EARLY 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 EARLY 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.