# Connect Fathom and YNAB When **New AI Summary** fires in [Fathom](https://apiant.ai/connections/fathom), your agent runs **Get Current Month Summary** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Get Meeting Summary** in Fathom. Describe the whole flow and it is built, tested on every scenario and kept running. Fathom **4** triggers Fathom **3** 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 Fathom and YNAB to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Fathom and YNAB can do together ### From Fathom to YNAB - When **New AI Summary** in Fathom then **Get Current Month Summary** in YNAB - When **New Highlight** in Fathom then **Create Transaction** in YNAB ### From YNAB to Fathom - When **Goal Completed** in YNAB then **Get Meeting Summary** in Fathom - When **New Account** in YNAB then **Get Meeting Transcript** in Fathom 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 Fathom and YNAB ## Triggers and actions 18 triggers · 7 actions - Trigger **New AI Summary** Triggers instantly when a Fathom meeting's AI summary is ready. - Trigger **New Highlight** Triggers when a new highlight is marked on a Fathom meeting. - Trigger **New Recording** Triggers instantly when a new Fathom meeting recording is ready. - Trigger **New Transcript** Triggers instantly when a Fathom meeting's transcript is ready. - Action **Get Meeting Summary** Returns the AI summary of a recorded meeting. - Action **Get Meeting Transcript** Returns the transcript of a recorded meeting, line by line with speaker and timestamp. - Action **List Meetings** Returns your recorded Fathom meetings, optionally filtered by date, recorder, team, meeting type or invitee domain. - 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 - [ **Fathom** Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational...](https://apiant.ai/connections/fathom) - [ **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 Fathom - [ **Fathom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fathom-to-hubspot) - [ **Fathom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fathom-to-salesforce) - [ **Fathom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fathom-to-slack) - [ **Fathom to Google Sheets** Google Sheets](https://apiant.ai/connect/fathom-to-google-sheets) - [ **Fathom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fathom-to-gmail) - [ **Fathom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fathom-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 ## Fathom and YNAB, answered ### ### What can start an automation from Fathom? Any of Fathom's 4 triggers in the catalog, including New AI Summary, New Highlight, New Recording and New Transcript. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Fathom? 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 Fathom? Yes. When something happens in YNAB, your agent can act in Fathom too. This page covers both directions: YNAB's triggers and Fathom's actions are listed here as well. ### ### Do I have to build a connector for Fathom 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. ### ### 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.