--- title: "Connect Files.com and YNAB - APIANT.ai" description: "When \"Automation Run Completed\" fires in Files.com, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/files-com-to-ynab" --- # Connect Files.com and YNAB When **Automation Run Completed** fires in [Files.com](https://apiant.ai/connections/files-com), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add User to Group** in Files.com. Describe the whole flow and it is built, tested on every scenario and kept running. Files.com **7** triggers Files.com **16** 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 Files.com 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 Files.com and YNAB can do together ### From Files.com to YNAB - When **Automation Run Completed** in Files.com then **Create Transaction** in YNAB - When **Group Created** in Files.com then **Budget to a Category** in YNAB ### From YNAB to Files.com - When **Goal Completed** in YNAB then **Add User to Group** in Files.com - When **New Account** in YNAB then **Update User** in Files.com 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 Files.com and YNAB ## Triggers and actions 21 triggers · 20 actions - Trigger **Automation Run Completed** Triggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes. - Trigger **File Deleted** Triggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it. - Trigger **Group Created** Triggered when a new group is created in Files.com. Reports the group's name, members and login permissions. - Trigger **New File or Folder Created** Triggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it. - Trigger **New File Uploaded** Triggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time. - Trigger **Share Link Created** Triggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires. - Trigger **User Created** Triggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions. - Action **Add User to Group** Adds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username. - Action **Copy File** Copies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background. - Action **Create Folder** Creates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details. - Action **Create Group** Creates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID. - Action **Create Share Link** Creates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address. - Action **Delete File** Deletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option. - Action **Delete Folder** Deletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it. - Action **Delete Group** Deletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed. - Action **Delete User** Deletes a user from Files.com by their ID, removing their access to the site. - Action **Download File** Gets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file. - Action **List Folder Contents** Lists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time. - Action **Move File** Moves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards. - Action **Remove User from Group** Removes a user from a Files.com group. Looks up the membership for the group and user you name, then removes it. - Action **Run Automation** Starts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background. - Action **Update User** Updates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values. - Action **Upload File** Uploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size. - 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 - [ **Files.com** Files.com is Smart Cloud Storage for modern teams.](https://apiant.ai/connections/files-com) - [ **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 Files.com - [ **Files.com to CVE.report** CVE records with NVD KEV and EPSS enrichment](https://apiant.ai/connect/files-com-to-cve-report) - [ **Files.com to LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connect/files-com-to-leadsimple) - [ **Files.com to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/files-com-to-hubspot) - [ **Files.com to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/files-com-to-salesforce) - [ **Files.com to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/files-com-to-slack) - [ **Files.com to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/files-com-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 ## Files.com and YNAB, answered ### ### What can start an automation from Files.com? Any of Files.com's 7 triggers in the catalog, including Automation Run Completed, Group Created, New File or Folder Created and New File Uploaded. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Files.com? 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 Files.com? Yes. When something happens in YNAB, your agent can act in Files.com too. This page covers both directions: YNAB's triggers and Files.com's actions are listed here as well. ### ### Do I have to build a connector for Files.com 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 Files.com 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.