# Connect Fluent Support and YNAB When **New Customer** fires in [Fluent Support](https://apiant.ai/connections/fluent-support), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Tag to Ticket** in Fluent Support. Describe the whole flow and it is built, tested on every scenario and kept running. Fluent Support **2** triggers Fluent Support **10** 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 Fluent Support 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 Fluent Support and YNAB can do together ### From Fluent Support to YNAB - When **New Customer** in Fluent Support then **Create Transaction** in YNAB - When **New Ticket** in Fluent Support then **Budget to a Category** in YNAB ### From YNAB to Fluent Support - When **Goal Completed** in YNAB then **Add Tag to Ticket** in Fluent Support - When **New Account** in YNAB then **Create Customer** in Fluent Support 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 Fluent Support and YNAB ## Triggers and actions 16 triggers · 14 actions - Trigger **New Customer** Triggers when a new customer is added in Fluent Support. - Trigger **New Ticket** Triggers when a new support ticket is created in Fluent Support. - Action **Add Tag to Ticket** Adds an existing tag to a Fluent Support ticket. - Action **Close Ticket** Closes a Fluent Support ticket. - Action **Create Customer** Creates a new customer in Fluent Support with their name, email, contact details and an optional note. - Action **Create Ticket** Creates a new support ticket in Fluent Support for an existing customer. - Action **Get Ticket** Returns a Fluent Support ticket with its customer, responses and details. - Action **List Customers** Returns the customers in your Fluent Support help desk, optionally filtered by a search term. - Action **List Tickets** Returns support tickets from Fluent Support, optionally matching a search term. - Action **Reopen Ticket** Reopens a closed Fluent Support ticket. - Action **Reply to Ticket** Adds an agent reply or internal note to a Fluent Support ticket, optionally closing the ticket. - Action **Update Ticket** Updates one property of a ticket — its priority, customer priority, assigned agent or product. - 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 - [ **Fluent Support** WordPress helpdesk plugin for managing customer support tickets, with REST API and webhook integrations.](https://apiant.ai/connections/fluent-support) - [ **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 Fluent Support - [ **Fluent Support to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fluent-support-to-hubspot) - [ **Fluent Support to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fluent-support-to-salesforce) - [ **Fluent Support to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fluent-support-to-slack) - [ **Fluent Support to Google Sheets** Google Sheets](https://apiant.ai/connect/fluent-support-to-google-sheets) - [ **Fluent Support to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fluent-support-to-gmail) - [ **Fluent Support to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fluent-support-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 ## Fluent Support and YNAB, answered ### ### What can start an automation from Fluent Support? Any of Fluent Support's 2 triggers in the catalog, including New Customer and New Ticket. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Fluent Support? 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 Fluent Support? Yes. When something happens in YNAB, your agent can act in Fluent Support too. This page covers both directions: YNAB's triggers and Fluent Support's actions are listed here as well. ### ### Do I have to build a connector for Fluent Support 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.