--- title: "Connect Grain and YNAB - APIANT.ai" description: "When \"New Playlist\" fires in Grain, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add Recording to Playlist\" in Grain." canonical: "https://apiant.ai/connect/grain-to-ynab" --- # Connect Grain and YNAB When **New Playlist** fires in [Grain](https://apiant.ai/connections/grain), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Recording to Playlist** in Grain. Describe the whole flow and it is built, tested on every scenario and kept running. Grain **4** triggers Grain **22** 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 Grain 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 Grain and YNAB can do together ### From Grain to YNAB - When **New Playlist** in Grain then **Create Transaction** in YNAB - When **New Upload** in Grain then **Budget to a Category** in YNAB ### From YNAB to Grain - When **Goal Completed** in YNAB then **Add Recording to Playlist** in Grain - When **New Account** in YNAB then **Add Tag to Recording** in Grain 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 Grain and YNAB ## Triggers and actions 18 triggers ยท 26 actions - Trigger **New Playlist** Triggers when a new playlist is created in Grain. - Trigger **New Upload** Triggers when a new upload is created in Grain. - Trigger **Recording Added** Triggers when a new recording appears in your Grain account. - Trigger **Story Added** Triggers when a new story is created in Grain. - Action **Add Recording to Playlist** Adds a recording to a Grain playlist. - Action **Add Tag to Recording** Adds a tag to a Grain recording. - Action **Create Clip** Creates a clip from a time range of a Grain recording, snapped to whole transcript sentences. - Action **Create Playlist** Creates a Grain playlist. - Action **Delete Clip** Deletes a Grain clip. - Action **Delete Playlist** Deletes a Grain playlist. - Action **Get Playlist** Returns one Grain playlist. - Action **Get Recording** Returns one Grain recording with its participants and calendar details. - Action **Get Transcript** Returns the transcript of a Grain recording as speaker-labelled sections with timestamps. - Action **List Meeting Types** Returns the meeting types defined in your Grain workspace. - Action **List Playlists** Returns your Grain playlists, newest first, one page at a time. - Action **List Recordings** Returns your Grain recordings with their participants, optionally filtered by title or start time. - Action **List Stories** Returns your Grain stories, one page at a time. - Action **List Teams** Returns the teams in your Grain workspace. - Action **List Users** Returns the users in your Grain workspace, each with ID, name and email. - Action **Remove Recording from Playlist** Removes a recording from a Grain playlist. - Action **Remove Tag from Recording** Removes a tag from a Grain recording. - Action **Share Recording with Team** Shares a Grain recording with a team. - Action **Share Recording with User** Shares a Grain recording with a user in your workspace. - Action **Update Clip** Updates a Grain clip's title or time range. - Action **Update Playlist** Updates a Grain playlist's title or link access. - Action **Update Recording** Renames a Grain recording. - 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 - [ **Grain** Grain joins your calls to take notes, document the next steps, and file automated meeting notes in platforms...](https://apiant.ai/connections/grain) - [ **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 Grain - [ **Grain to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/grain-to-hubspot) - [ **Grain to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/grain-to-salesforce) - [ **Grain to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/grain-to-slack) - [ **Grain to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/grain-to-mailchimp) - [ **Grain to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/grain-to-stripe) - [ **Grain to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/grain-to-shopify) ## 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) - [ **Redbooth to YNAB** Redbooth is project management software for highly productive teams, including marketing departments...](https://apiant.ai/connect/redbooth-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) Questions ## Grain and YNAB, answered ### ### What can start an automation from Grain? Any of Grain's 4 triggers in the catalog, including New Playlist, New Upload, Recording Added and Story Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Grain? 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 Grain? Yes. When something happens in YNAB, your agent can act in Grain too. This page covers both directions: YNAB's triggers and Grain's actions are listed here as well. ### ### Do I have to build a connector for Grain 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 Grain 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.