--- title: "Connect Habitify and YNAB - APIANT.ai" description: "When \"New Log\" fires in Habitify, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add Note\" in Habitify." canonical: "https://apiant.ai/connect/habitify-to-ynab" --- # Connect Habitify and YNAB When **New Log** fires in [Habitify](https://apiant.ai/connections/habitify), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Note** in Habitify. Describe the whole flow and it is built, tested on every scenario and kept running. Habitify **4** triggers Habitify **15** 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 Habitify 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 Habitify and YNAB can do together ### From Habitify to YNAB - When **New Log** in Habitify then **Create Transaction** in YNAB - When **New Mood** in Habitify then **Budget to a Category** in YNAB ### From YNAB to Habitify - When **Goal Completed** in YNAB then **Add Note** in Habitify - When **New Account** in YNAB then **Add area** in Habitify 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 Habitify and YNAB ## Triggers and actions 18 triggers · 19 actions - Trigger **New Log** Triggers when a new log entry is recorded for the selected habit. - Trigger **New Mood** Triggered when a new mood is logged on a note for the chosen habit. - Trigger **New Note** Triggers when a new note is added to the selected habit. - Trigger **New Status** Triggers when a habit is marked completed, skipped or failed for a day. - Action **Add area** Creates a new area for organizing and categorizing habits, and returns the created area. - Action **Add Log** Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date. - Action **Add Note** Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created. - Action **Complete habit** Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal. - Action **Delete habit** Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone. - Action **Delete habit log** Permanently deletes one log entry from a habit, removing the recorded value from its tracking history. - Action **Fail habit** Marks a habit as failed for a specific date, defaulting to today. - Action **Get habit** Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found. - Action **Get Habit Journal** Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal. - Action **Get habit statistics** Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown. - Action **List areas** Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work. - Action **List habit logs** Returns the log entries recorded for a habit, newest first, optionally limited to a date range. - Action **List habit notes** Returns the notes attached to a habit, including each note's text, mood level, photos and creation time. - Action **List habits** Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day. - Action **Skip habit** Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message. - 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 - [ **Habitify** Habitify is a habit tracker that helps you form habits that actually stick.](https://apiant.ai/connections/habitify) - [ **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 Habitify - [ **Habitify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/habitify-to-hubspot) - [ **Habitify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/habitify-to-salesforce) - [ **Habitify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/habitify-to-slack) - [ **Habitify to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/habitify-to-mailchimp) - [ **Habitify to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/habitify-to-stripe) - [ **Habitify to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/habitify-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) - [ **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 ## Habitify and YNAB, answered ### ### What can start an automation from Habitify? Any of Habitify's 4 triggers in the catalog, including New Log, New Mood, New Note and New Status. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Habitify? 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 Habitify? Yes. When something happens in YNAB, your agent can act in Habitify too. This page covers both directions: YNAB's triggers and Habitify's actions are listed here as well. ### ### Do I have to build a connector for Habitify 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 Habitify 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.