--- title: "Connect Hex and YNAB - APIANT.ai" description: "When \"New Project Run\" fires in Hex, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Create Project\" in Hex." canonical: "https://apiant.ai/connect/hex-to-ynab" --- # Connect Hex and YNAB When **New Project Run** fires in [Hex](https://apiant.ai/connections/hex), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Create Project** in Hex. Describe the whole flow and it is built, tested on every scenario and kept running. Hex **4** triggers Hex **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 Hex 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 Hex and YNAB can do together ### From Hex to YNAB - When **New Project Run** in Hex then **Create Transaction** in YNAB - When **List Groups** in Hex then **Budget to a Category** in YNAB ### From YNAB to Hex - When **Goal Completed** in YNAB then **Create Project** in Hex - When **New Account** in YNAB then **Update Project Status** in Hex 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 Hex and YNAB ## Triggers and actions 18 triggers · 26 actions - Trigger **List Groups** Triggers when a group is found in your Hex workspace. - Trigger **List Projects** Triggers when a project is found in your Hex workspace. - Trigger **List Users** Triggers when a user is found in your Hex workspace. - Trigger **New Project Run** Triggers when a new API-triggered run appears for a Hex project. - Action **Add Collection** Create a new collection. - Action **Create Embed URL** Creates a presigned URL to embed a published Hex project. - Action **Create Group** Creates a new group in your Hex workspace. - Action **Create Project** Creates a new Hex project. - Action **Deactivate User** Deactivate a workspace user. - Action **Delete Cell** Delete a cell. - Action **Delete Group** Delete a group. - Action **Get Cell** Fetch a single cell by id. - Action **Get Cell Output** Fetch a cell's output value. - Action **Get Collection** Fetch a single collection by id. - Action **Get Data Connection** Fetch a single data connection by id. - Action **Get Group** Fetch a single group by id. - Action **Get Project** Retrieves metadata about a specific Hex project. - Action **Get Project Runs** Retrieves the run history for a Hex project, optionally filtered by status. - Action **Get Run Status** Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel). - Action **List Cells** List cells within a project. - Action **List Collections** List collections (folders) in the workspace. - Action **List Data Connections** List configured data connections in the workspace. - Action **Share Project With Groups** Shares a Hex project with one or more groups at a specified access level. - Action **Update Cell** Edit a cell's contents. - Action **Update Collection** Edit a collection's name/contents. - Action **Update Project Status** Updates the status of a Hex project (or removes it). - 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 - [ **Hex** Hex is a data science and analytics platform for building collaborative data projects and notebooks](https://apiant.ai/connections/hex) - [ **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 Hex - [ **Hex to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/hex-to-vercel) - [ **Hex to Cohere AI** Cohere provides access to advanced Large Language Models and NLP tools.](https://apiant.ai/connect/hex-to-cohere-ai) - [ **Hex to Free Dictionary** Free Dictionary is an open English dictionary service.](https://apiant.ai/connect/hex-to-free-dictionary) - [ **Hex to Google Slides** Google Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...](https://apiant.ai/connect/hex-to-google-slides) - [ **Hex to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/hex-to-hyperstack-certificates) - [ **Hex to PagerDuty Events API** PagerDuty Events API v2 — send alert events (trigger/acknowledge/resolve) and change events using a service...](https://apiant.ai/connect/hex-to-pagerduty-events-api) ## 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 ## Hex and YNAB, answered ### ### What can start an automation from Hex? Any of Hex's 4 triggers in the catalog, including New Project Run, List Groups, List Projects and List Users. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Hex? 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 Hex? Yes. When something happens in YNAB, your agent can act in Hex too. This page covers both directions: YNAB's triggers and Hex's actions are listed here as well. ### ### Do I have to build a connector for Hex 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 Hex 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.