--- title: "Connect Hjarni and YNAB - APIANT.ai" description: "When \"New Note\" fires in Hjarni, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add File to Note\" in Hjarni." canonical: "https://apiant.ai/connect/hjarni-to-ynab" --- # Connect Hjarni and YNAB When **New Note** fires in [Hjarni](https://apiant.ai/connections/hjarni), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add File to Note** in Hjarni. Describe the whole flow and it is built, tested on every scenario and kept running. Hjarni **1** trigger Hjarni **14** 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 Hjarni 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 Hjarni and YNAB can do together ### From Hjarni to YNAB - When **New Note** in Hjarni then **Create Transaction** in YNAB - When **New Note** in Hjarni then **Budget to a Category** in YNAB ### From YNAB to Hjarni - When **Goal Completed** in YNAB then **Add File to Note** in Hjarni - When **New Account** in YNAB then **Create Note** in Hjarni 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 Hjarni and YNAB ## Triggers and actions 15 triggers · 18 actions - Trigger **New Note** Triggers when a new note is created. - Action **Add File to Note** Attaches a file to an existing note from a URL. - Action **Add tag** Create a tag. - Action **Create Folder** Creates a new folder with a name, parent folder, description, and AI instructions. - Action **Create Note** Creates a new note with a title, body, tags, and folder. - Action **Delete folder** Delete a container. - Action **Delete note** Delete a note (moves to trash). - Action **Delete tag** Delete a tag. - Action **Get folder** Fetch one container by id. - Action **Get note** Fetch one note by id with body, tags, container, files. - Action **List notes** List notes, filter by scope/container_id/tag, paginated. - Action **List tags** List tags. - Action **Update folder** Update a container. - Action **Update note** Update note fields (title, body, tags, container, append_body etc, expected_lock_version). - Action **Update tag** Rename/update a tag. - 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 - [ **Hjarni** Hjarni is a Markdown knowledge base with a built-in MCP server.](https://apiant.ai/connections/hjarni) - [ **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 Hjarni - [ **Hjarni to Groq** Groq is a provider of fast LPUs and cloud tools to accelerate AI inference at scale and low cost.](https://apiant.ai/connect/hjarni-to-groq) - [ **Hjarni to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hjarni-to-hubspot) - [ **Hjarni to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hjarni-to-salesforce) - [ **Hjarni to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hjarni-to-slack) - [ **Hjarni to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hjarni-to-mailchimp) - [ **Hjarni to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hjarni-to-stripe) ## 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 ## Hjarni and YNAB, answered ### ### What can start an automation from Hjarni? Any of Hjarni's 1 trigger in the catalog, including New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Hjarni? 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 Hjarni? Yes. When something happens in YNAB, your agent can act in Hjarni too. This page covers both directions: YNAB's triggers and Hjarni's actions are listed here as well. ### ### Do I have to build a connector for Hjarni 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 Hjarni 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.