--- title: "Connect Jibble and YNAB - APIANT.ai" description: "When \"New Activity\" fires in Jibble, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Update Project\" in Jibble." canonical: "https://apiant.ai/connect/jibble-to-ynab" --- # Connect Jibble and YNAB When **New Activity** fires in [Jibble](https://apiant.ai/connections/jibble), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Update Project** in Jibble. Describe the whole flow and it is built, tested on every scenario and kept running. Jibble **2** triggers Jibble **5** 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 Jibble 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 Jibble and YNAB can do together ### From Jibble to YNAB - When **New Activity** in Jibble then **Create Transaction** in YNAB - When **New Location** in Jibble then **Budget to a Category** in YNAB ### From YNAB to Jibble - When **Goal Completed** in YNAB then **Update Project** in Jibble - When **New Account** in YNAB then **Find Project** in Jibble 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 Jibble and YNAB ## Triggers and actions 16 triggers · 9 actions - Trigger **New Activity** Triggers when a new activity is created in Jibble. - Trigger **New Location** Triggers when a new location is created in Jibble. - Action **Find Activity** Finds a activity by exact name; returns empty fields when none matches. - Action **Find Group** Finds a group by exact name; returns empty fields when none matches. - Action **Find Project** Finds a project by exact name; returns empty fields when none matches. - Action **Find Timesheets Report as a CSV** Starts a timesheets report export as a CSV file for a date range and returns the export. - Action **Update Project** Updates an existing project's details; blank fields are left unchanged. - 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 - [ **Jibble** Jibble is a free time & attendance software built to help businesses track time, manage payroll, monitor...](https://apiant.ai/connections/jibble) - [ **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 Jibble - [ **Jibble to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/jibble-to-salesforce) - [ **Jibble to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/jibble-to-slack) - [ **Jibble to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/jibble-to-mailchimp) - [ **Jibble to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/jibble-to-stripe) - [ **Jibble to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/jibble-to-shopify) - [ **Jibble to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/jibble-to-quickbooks-online) ## 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 ## Jibble and YNAB, answered ### ### What can start an automation from Jibble? Any of Jibble's 2 triggers in the catalog, including New Activity and New Location. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Jibble? 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 Jibble? Yes. When something happens in YNAB, your agent can act in Jibble too. This page covers both directions: YNAB's triggers and Jibble's actions are listed here as well. ### ### Do I have to build a connector for Jibble 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 Jibble 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.