--- title: "Connect Kit and YNAB - APIANT.ai" description: "When \"New Form Subscriber\" fires in Kit, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add Subscriber to Form\" in Kit." canonical: "https://apiant.ai/connect/kit-to-ynab" --- # Connect Kit and YNAB When **New Form Subscriber** fires in [Kit](https://apiant.ai/connections/kit), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Subscriber to Form** in Kit. Describe the whole flow and it is built, tested on every scenario and kept running. Kit **7** triggers Kit **7** 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 Kit 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 Kit and YNAB can do together ### From Kit to YNAB - When **New Form Subscriber** in Kit then **Create Transaction** in YNAB - When **New Purchase** in Kit then **Budget to a Category** in YNAB ### From YNAB to Kit - When **Goal Completed** in YNAB then **Add Subscriber to Form** in Kit - When **New Account** in YNAB then **Add Tag to Subscriber** in Kit 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 Kit and YNAB ## Triggers and actions 21 triggers · 11 actions - Trigger **New Form Subscriber** Triggers when a subscription occurs on a specific form. - Trigger **New Purchase** Triggers when a new purchase is added to your account. - Trigger **New Sequence Subscriber** Triggers when a subscriber is added to a sequence. - Trigger **New Subscriber** Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins). - Trigger **New Unsubscribe** Triggers when a subscriber unsubscribes from your emails. - Trigger **Subscriber Added to Tag** Triggers when a specific tag is added to a subscriber. - Trigger **Tag Removed From Subscriber** Triggers when a specific tag is removed from a subscriber. - Action **Add Subscriber to Form** Subscribe someone to a specific form. - Action **Add Tag to Subscriber** Add a subscriber to a specific tag. - Action **Create or Update Subscriber** Creates a Kit subscriber, or updates the first name and custom fields of an existing subscriber with the same email address. Returns the subscriber. - Action **Find Subscriber** Finds an existing confirmed subscriber by email. - Action **Get Subscriber** Returns one Kit subscriber by ID, with their name, email address, state and custom field values. - Action **List Tags for Subscriber** Lists the tags on a Kit subscriber, with each tag's ID, name and the date it was applied. - Action **Remove Tag From Subscriber** Remove a specific tag from a subscriber if they have 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 - [ **Kit** Kit is an email marketing platform for professional bloggers.](https://apiant.ai/connections/kit) - [ **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 Kit - [ **Kit to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/kit-to-webflow) - [ **Kit to API Snap** Free utility API platform. QR codes, screenshots, PDFs, image resize, hashing, and more](https://apiant.ai/connect/kit-to-api-snap) - [ **Kit to Clerk** Clerk is a user authentication and management platform that lets developers add sign-in, profiles, and...](https://apiant.ai/connect/kit-to-clerk) - [ **Kit to GDBrowser** GDBrowser is a readable HTTP wrapper over the Geometry Dash game servers.](https://apiant.ai/connect/kit-to-gdbrowser) - [ **Kit to PostLake** One API to publish, schedule, and read analytics across every major social network](https://apiant.ai/connect/kit-to-postlake) - [ **Kit to Synchroteam** Synchroteam is a Cloud-based Field Service Management application](https://apiant.ai/connect/kit-to-synchroteam) ## 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 ## Kit and YNAB, answered ### ### What can start an automation from Kit? Any of Kit's 7 triggers in the catalog, including New Form Subscriber, New Purchase, New Sequence Subscriber and New Subscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Kit? 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 Kit? Yes. When something happens in YNAB, your agent can act in Kit too. This page covers both directions: YNAB's triggers and Kit's actions are listed here as well. ### ### Do I have to build a connector for Kit 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 Kit 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.