--- title: "Connect LearnDash and YNAB - APIANT.ai" description: "When \"Course Completed\" fires in LearnDash, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/learndash-to-ynab" --- # Connect LearnDash and YNAB When **Course Completed** fires in [LearnDash](https://apiant.ai/connections/learndash), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Get User Course Progress** in LearnDash. Describe the whole flow and it is built, tested on every scenario and kept running. LearnDash **8** triggers LearnDash **11** 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 LearnDash 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 LearnDash and YNAB can do together ### From LearnDash to YNAB - When **Course Completed** in LearnDash then **Create Transaction** in YNAB - When **Essay Submitted** in LearnDash then **Budget to a Category** in YNAB ### From YNAB to LearnDash - When **Goal Completed** in YNAB then **Get User Course Progress** in LearnDash - When **New Account** in YNAB then **Create Course** in LearnDash 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 LearnDash and YNAB ## Triggers and actions 22 triggers · 15 actions - Trigger **Course Completed** Triggers when the user you choose completes a LearnDash course. - Trigger **Enrolled Into a Group** Triggers when a user is added to the LearnDash group you choose. - Trigger **Essay Submitted** Triggers when a learner submits a new essay answer on a LearnDash quiz. - Trigger **Lesson Completed** Triggers when the user you choose completes a lesson in the course you choose. - Trigger **New Course** Triggers when a new course is created on your LearnDash site. - Trigger **New Course Enrollment** Triggers when a user is enrolled in the course you choose. - Trigger **Quiz Taken** Triggers when the user you choose finishes a LearnDash quiz attempt. - Trigger **Topic Completed** Triggers when the user you choose completes a topic in the course you choose. - Action **Create Course** Creates a new LearnDash course. - Action **Create Group** Creates a new LearnDash group. - Action **Get Course** Returns one LearnDash course by its ID. - Action **Get Group** Returns one LearnDash group by its ID. - Action **Get Lesson** Returns one LearnDash lesson by its ID. - Action **Get User Course Progress** Returns a user's progress in one LearnDash course: status, steps completed and dates. - Action **List Courses** Returns the courses on your LearnDash site, optionally filtered by search text, status or date. - Action **List Groups** Returns the groups on your LearnDash site, optionally filtered by search text, status or date. - Action **List Lessons** Returns the lessons on your LearnDash site, optionally filtered by search text, status or date. - Action **Update Course** Updates an existing LearnDash course. Only the fields you fill in are changed. - Action **Update Group** Updates an existing LearnDash group. Only the fields you fill in are changed. - 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 - [ **LearnDash** LearnDash is a learning management system plugin built for WordPress.](https://apiant.ai/connections/learndash) - [ **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 LearnDash - [ **LearnDash to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/learndash-to-salesforce) - [ **LearnDash to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/learndash-to-slack) - [ **LearnDash to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/learndash-to-mailchimp) - [ **LearnDash to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/learndash-to-stripe) - [ **LearnDash to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/learndash-to-shopify) - [ **LearnDash to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/learndash-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) - [ **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 ## LearnDash and YNAB, answered ### ### What can start an automation from LearnDash? Any of LearnDash's 8 triggers in the catalog, including Course Completed, Essay Submitted, Lesson Completed and New Course. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in LearnDash? 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 LearnDash? Yes. When something happens in YNAB, your agent can act in LearnDash too. This page covers both directions: YNAB's triggers and LearnDash's actions are listed here as well. ### ### Do I have to build a connector for LearnDash 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 LearnDash 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.