--- title: "Connect LearnWorlds and YNAB - APIANT.ai" description: "When \"Assessment Completed\" fires in LearnWorlds, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/learnworlds-to-ynab" --- # Connect LearnWorlds and YNAB When **Assessment Completed** fires in [LearnWorlds](https://apiant.ai/connections/learnworlds), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Tags to User** in LearnWorlds. Describe the whole flow and it is built, tested on every scenario and kept running. LearnWorlds **15** triggers LearnWorlds **15** 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 LearnWorlds 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 LearnWorlds and YNAB can do together ### From LearnWorlds to YNAB - When **Assessment Completed** in LearnWorlds then **Create Transaction** in YNAB - When **Course Completed** in LearnWorlds then **Budget to a Category** in YNAB ### From YNAB to LearnWorlds - When **Goal Completed** in YNAB then **Add Tags to User** in LearnWorlds - When **New Account** in YNAB then **Create and Enroll User (Legacy)** in LearnWorlds 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 LearnWorlds and YNAB ## Triggers and actions 29 triggers · 19 actions - Trigger **Assessment Completed** Triggers when a learner submits a completed assessment, returning their grade, pass/fail result and answers. - Trigger **Course Completed** Triggers when a user completes a course in your LearnWorlds school. - Trigger **New Certificate** Triggers when a certificate is issued to a learner for a course (or for a specific user). - Trigger **New Certificate (Legacy)** Triggers when a new certificate is issued for a course or a user in your LearnWorlds school. - Trigger **New Enrollment Purchase (Legacy)** Triggers when a new enrollment purchase (payment for a course, bundle or subscription) is recorded in your LearnWorlds school. - Trigger **New Form Submission** Triggers when a learner submits a response to the chosen LearnWorlds form. - Trigger **New Lead** Triggers when a new lead submits their email in one of your school's lead capture forms. - Trigger **New Lead (Legacy)** Triggers when a new lead submits their email in one of your school's lead capture forms. - Trigger **New User** Triggers when a new user registers in your LearnWorlds school. - Trigger **New User (Legacy)** Triggers when a new user signs up or is created in your LearnWorlds school. - Trigger **Payment Created** Triggers when a new payment is made in your LearnWorlds school. - Trigger **Payment Failed** Triggers when a payment fails in your LearnWorlds school, returning the failed-payment event with the user and its details. - Trigger **Subscription or Payment Plan Canceled** Triggers when a user's subscription or payment plan becomes inactive (canceled or expired), newest users first. - Trigger **Subscription Updated** Triggers when a user subscription is created or changes, such as a new status, plan or expiry date. - Trigger **User Updated** Triggers when a user in your LearnWorlds school is changed (profile fields, tags, role, suspension and so on). Checks the 200 most recently registered users. - Action **Add Tags to User** Adds one or more tags to a LearnWorlds user and returns the updated user. - Action **Create and Enroll User (Legacy)** Creates a new LearnWorlds user and enrolls them in a course, bundle or subscription in one step. - Action **Create User** Creates a new user in your LearnWorlds school and returns the created user. - Action **Create User (Legacy)** Creates a new user in your LearnWorlds school with optional sign-up fields, tags and UTM values. - Action **Enroll User in Product** Enrolls a user in a course, learning program (bundle) or subscription. - Action **Enroll User in Product (Legacy)** Enrolls an existing user in a course, bundle or subscription. - Action **Find a User** Finds a user in your LearnWorlds school by email address and returns their full record, including sign-up and custom fields. - Action **Get course** Returns a course's details, including its title, description, prices, access type and author. - Action **Get user** Returns a LearnWorlds user by ID or email, including sign-up fields, tags, UTMs and role. - Action **List bundles** Returns all bundles in your LearnWorlds school, most recently created first. - Action **List payments** Returns the school's payments, most recent first, optionally filtered by user, product, product type, affiliate or creation date. - Action **List users** Returns the users of your LearnWorlds school, newest first, optionally filtered by status, role, tags or registration date. - Action **Remove Tags From User** Removes one or more tags from a LearnWorlds user and returns the updated user. - Action **Unenroll User From Product** Removes a user's enrollment from a course, bundle or subscription in your LearnWorlds school. - Action **Update user** Updates a LearnWorlds user's email, username, marketing consent, admin status, profile fields, tags and UTM values, and returns the updated user. - 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 - [ **LearnWorlds** LearnWorlds is a premium learning platform via which you sell online courses under your own website.](https://apiant.ai/connections/learnworlds) - [ **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 LearnWorlds - [ **LearnWorlds to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/learnworlds-to-salesforce) - [ **LearnWorlds to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/learnworlds-to-slack) - [ **LearnWorlds to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/learnworlds-to-mailchimp) - [ **LearnWorlds to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/learnworlds-to-stripe) - [ **LearnWorlds to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/learnworlds-to-shopify) - [ **LearnWorlds to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/learnworlds-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 ## LearnWorlds and YNAB, answered ### ### What can start an automation from LearnWorlds? Any of LearnWorlds's 15 triggers in the catalog, including Assessment Completed, Course Completed, New Certificate and New Certificate (Legacy). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in LearnWorlds? 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 LearnWorlds? Yes. When something happens in YNAB, your agent can act in LearnWorlds too. This page covers both directions: YNAB's triggers and LearnWorlds's actions are listed here as well. ### ### Do I have to build a connector for LearnWorlds 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 LearnWorlds 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.