--- title: "Connect Loyalzoo and YNAB - APIANT.ai" description: "When \"Customer Updated\" fires in Loyalzoo, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Create New Customer\" in Loyalzoo." canonical: "https://apiant.ai/connect/loyalzoo-to-ynab" --- # Connect Loyalzoo and YNAB When **Customer Updated** fires in [Loyalzoo](https://apiant.ai/connections/loyalzoo), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Create New Customer** in Loyalzoo. Describe the whole flow and it is built, tested on every scenario and kept running. Loyalzoo **8** triggers Loyalzoo **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 Loyalzoo 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 Loyalzoo and YNAB can do together ### From Loyalzoo to YNAB - When **Customer Updated** in Loyalzoo then **Create Transaction** in YNAB - When **Membership Created** in Loyalzoo then **Budget to a Category** in YNAB ### From YNAB to Loyalzoo - When **Goal Completed** in YNAB then **Create New Customer** in Loyalzoo - When **New Account** in YNAB then **Update Customer** in Loyalzoo 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 Loyalzoo and YNAB ## Triggers and actions 22 triggers · 15 actions - Trigger **Checkin** Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details. - Trigger **Customer Updated** Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships. - Trigger **Membership Created** Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it. - Trigger **Membership Ended** Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it. - Trigger **New Charge** Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes. - Trigger **New Counter Event** Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details. - Trigger **New Customer Created** Triggers when a new customer is added to the merchant's place. - Trigger **Points Given** Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change. - Action **Create New Customer** Creates a new customer and associates them with your Loyalzoo place, returning the customer's id. - Action **Export Latest Customer Data** Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods. - Action **Export Latest Transaction Data** Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards. - Action **Get Customer Payment Method** Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default. - Action **Get Membership** Returns one membership held by a customer of your place, including its amount, billing dates and status. - Action **Get Merchant Info** Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events. - Action **Give Points** Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer. - Action **Increase Counter** Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose. - Action **Retrieve Customer Details** Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods. - Action **Search for Loyalty Customer via Email** Returns the customers of your Loyalzoo place whose email address matches the one you specify. - Action **Update Customer** Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record. - 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 - [ **Loyalzoo** Loyalzoo is a digital loyalty service for independent retailers and eateries.](https://apiant.ai/connections/loyalzoo) - [ **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 Loyalzoo - [ **Loyalzoo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/loyalzoo-to-salesforce) - [ **Loyalzoo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/loyalzoo-to-slack) - [ **Loyalzoo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/loyalzoo-to-mailchimp) - [ **Loyalzoo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/loyalzoo-to-stripe) - [ **Loyalzoo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/loyalzoo-to-shopify) - [ **Loyalzoo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/loyalzoo-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 ## Loyalzoo and YNAB, answered ### ### What can start an automation from Loyalzoo? Any of Loyalzoo's 8 triggers in the catalog, including Customer Updated, Membership Created, New Charge and New Counter Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Loyalzoo? 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 Loyalzoo? Yes. When something happens in YNAB, your agent can act in Loyalzoo too. This page covers both directions: YNAB's triggers and Loyalzoo's actions are listed here as well. ### ### Do I have to build a connector for Loyalzoo 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 Loyalzoo 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.