--- title: "Connect McTime and YNAB - APIANT.ai" description: "When \"New Organization\" fires in McTime, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add User\" in McTime." canonical: "https://apiant.ai/connect/mctime-to-ynab" --- # Connect McTime and YNAB When **New Organization** fires in [McTime](https://apiant.ai/connections/mctime), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add User** in McTime. Describe the whole flow and it is built, tested on every scenario and kept running. McTime **1** trigger McTime **16** 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 McTime 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 McTime and YNAB can do together ### From McTime to YNAB - When **New Organization** in McTime then **Create Transaction** in YNAB - When **New Organization** in McTime then **Budget to a Category** in YNAB ### From YNAB to McTime - When **Goal Completed** in YNAB then **Add User** in McTime - When **New Account** in YNAB then **Create Client** in McTime 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 McTime and YNAB ## Triggers and actions 15 triggers · 20 actions - Trigger **New Organization** Triggered when a new organization is created in McTime. - Action **Add Assignment** Adds a user to an organization with a role (or edits an existing assignment when an Assignment ID is given) in McTime. - Action **Add User** Create (or edit, per vendor's add-or-edit semantics) a user. - Action **Create Client** Creates a new client (an organization of type "client") in McTime. - Action **Create Organization** Creates a new organization (project, client, branch, etc.) in McTime. - Action **Create Project** Creates a new project in McTime. Projects are McTime organization units of type "project" that time entries can be booked against. - Action **Delete User** Deletes a McTime user by ID. All of the user's time entries and payroll results are deleted too. - Action **Find Client** Returns up to 50 McTime clients whose name contains the specified text. - Action **Find Organization** Returns up to 50 organizations whose name contains the specified text. - Action **Find Project** Returns up to 50 McTime projects whose name contains the specified text. - Action **Get Time Entry** Retrieve a single McTime time entry by its ID. - Action **Get User** Retrieves a single McTime user by id, including roles, address, export ids and employment details. - Action **List Assignments** Lists a McTime user's assignments to organizations, grouped by role. - Action **List Time Entries** Retrieve time entries within a date range, optionally filtered by user IDs. - Action **List Users** Retrieves the users the authenticated McTime user is allowed to see, optionally filtered by user ids, organization, role and active status. Returns at most 20 users per page. - Action **Start Clocking** Starts a running clock (stopwatch) for a McTime user. One user can have only one running clock at a time. - Action **Stop Clocking** Stops the running McTime clock for a user, turning it into a normal time entry. - 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 - [ **McTime** McTime is an easy to use Time Tracking and Payroll Software which helps teams become more productive.](https://apiant.ai/connections/mctime) - [ **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 McTime - [ **McTime to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mctime-to-slack) - [ **McTime to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mctime-to-stripe) - [ **McTime to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mctime-to-shopify) - [ **McTime to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mctime-to-quickbooks-online) - [ **McTime to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mctime-to-pipedrive) - [ **McTime to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/mctime-to-notion) ## 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 ## McTime and YNAB, answered ### ### What can start an automation from McTime? Any of McTime's 1 trigger in the catalog, including New Organization. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in McTime? 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 McTime? Yes. When something happens in YNAB, your agent can act in McTime too. This page covers both directions: YNAB's triggers and McTime's actions are listed here as well. ### ### Do I have to build a connector for McTime 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 McTime 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.