--- title: "Connect Memberful to YNAB - APIANT.ai" description: "When \"Custom Fields Updated\" fires in Memberful, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/memberful-to-ynab" --- # Connect Memberful to YNAB When **Custom Fields Updated** fires in [Memberful](https://apiant.ai/connections/memberful), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab). Describe the whole flow and it is built, tested on every scenario and kept running. Memberful **11** triggers 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 Memberful 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 Memberful can start in YNAB - When **Custom Fields Updated** in Memberful then **Create Transaction** in YNAB - When **Member Updated** in Memberful then **Budget to a Category** in YNAB 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 Memberful and YNAB ## Triggers and actions 25 triggers · 4 actions - Trigger **Custom Fields Updated** Triggers when a member updates their custom fields. - Trigger **Member Deleted** Triggers when a member is deleted. - Trigger **Member Updated** Triggers when a member's profile information is updated. - Trigger **New Member** Triggers when a new member account is created. - Trigger **Order Purchased** Triggers when a member completes an order or when staff manually adds a new order. Not sent for subscription renewal orders. - Trigger **Order Refunded** Triggers when an order is refunded. - Trigger **Subscription Created** Triggers when a member's subscription is created. - Trigger **Subscription Reactivated** Triggers when a member renews an inactive subscription and it becomes active again. - Trigger **Subscription Renewed** Triggers when a member's subscription is renewed. - Trigger **Subscription Updated** Triggers when a member's subscription is updated. - Trigger **Tax ID Updated** Triggers when a member adds, changes or removes their tax ID. - 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 - [ **Memberful** Memberful makes it easy to sell memberships to your audience.](https://apiant.ai/connections/memberful) - [ **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 Memberful - [ **Memberful to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/memberful-to-shopify) - [ **Memberful to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/memberful-to-hubspot) - [ **Memberful to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/memberful-to-salesforce) - [ **Memberful to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/memberful-to-slack) - [ **Memberful to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/memberful-to-google-sheets) - [ **Memberful to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/memberful-to-gmail) ## 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 ## Memberful and YNAB, answered ### ### What can start an automation from Memberful? Any of Memberful's 11 triggers in the catalog, including Custom Fields Updated, Member Updated, New Member and Subscription Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Memberful? 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 Memberful? YNAB has no triggers in the catalog today, so automations start in Memberful. If you need the other direction, ask: your agent reads YNAB's API documentation and adds it. ### ### Do I have to build a connector for Memberful 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 Memberful and YNAB without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in YNAB 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.