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What do you want One Tap and YNAB to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with One Tap and YNAB
Triggers and actions 16 triggers · 25 actions
Trigger
New Participant Check-inTriggered when a participant is checked in on a One Tap list.
Trigger
New ProfileTriggered when a new person profile is created in One Tap.
Action
Add Punch PassCreates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participantChecks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participantChecks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create ListCreates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create ParticipantAdds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create ProfileCreates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete ListDeletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete PassDeletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete ProfileDeletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get ListReturns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get ListsReturns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on ListReturns the participants on a One Tap list, with their check-in and check-out details.
Action
Get PassesReturns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get ProfileReturns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile PassesReturns the passes belonging to one person's profile in One Tap.
Action
Get ProfilesReturns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch PassRedeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove ParticipantRemoves a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update ListUpdates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update ParticipantUpdates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update ProfileUpdates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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