--- title: "Connect Peerdom and YNAB - APIANT.ai" description: "When \"New Group\" fires in Peerdom, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add Goal\" in Peerdom." canonical: "https://apiant.ai/connect/peerdom-to-ynab" --- # Connect Peerdom and YNAB When **New Group** fires in [Peerdom](https://apiant.ai/connections/peerdom), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Goal** in Peerdom. Describe the whole flow and it is built, tested on every scenario and kept running. Peerdom **5** triggers Peerdom **25** 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 Peerdom 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 Peerdom and YNAB can do together ### From Peerdom to YNAB - When **New Group** in Peerdom then **Create Transaction** in YNAB - When **New Map** in Peerdom then **Budget to a Category** in YNAB ### From YNAB to Peerdom - When **Goal Completed** in YNAB then **Add Goal** in Peerdom - When **New Account** in YNAB then **Update Project** in Peerdom 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 Peerdom and YNAB ## Triggers and actions 19 triggers · 29 actions - Trigger **New Group** Triggered when a new circle is created - Trigger **New Map** Triggers when a new map is created. - Trigger **New Peer** Triggers when a new peer is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Role** Triggers when a new role is created. - Action **Add Goal** Create a goal on a role or circle. - Action **Assign Role to Peer** Assigns an existing role to a peer in Peerdom. - Action **Create Draft Map** Creates a new draft map in Peerdom (Drafts App must be activated). - Action **Create Peer** Creates a new peer in Peerdom. - Action **Create Role** Creates a new role in Peerdom. - Action **Delete Goal** Delete a goal by id. - Action **Delete Group** Delete a group by id. - Action **Delete Peer** Delete a peer by id. - Action **Delete Role** Delete a role by id from a live or draft map. - Action **Get Group** Get a single group by id. - Action **Get Peer** Get a single peer by id. - Action **Get Peer by E-Mail** Get Peer by a Given E-Mail. - Action **Get Project** Get a single project by id. - Action **Get Role** Get a single role by id from a live or draft map. - Action **List Groups** List all groups. - Action **List Maps** List all maps in the tenant. - Action **List Peers** List all peers in the tenant. - Action **List Projects** List all projects. - Action **List Roles** List all roles. - Action **Unassign Peer From Role** Unassign peer from a given role. - Action **Update Goal** Update a goal by id. - Action **Update Group** Updates an existing group (circle, bubble, pod, etc.) in Peerdom. - Action **Update Peer** Updates an existing peer in Peerdom. - Action **Update Project** Update a project by id. - Action **Update Role** Updates an existing role in Peerdom. - 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 - [ **Peerdom** Peerdom helps teams navigate change with smart org charts that boost collaboration and performance.](https://apiant.ai/connections/peerdom) - [ **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 Peerdom - [ **Peerdom to Blockscout** Blockchain explorer offering REST and JSON-RPC APIs for querying transactions, addresses, tokens, and smart...](https://apiant.ai/connect/peerdom-to-blockscout) - [ **Peerdom to EOSL** EOSL tracks hardware lifecycle milestones for IT equipment.](https://apiant.ai/connect/peerdom-to-eosl) - [ **Peerdom to Giphy** Giphy is the best way to search, share, and discover GIFs on the Internet.](https://apiant.ai/connect/peerdom-to-giphy) - [ **Peerdom to GPT-trainer** GPT-trainer allows you to train a no-code ChatGPT-like chatbot using your own data and embed it onto your...](https://apiant.ai/connect/peerdom-to-gpt-trainer) - [ **Peerdom to Meteorologisk Institutt** The Norwegian Meteorological Institute (MET Norway) publishes open weather and climate data through its...](https://apiant.ai/connect/peerdom-to-meteorologisk-institutt) - [ **Peerdom to Rev.ai** Rev.ai provides quality speech-text recognition via a RESTful API.](https://apiant.ai/connect/peerdom-to-rev-ai) ## 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 ## Peerdom and YNAB, answered ### ### What can start an automation from Peerdom? Any of Peerdom's 5 triggers in the catalog, including New Group, New Map, New Peer and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Peerdom? 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 Peerdom? Yes. When something happens in YNAB, your agent can act in Peerdom too. This page covers both directions: YNAB's triggers and Peerdom's actions are listed here as well. ### ### Do I have to build a connector for Peerdom 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 Peerdom 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.