--- title: "Connect Personio and YNAB - APIANT.ai" description: "When \"Employee Updated\" fires in Personio, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add project\" in Personio." canonical: "https://apiant.ai/connect/personio-to-ynab" --- # Connect Personio and YNAB When **Employee Updated** fires in [Personio](https://apiant.ai/connections/personio), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add project** in Personio. Describe the whole flow and it is built, tested on every scenario and kept running. Personio **7** triggers Personio **20** 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 Personio 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 Personio and YNAB can do together ### From Personio to YNAB - When **Employee Updated** in Personio then **Create Transaction** in YNAB - When **Employment Updated** in Personio then **Budget to a Category** in YNAB ### From YNAB to Personio - When **Goal Completed** in YNAB then **Add project** in Personio - When **New Account** in YNAB then **Create Absence** in Personio 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 Personio and YNAB ## Triggers and actions 21 triggers · 24 actions - Trigger **Employee Updated** Triggers when an employee is updated. - Trigger **Employment Updated** Triggers when one or more Employment details of a Person are updated - Trigger **New Absence** Triggers when a new absence is created. - Trigger **New Candidate** Fires when a new recruiting candidate is added in Personio. - Trigger **New Employee** Triggers when a new employee is created. - Trigger **New Employment Created** Triggers when one or more Employment details of a Person are created - Trigger **New Open Position** Triggers when a new open position is created. - Action **Add project** /v2/projects - create a project. - Action **Create Absence** Creates a new absence. - Action **Create Attendance** Creates a new attendance. - Action **Create Employee** Creates a new employee. - Action **Delete absence** /v2/absence-periods/{id} - delete an absence period. - Action **Delete attendance** /v2/attendance-periods/{id} - delete an attendance period. - Action **Delete person** /v2/persons/{id} - delete a person. - Action **Find Absence** Finds an absence by employee ID. - Action **Find Employee** Finds a employee based on email. - Action **Find Person** Finds a person by their Personio ID, name, last name and email, optionally including their absence information. - Action **Get Employment** Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates. - Action **List absence types** /v2/absence-types - list absence types. - Action **List Compensations** Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record. - Action **List legal entities** /v2/legal-entities - list legal entities. - Action **List org units** /v2/org-units - list org units. - Action **List projects** /v2/projects - list projects. - Action **Update absence** /v2/absence-periods/{id} - update an absence period. - Action **Update Attendance** Updates an existing attendance. - Action **Update Employee** Updates an existing employee. - Action **Update Employment** updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook. - 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 - [ **Personio** Personio is a holistic HR software for companies from 10 - 2000 employees.](https://apiant.ai/connections/personio) - [ **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 Personio - [ **Personio to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/personio-to-google-chat) - [ **Personio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/personio-to-salesforce) - [ **Personio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/personio-to-slack) - [ **Personio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/personio-to-stripe) - [ **Personio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/personio-to-shopify) - [ **Personio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/personio-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 ## Personio and YNAB, answered ### ### What can start an automation from Personio? Any of Personio's 7 triggers in the catalog, including Employee Updated, Employment Updated, New Absence and New Candidate. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Personio? 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 Personio? Yes. When something happens in YNAB, your agent can act in Personio too. This page covers both directions: YNAB's triggers and Personio's actions are listed here as well. ### ### Do I have to build a connector for Personio 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 Personio 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.