--- title: "Connect QuintaDB and YNAB - APIANT.ai" description: "When \"New Database\" fires in QuintaDB, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Create Record\" in QuintaDB." canonical: "https://apiant.ai/connect/quintadb-to-ynab" --- # Connect QuintaDB and YNAB When **New Database** fires in [QuintaDB](https://apiant.ai/connections/quintadb), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Create Record** in QuintaDB. Describe the whole flow and it is built, tested on every scenario and kept running. QuintaDB **7** triggers QuintaDB **10** 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 QuintaDB 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 QuintaDB and YNAB can do together ### From QuintaDB to YNAB - When **New Database** in QuintaDB then **Create Transaction** in YNAB - When **New Form** in QuintaDB then **Budget to a Category** in YNAB ### From YNAB to QuintaDB - When **Goal Completed** in YNAB then **Create Record** in QuintaDB - When **New Account** in YNAB then **Update Record** in QuintaDB 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 QuintaDB and YNAB ## Triggers and actions 21 triggers · 14 actions - Trigger **New Database** Triggers when a new database is created in the connected QuintaDB account. - Trigger **New Form** Triggers when a new form is added to a QuintaDB database. - Trigger **New Form Field** Triggers when a new field is added to a QuintaDB form. - Trigger **New or Updated Record** Triggers when a record in a QuintaDB form is added or changed. - Trigger **New Record** Triggers when a new record is added to a QuintaDB form. - Trigger **New Table Record** Triggers when a new record is added to a QuintaDB form. - Trigger **New Table Report** Triggers when a new report is created on a QuintaDB form. - Action **Add form** Adds a new form (table) to a QuintaDB database. Returns the created form. - Action **Create Record** Adds a new record to a QuintaDB form. The form's own fields are offered for mapping, and the created record's id is returned. - Action **Delete form** Deletes a form (table) and its records from a QuintaDB database. - Action **Delete Record** Deletes a record from a QuintaDB form. - Action **Delete records** Deletes several records from a QuintaDB form in one call. - Action **Find Records** Returns the records in a QuintaDB form that match the conditions you specify. - Action **Get record** Returns one record from a QuintaDB form, including all of its field values. - Action **Update Cell** Changes the value of one field on one QuintaDB record. - Action **Update Record** Changes field values on an existing QuintaDB record. Fields you leave blank keep their current value. - Action **Upload file** Uploads a file into a file field on an existing QuintaDB record. - 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 - [ **QuintaDB** QuintaDB is a relational online database, CRM and Web-form Builder.](https://apiant.ai/connections/quintadb) - [ **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 QuintaDB - [ **QuintaDB to Ocrspace** OCR API that extracts text from images and PDFs, supporting multiple languages and searchable PDF output.](https://apiant.ai/connect/quintadb-to-ocrspace) - [ **QuintaDB to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quintadb-to-salesforce) - [ **QuintaDB to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quintadb-to-slack) - [ **QuintaDB to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quintadb-to-stripe) - [ **QuintaDB to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/quintadb-to-shopify) - [ **QuintaDB to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/quintadb-to-trello) ## 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 ## QuintaDB and YNAB, answered ### ### What can start an automation from QuintaDB? Any of QuintaDB's 7 triggers in the catalog, including New Database, New Form, New Form Field and New or Updated Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in QuintaDB? 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 QuintaDB? Yes. When something happens in YNAB, your agent can act in QuintaDB too. This page covers both directions: YNAB's triggers and QuintaDB's actions are listed here as well. ### ### Do I have to build a connector for QuintaDB 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 QuintaDB 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.