--- title: "Connect Sirv and YNAB - APIANT.ai" description: "When \"New File\" fires in Sirv, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add Tags to File\" in Sirv." canonical: "https://apiant.ai/connect/sirv-to-ynab" --- # Connect Sirv and YNAB When **New File** fires in [Sirv](https://apiant.ai/connections/sirv), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Tags to File** in Sirv. Describe the whole flow and it is built, tested on every scenario and kept running. Sirv **2** triggers Sirv **32** 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 Sirv 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 Sirv and YNAB can do together ### From Sirv to YNAB - When **New File** in Sirv then **Create Transaction** in YNAB - When **New Tagged File** in Sirv then **Budget to a Category** in YNAB ### From YNAB to Sirv - When **Goal Completed** in YNAB then **Add Tags to File** in Sirv - When **New Account** in YNAB then **Update account** in Sirv 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 Sirv and YNAB ## Triggers and actions 16 triggers · 36 actions - Trigger **New File** Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions. - Trigger **New Tagged File** Triggered when a new file carrying the chosen tag appears in your Sirv account. - Action **Add Advanced Watermark** Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose. - Action **Add Canvas or Border** Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched. - Action **Add Tags to File** Adds meta tags to a file in your Sirv account. - Action **Apply Color Effects** Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched. - Action **Convert Spin to Video** Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created. - Action **Convert Video to Spin** Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created. - Action **Copy File** Copies a file in your Sirv account to another path, leaving the original in place. - Action **Create Folder** Creates an empty folder in your Sirv account at the path you give. - Action **Create Thumbnail** Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images. - Action **Delete File** Deletes a file, or an empty folder, from your Sirv account. - Action **Delete file tags** Removes one or more tags from a file in your Sirv account. - Action **Download File** Downloads a file from your Sirv account and returns its contents. - Action **Fetch File From URL** Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded. - Action **Find File** Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files. - Action **Get API Limits** Returns your Sirv API rate limits and how much of each you have used. - Action **Get batch delete job** Returns the progress and results of a batch delete job you started earlier. - Action **Get CDN URL** Returns the public web address of a file in your Sirv account. - Action **Get File Info** Returns the details Sirv holds on one file — its type, size, dates and image information. - Action **Get File Metadata** Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it. - Action **Get File Tags** Returns the tags attached to a file in your Sirv account. - Action **Get product metadata** Returns the product information stored on a file in your Sirv account. - Action **Get Storage Info** Returns how much storage your Sirv account is using and how much it is allowed. - Action **Get Usage Report** Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day. - Action **Get ZIP Job** Returns the progress and results of a zip job, including the archive it produced. - Action **List Folder Contents** Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed. - Action **Make API Call** Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you. - Action **Rename or Move File** Renames a file or folder, or moves it to another folder, by giving its new path. - Action **Set File Metadata** Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is. - Action **Set Product Metadata** Attaches product details — code, name, brand and categories — to a file in your Sirv account. - Action **Update account** Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are. - Action **Upload File** Uploads a file to your Sirv account from a web address. - Action **Zip Files** Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready. - 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 - [ **Sirv** Sirv is a Digital Asset Management system for storing, processing, and delivering images, videos, and 360...](https://apiant.ai/connections/sirv) - [ **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 Sirv - [ **Sirv to Uploadcare** File system as a service to handle your web and mobile app uploads.](https://apiant.ai/connect/sirv-to-uploadcare) - [ **Sirv to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sirv-to-slack) - [ **Sirv to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sirv-to-stripe) - [ **Sirv to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sirv-to-trello) - [ **Sirv to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sirv-to-zoom) - [ **Sirv to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sirv-to-twilio) ## 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 ## Sirv and YNAB, answered ### ### What can start an automation from Sirv? Any of Sirv's 2 triggers in the catalog, including New File and New Tagged File. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Sirv? 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 Sirv? Yes. When something happens in YNAB, your agent can act in Sirv too. This page covers both directions: YNAB's triggers and Sirv's actions are listed here as well. ### ### Do I have to build a connector for Sirv 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 Sirv 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.