--- title: "Connect Smartsheet via API Token and YNAB - APIANT.ai" description: "When \"New favorite\" fires in Smartsheet via API Token, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/smartsheet-via-api-token-to-ynab" --- # Connect Smartsheet via API Token and YNAB When **New favorite** fires in [Smartsheet via API Token](https://apiant.ai/connections/smartsheet-via-api-token), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add rows** in Smartsheet via API Token. Describe the whole flow and it is built, tested on every scenario and kept running. Smartsheet via API Token **9** triggers Smartsheet via API Token **94** 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 Smartsheet via API Token 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 Smartsheet via API Token and YNAB can do together ### From Smartsheet via API Token to YNAB - When **New favorite** in Smartsheet via API Token then **Create Transaction** in YNAB - When **New row** in Smartsheet via API Token then **Budget to a Category** in YNAB ### From YNAB to Smartsheet via API Token - When **Goal Completed** in YNAB then **Add rows** in Smartsheet via API Token - When **New Account** in YNAB then **Create a discussion on a row** in Smartsheet via API Token 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 Smartsheet via API Token and YNAB ## Triggers and actions 23 triggers · 98 actions - Trigger **List contacts** List contacts - Trigger **List dashboards** List dashboards - Trigger **List org groups** List org groups - Trigger **List reports** List reports - Trigger **List sheets** List sheets - Trigger **List workspaces** List workspaces - Trigger **New favorite** Triggers when a new item is added to your favorites. - Trigger **New row** Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication. - Trigger **New search result** Triggers when a new item matches your search query. - Action **Add columns** Add columns - Action **Add favorites** Add favorites - Action **Add image to cell** Add image to cell - Action **Add rows** Add one or more rows to a sheet. Provide an array of row objects with cells. - Action **Add summary fields** Add summary fields - Action **Attach file or URL to comment** Attach file or URL to comment - Action **Attach file or URL to row** Attach file or URL to row - Action **Attach file or URL to sheet** Attach file or URL to sheet - Action **Attach new version** Attach new version - Action **Copy folder** Copy folder - Action **Copy rows to another sheet** Copy rows to another sheet - Action **Copy sheet** Copy sheet - Action **Copy workspace** Copy workspace - Action **Create a comment** Create a comment - Action **Create a discussion on a row** Create a discussion on a row - Action **Create an update request** Create an update request - Action **Create cross-sheet references** Create cross-sheet references - Action **Create discussion** Create discussion - Action **Create folder** Create a folder in the user's Home. - Action **Create folder in workspace** Create folder in workspace - Action **Create proof** Create proof - Action **Create proof discussion** Create proof discussion - Action **Create proof request** Create proof request - Action **Create sheet** Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace. - Action **Create sheet in folder** Create sheet in folder - Action **Create sheet in workspace** Create sheet in workspace - Action **Create workspace** Create workspace - Action **Delete a comment** Delete a comment - Action **Delete a discussion** Delete a discussion - Action **Delete an update request** Delete an update request - Action **Delete attachment** Delete attachment - Action **Delete column** Delete column - Action **Delete favorites** Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list. - Action **Delete folder** Delete folder - Action **Delete report** Delete report - Action **Delete rows** Delete rows - Action **Delete sent update request** Delete sent update request - Action **Delete sheet** Delete a sheet by id. - Action **Delete summary fields** Delete summary fields - Action **Delete workspace** Delete workspace - Action **Edit a comment** Edit a comment - Action **Get a comment** Get a comment - Action **Get an update request** Get an update request - Action **Get attachment** Get attachment - Action **Get column** Get column - Action **Get contact** Get contact - Action **Get cross-sheet reference** Get cross-sheet reference - Action **Get discussion** Get discussion - Action **Get folder metadata** Get folder metadata - Action **Get proof** Get proof - Action **Get report** Get report - Action **Get row** Get a single row from a sheet by row id. - Action **Get sent update request** Get sent update request - Action **Get sheet** Get a sheet by id, including its rows and columns. - Action **Get sheet summary** Get sheet summary - Action **Get summary fields** Get summary fields - Action **Get user** Get user - Action **Get workspace** Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level. - Action **Is favorite** Is favorite - Action **List attachments** List attachments - Action **List columns** List all columns of a sheet. - Action **List contents** List contents - Action **List cross-sheet references** List cross-sheet references - Action **List discussion attachments** List discussion attachments - Action **List discussions** List discussions - Action **List discussions with a row** List discussions with a row - Action **List folder children** List folder children - Action **List folders** List the folders in the user's Home. - Action **List proof attachments** List proof attachments - Action **List proofs** List proofs - Action **List row attachments** List row attachments - Action **List sheet rows** Convenience read: returns the rows of a sheet (the full sheet object with rows and columns). - Action **List sheets** List all sheets the user has access to. - Action **Lists sent update requests** Lists sent update requests - Action **List update requests** List update requests - Action **List workspace children** List workspace children - Action **List workspaces** List all workspaces the user has access to. - Action **Move folder** Move folder - Action **Move rows to another sheet** Move rows to another sheet - Action **Move sheet** Move sheet - Action **Search** Search across all sheets the user can access for the given text. - Action **Search sheet** Search a specific sheet for the given text. - Action **Send report via email** Send report via email - Action **Send rows via email** Send rows via email - Action **Send sheet via email** Send sheet via email - Action **Sort rows in sheet** Sort rows in sheet - Action **Update an update request** Update an update request - Action **Update column** Update column - Action **Update folder** Update folder - Action **Update proof status** Update proof status - Action **Update rows** Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells. - Action **Update sheet** Update sheet - Action **Update summary fields** Update summary fields - Action **Update workspace** Update workspace - 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 - [ **Smartsheet via API Token** Smartsheet is a work management and collaboration platform.](https://apiant.ai/connections/smartsheet-via-api-token) - [ **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 Smartsheet via API Token - [ **Smartsheet via API Token to ProxyCrawl** Scraping and crawling anticaptcha service](https://apiant.ai/connect/smartsheet-via-api-token-to-proxycrawl) - [ **Smartsheet via API Token to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/smartsheet-via-api-token-to-slack) - [ **Smartsheet via API Token to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/smartsheet-via-api-token-to-gmail) - [ **Smartsheet via API Token to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/smartsheet-via-api-token-to-google-calendar) - [ **Smartsheet via API Token to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/smartsheet-via-api-token-to-stripe) - [ **Smartsheet via API Token to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/smartsheet-via-api-token-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 ## Smartsheet via API Token and YNAB, answered ### ### What can start an automation from Smartsheet via API Token? Any of Smartsheet via API Token's 9 triggers in the catalog, including New favorite, New row, New search result and List contacts. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Smartsheet via API Token? 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 Smartsheet via API Token? Yes. When something happens in YNAB, your agent can act in Smartsheet via API Token too. This page covers both directions: YNAB's triggers and Smartsheet via API Token's actions are listed here as well. ### ### Do I have to build a connector for Smartsheet via API Token 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 Smartsheet via API Token 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.