--- title: "Connect Snitcher and YNAB - APIANT.ai" description: "When \"New Organisation\" fires in Snitcher, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Reveal Contact Email\" in Snitcher." canonical: "https://apiant.ai/connect/snitcher-to-ynab" --- # Connect Snitcher and YNAB When **New Organisation** fires in [Snitcher](https://apiant.ai/connections/snitcher), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Reveal Contact Email** in Snitcher. Describe the whole flow and it is built, tested on every scenario and kept running. Snitcher **2** triggers Snitcher **11** 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 Snitcher 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 Snitcher and YNAB can do together ### From Snitcher to YNAB - When **New Organisation** in Snitcher then **Create Transaction** in YNAB - When **Organisation Enters Segment** in Snitcher then **Budget to a Category** in YNAB ### From YNAB to Snitcher - When **Goal Completed** in YNAB then **Reveal Contact Email** in Snitcher - When **New Account** in YNAB then **Find Contacts** in Snitcher 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 Snitcher and YNAB ## Triggers and actions 16 triggers · 15 actions - Trigger **New Organisation** Triggered when a new company is identified visiting your website in the selected Snitcher workspace. - Trigger **Organisation Enters Segment** Triggered when a company first appears in the selected Snitcher segment. - Action **Create Custom Field** Creates a new custom field definition on organisations in a Snitcher workspace. - Action **Create Tag** Creates a new tag in a Snitcher workspace so it can be applied to organisations. - Action **Find Contacts** Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain. - Action **Find Organisation** Looks up an organisation in a Snitcher workspace by company name and returns the first match. - Action **Get User Profile** Returns the name, email and id of the Snitcher user the connection belongs to. - Action **List Custom Fields** Returns all custom field definitions set up on organisations in a Snitcher workspace. - Action **List Segments** Returns all segments defined in a Snitcher workspace. - Action **List Sessions** Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters. - Action **List Workspaces** Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags. - Action **Reveal Contact Email** Uses a Snitcher email-reveal credit to return the email address of a known organisation contact. - Action **Search Organisations** Searches the organisations in a Snitcher workspace using advanced field filters. - 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 - [ **Snitcher** Snitcher is a B2B visitor ID platform that helps you uncover your anonymous website visitors.](https://apiant.ai/connections/snitcher) - [ **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 Snitcher - [ **Snitcher to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/snitcher-to-gohighlevel) - [ **Snitcher to Legnext** Legnext is a platform that lets you automate AI Image generation without any setup.](https://apiant.ai/connect/snitcher-to-legnext) - [ **Snitcher to Telegram** Telegram is a cloud-based instant messaging and voice over IP service developed by Telegram Messenger LLP.](https://apiant.ai/connect/snitcher-to-telegram) - [ **Snitcher to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/snitcher-to-google-sheets) - [ **Snitcher to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/snitcher-to-stripe) - [ **Snitcher to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/snitcher-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 ## Snitcher and YNAB, answered ### ### What can start an automation from Snitcher? Any of Snitcher's 2 triggers in the catalog, including New Organisation and Organisation Enters Segment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Snitcher? 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 Snitcher? Yes. When something happens in YNAB, your agent can act in Snitcher too. This page covers both directions: YNAB's triggers and Snitcher's actions are listed here as well. ### ### Do I have to build a connector for Snitcher 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 Snitcher 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.