--- title: "Connect SolarWinds Service Desk and YNAB - APIANT.ai" description: "When \"New Asset\" fires in SolarWinds Service Desk, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/solarwinds-service-desk-to-ynab" --- # Connect SolarWinds Service Desk and YNAB When **New Asset** fires in [SolarWinds Service Desk](https://apiant.ai/connections/solarwinds-service-desk), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add comment** in SolarWinds Service Desk. Describe the whole flow and it is built, tested on every scenario and kept running. SolarWinds Service Desk **10** triggers SolarWinds Service Desk **29** 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 SolarWinds Service Desk 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 SolarWinds Service Desk and YNAB can do together ### From SolarWinds Service Desk to YNAB - When **New Asset** in SolarWinds Service Desk then **Create Transaction** in YNAB - When **New Change** in SolarWinds Service Desk then **Budget to a Category** in YNAB ### From YNAB to SolarWinds Service Desk - When **Goal Completed** in YNAB then **Add comment** in SolarWinds Service Desk - When **New Account** in YNAB then **Add department** in SolarWinds Service Desk 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 SolarWinds Service Desk and YNAB ## Triggers and actions 24 triggers · 33 actions - Trigger **New Asset** New asset in your inventory. - Trigger **New Change** New change in your service desk. - Trigger **New Contract** New contract was added. - Trigger **New Hardware** New hardware in your inventory. - Trigger **New Incident** Triggers when a new incident is created. - Trigger **New Problem** New problem in your service desk. - Trigger **New Purchase Order** Polling trigger for new purchase orders. - Trigger **New Release** New release in your service desk. - Trigger **New Risk** New risk was detected. - Trigger **New User** New user in your account. - Action **Add comment** Add a comment to an incident/problem/change etc. - Action **Add department** Create a department. - Action **Add site** Create a site. - Action **Add time track** Log time on a record. - Action **Create Asset** Add a new asset to your inventory. - Action **Create Change** Add a new change to your service desk. - Action **Create Contract** Create a new contract. - Action **Create Hardware** Add a new hardware to your inventory. - Action **Create Incident** Add a new incident to your service desk. - Action **Create Problem** Add a new problem to your service desk. - Action **Create Release** Add a new release to your service desk. - Action **Create Solution** Add a new solution to your service desk. - Action **Create User** Add a new user. - Action **Delete incident** Delete an incident. - Action **Get Asset** Returns one asset (other_asset) by id. - Action **Get change** Retrieve one change by id. - Action **Get contract** Returns one contract by id. - Action **Get hardware** Retrieve one hardware asset by id. - Action **Get incident** Retrieve one incident by id. - Action **Get problem** Retrieve one problem by id. - Action **Get release** Retrieve a single release by id. - Action **Get user** Retrieve one user by id. - Action **List users** List users, paginated. - Action **Update change** Update a change. - Action **Update hardware** Update a hardware asset. - Action **Update incident** Update an incident. - Action **Update problem** Update a problem. - Action **Update solution** Update a solution. - Action **Update user** Update a user. - 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 - [ **SolarWinds Service Desk** Modern IT management. Cloud-based IT service desk and asset management solution you'll love to use.](https://apiant.ai/connections/solarwinds-service-desk) - [ **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 SolarWinds Service Desk - [ **SolarWinds Service Desk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/solarwinds-service-desk-to-stripe) - [ **SolarWinds Service Desk to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/solarwinds-service-desk-to-trello) - [ **SolarWinds Service Desk to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/solarwinds-service-desk-to-zoom) - [ **SolarWinds Service Desk to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/solarwinds-service-desk-to-twilio) - [ **SolarWinds Service Desk to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/solarwinds-service-desk-to-typeform) - [ **SolarWinds Service Desk to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/solarwinds-service-desk-to-webflow) ## More into 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) - [ **Google Calendar to YNAB** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ynab) Questions ## SolarWinds Service Desk and YNAB, answered ### ### What can start an automation from SolarWinds Service Desk? Any of SolarWinds Service Desk's 10 triggers in the catalog, including New Asset, New Change, New Contract and New Hardware. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in SolarWinds Service Desk? 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 SolarWinds Service Desk? Yes. When something happens in YNAB, your agent can act in SolarWinds Service Desk too. This page covers both directions: YNAB's triggers and SolarWinds Service Desk's actions are listed here as well. ### ### Do I have to build a connector for SolarWinds Service Desk 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 SolarWinds Service Desk 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.