--- title: "Connect Speak Ai and YNAB - APIANT.ai" description: "When \"New Magic Prompts Response\" fires in Speak Ai, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/speak-ai-to-ynab" --- # Connect Speak Ai and YNAB When **New Magic Prompts Response** fires in [Speak Ai](https://apiant.ai/connections/speak-ai), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Update Text Note** in Speak Ai. Describe the whole flow and it is built, tested on every scenario and kept running. Speak Ai **1** trigger Speak Ai **23** 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 Speak Ai 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 Speak Ai and YNAB can do together ### From Speak Ai to YNAB - When **New Magic Prompts Response** in Speak Ai then **Create Transaction** in YNAB - When **New Magic Prompts Response** in Speak Ai then **Budget to a Category** in YNAB ### From YNAB to Speak Ai - When **Goal Completed** in YNAB then **Update Text Note** in Speak Ai - When **New Account** in YNAB then **Upload File to Transcribe and Analyze** in Speak Ai 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 Speak Ai and YNAB ## Triggers and actions 15 triggers · 27 actions - Trigger **New Magic Prompts Response** Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer. - Action **Add Automation** Create a new Speak AI automation. - Action **Add Field** Creates a new custom field in your Speak AI account. - Action **Add Folder** Create a new folder to organize media, text notes, and recordings. - Action **Ask AI Chat** Ask a question about one or more media items or a folder and get the AI chat answer back. - Action **Delete Automation** Delete an automation. - Action **Delete Folder** Delete a folder. - Action **Delete Media** Delete a media file from Speak AI. - Action **Delete Text Note** Delete a text note. - Action **Get Media Insights** Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file. - Action **Get Media Status** Gets the processing status and basic details of a Speak AI audio or video file. - Action **Get Media Transcript** Get the transcript of a media file. - Action **Get Text Note Insight** Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note. - Action **List Automations** List the automations (trigger + action workflows) configured in Speak AI. - Action **List Fields** Lists the custom fields defined in your Speak AI account. - Action **List Folders** List the folders in the account. - Action **List Media** List the media files (audio/video) in the account's Speak AI library. - Action **Run Magic Prompt** Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer. - Action **Update Automation** Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state. - Action **Update Folder** Update a folder's name or settings. - Action **Update Media** Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date. - Action **Update Text Note** Update the content of an existing text note. - Action **Upload File to Transcribe and Analyze** Uploads new audio or video files for automatic transcription and analysis. - Action **Upload Text Note to Analyze** Uploads new text notes for automatic insight analysis. - 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 - [ **Speak Ai** Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.](https://apiant.ai/connections/speak-ai) - [ **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 Speak Ai - [ **Speak Ai to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/speak-ai-to-bugcrowd) - [ **Speak Ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/speak-ai-to-stripe) - [ **Speak Ai to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/speak-ai-to-trello) - [ **Speak Ai to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/speak-ai-to-zoom) - [ **Speak Ai to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/speak-ai-to-twilio) - [ **Speak Ai to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/speak-ai-to-typeform) ## 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 ## Speak Ai and YNAB, answered ### ### What can start an automation from Speak Ai? Any of Speak Ai's 1 trigger in the catalog, including New Magic Prompts Response. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Speak Ai? 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 Speak Ai? Yes. When something happens in YNAB, your agent can act in Speak Ai too. This page covers both directions: YNAB's triggers and Speak Ai's actions are listed here as well. ### ### Do I have to build a connector for Speak Ai 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 Speak Ai 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.