--- title: "Connect SQL Server and YNAB - APIANT.ai" description: "When \"New or Updated Row\" fires in SQL Server, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add Row\" in SQL Server." canonical: "https://apiant.ai/connect/sql-server-to-ynab" --- # Connect SQL Server and YNAB When **New or Updated Row** fires in [SQL Server](https://apiant.ai/connections/sql-server), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Row** in SQL Server. Describe the whole flow and it is built, tested on every scenario and kept running. SQL Server **4** triggers SQL Server **7** 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 SQL Server 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 SQL Server and YNAB can do together ### From SQL Server to YNAB - When **New or Updated Row** in SQL Server then **Create Transaction** in YNAB - When **New Row** in SQL Server then **Budget to a Category** in YNAB ### From YNAB to SQL Server - When **Goal Completed** in YNAB then **Add Row** in SQL Server - When **New Account** in YNAB then **Update Row** in SQL Server 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 SQL Server and YNAB ## Triggers and actions 18 triggers · 11 actions - Trigger **New or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected SQL Server database. - Action **Add Row** Add one row to a table on the connected SQL Server database. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Find the first row in a table whose chosen column matches a value. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches. - Action **Run Custom Statement** Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed. - Action **Update Row** Change column values on every row of a table whose chosen column matches a value. - 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 - [ **SQL Server** Connect directly to a Microsoft SQL Server database and run SQL statements from your automations.](https://apiant.ai/connections/sql-server) - [ **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 SQL Server - [ **SQL Server to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sql-server-to-stripe) - [ **SQL Server to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sql-server-to-trello) - [ **SQL Server to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/sql-server-to-jira) - [ **SQL Server to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sql-server-to-zoom) - [ **SQL Server to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sql-server-to-typeform) - [ **SQL Server to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sql-server-to-webflow) ## 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 ## SQL Server and YNAB, answered ### ### What can start an automation from SQL Server? Any of SQL Server's 4 triggers in the catalog, including New or Updated Row, New or Updated Row (Custom Query), New Row and New Table. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in SQL Server? 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 SQL Server? Yes. When something happens in YNAB, your agent can act in SQL Server too. This page covers both directions: YNAB's triggers and SQL Server's actions are listed here as well. ### ### Do I have to build a connector for SQL Server 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 SQL Server 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.