--- title: "Connect Stora and YNAB - APIANT.ai" description: "When \"Completed Task\" fires in Stora, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Create Contact\" in Stora." canonical: "https://apiant.ai/connect/stora-to-ynab" --- # Connect Stora and YNAB When **Completed Task** fires in [Stora](https://apiant.ai/connections/stora), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Create Contact** in Stora. Describe the whole flow and it is built, tested on every scenario and kept running. Stora **10** triggers Stora **17** 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 Stora 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 Stora and YNAB can do together ### From Stora to YNAB - When **Completed Task** in Stora then **Create Transaction** in YNAB - When **New Contact** in Stora then **Budget to a Category** in YNAB ### From YNAB to Stora - When **Goal Completed** in YNAB then **Create Contact** in Stora - When **New Account** in YNAB then **Create Task** in Stora 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 Stora and YNAB ## Triggers and actions 24 triggers · 21 actions - Trigger **Completed Task** Triggers when a task is completed. - Trigger **Finalized Order** Triggers when an order is finalized (ready for payment). - Trigger **New Contact** Fires when a contact is created in Stora. - Trigger **New Note** Triggers when a new note is created. - Trigger **New Order** Triggers when a new order is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Reopened Task** Triggers when a completed task is reopened. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Note** Triggers when a note is updated. - Trigger **Updated Task** Triggers when a task is updated. - Action **Complete Task** Marks a Stora task as complete. - Action **Create Contact** Creates a new contact. - Action **Create Note** Create a note attached to a contact, unit, subscription or task in Stora. - Action **Create Task** Creates a new task. - Action **Create Timeline Event** Creates a new timeline event. - Action **Delete Contact** deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409. - Action **Find Contact** Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own. - Action **Find Order** Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match. - Action **Find Site** Find self-storage sites by name, optionally narrowed by creation or update date. - Action **Find Staff Member** Finds Stora staff members by name or email. - Action **Find Task** Find tasks in Stora by related record, assignee, status or date range. - Action **Find Unit** Finds a unit by ID, reference ID, unit type, or site. - Action **Find Unit Type** Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range. - Action **Reopen Task** Mark a completed Stora task as open again. - Action **Update Contact** Update an existing Stora contact. Only the fields you fill in are changed. - Action **Update Note** Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed. - Action **Update Task** Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed. - 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 - [ **Stora** Stora is an all-in-one self-storage management software that automates bookings, payments, and facility...](https://apiant.ai/connections/stora) - [ **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 Stora - [ **Stora to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stora-to-stripe) - [ **Stora to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/stora-to-trello) - [ **Stora to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/stora-to-zoom) - [ **Stora to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/stora-to-twilio) - [ **Stora to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/stora-to-typeform) - [ **Stora to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/stora-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 ## Stora and YNAB, answered ### ### What can start an automation from Stora? Any of Stora's 10 triggers in the catalog, including Completed Task, New Contact, New Note and New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Stora? 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 Stora? Yes. When something happens in YNAB, your agent can act in Stora too. This page covers both directions: YNAB's triggers and Stora's actions are listed here as well. ### ### Do I have to build a connector for Stora 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 Stora 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.