--- title: "Connect Streak and YNAB - APIANT.ai" description: "When \"New Box\" fires in Streak, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Create Task\" in Streak." canonical: "https://apiant.ai/connect/streak-to-ynab" --- # Connect Streak and YNAB When **New Box** fires in [Streak](https://apiant.ai/connections/streak), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Create Task** in Streak. Describe the whole flow and it is built, tested on every scenario and kept running. Streak **12** triggers Streak **21** 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 Streak 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 Streak and YNAB can do together ### From Streak to YNAB - When **New Box** in Streak then **Create Transaction** in YNAB - When **New email thread** in Streak then **Budget to a Category** in YNAB ### From YNAB to Streak - When **Goal Completed** in YNAB then **Create Task** in Streak - When **New Account** in YNAB then **Update Task** in Streak 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 Streak and YNAB ## Triggers and actions 26 triggers · 25 actions - Trigger **New Box** Triggered when a new box is added to the specified pipeline. - Trigger **New email thread** Triggered when a new email thread is added to the specified box. - Trigger **New event** Triggered when a new event occurs within any pipeline. - Trigger **New event in box** Triggered when a new event occurs within the specified box. - Trigger **New event in pipeline** Triggered when a new event occurs within the specified pipeline. - Trigger **New file** Triggered when a new file is added to the specified box. - Trigger **New Pipeline** Triggered when a new pipeline is added. - Trigger **New snippet** Triggered when a new snippet is added. - Trigger **New Stage** Triggered when a new stage is added to the specified pipeline. - Trigger **New Task in Box** Triggered when a new task is added to the specified box. - Trigger **New task in pipeline** Fires for each new task created in the selected Streak pipeline. Polls every box in the pipeline and emits each task once, identified by its task key. - Trigger **Task complete** Fires for each task marked complete in the selected Streak pipeline. Polls every box in the pipeline, keeps the tasks whose status is DONE, and emits each one once, identified by its task key. - Action **Create Box** Adds a new box to the specified pipeline. - Action **Create Comment** Adds a new comment to the specified box. - Action **Create Pipeline** Creates a new pipeline. - Action **Create Stage** Adds a new stage to the specified pipeline. - Action **Create Task** Adds a new task to the specified box. - Action **Delete Box** Deletes a box by its key. - Action **Delete Stage** Deletes a stage from the specified pipeline. - Action **Delete Task** Deletes a task by its key. - Action **Get Box** Gets a single box by its key. - Action **Get Current User** Returns the user associated with the API key. - Action **Get Pipeline** Gets a single pipeline by its key. - Action **List Boxes in Pipeline** Lists all boxes in the specified pipeline. - Action **List Fields** Lists all fields in the specified pipeline. - Action **List Pipelines** Lists all pipelines the user has access to. - Action **List Stages** Lists all stages in the specified pipeline. - Action **List Tasks in Box** Lists all tasks in the specified box. - Action **Move Box to Stage** Moves a box to a stage in the specified pipeline. - Action **Search** Searches boxes, contacts, and organizations across Streak. - Action **Update Box** Updates a box's name, notes, or stage. - Action **Update Box Field Value** Sets the value of a custom field on a box. - Action **Update Task** Updates a task's text, due date, or completion status. - 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 - [ **Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connections/streak) - [ **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 Streak - [ **Streak to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/streak-to-stripe) - [ **Streak to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/streak-to-trello) - [ **Streak to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/streak-to-zoom) - [ **Streak to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/streak-to-typeform) - [ **Streak to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/streak-to-webflow) - [ **Streak to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/streak-to-anthropic) ## 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 ## Streak and YNAB, answered ### ### What can start an automation from Streak? Any of Streak's 12 triggers in the catalog, including New Box, New email thread, New event and New event in box. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Streak? 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 Streak? Yes. When something happens in YNAB, your agent can act in Streak too. This page covers both directions: YNAB's triggers and Streak's actions are listed here as well. ### ### Do I have to build a connector for Streak 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 Streak 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.