# Connect TouchBasePro and YNAB When **New Subscriber** fires in [TouchBasePro](https://apiant.ai/connections/touchbasepro), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Send Smart Email** in TouchBasePro. Describe the whole flow and it is built, tested on every scenario and kept running. TouchBasePro **3** triggers TouchBasePro **6** 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 TouchBasePro 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 TouchBasePro and YNAB can do together ### From TouchBasePro to YNAB - When **New Subscriber** in TouchBasePro then **Create Transaction** in YNAB - When **Updated Subscriber** in TouchBasePro then **Budget to a Category** in YNAB ### From YNAB to TouchBasePro - When **Goal Completed** in YNAB then **Send Smart Email** in TouchBasePro - When **New Account** in YNAB then **Add List** in TouchBasePro 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 TouchBasePro and YNAB ## Triggers and actions 17 triggers · 10 actions - Trigger **New Subscriber** Triggers when a new subscriber is added to a list. - Trigger **Unsubscribed Subscriber** Triggers when a subscriber unsubscribes from a list. - Trigger **Updated Subscriber** Triggers when an active subscriber on a list is added or has their details changed. - Action **Add List** Creates a new subscriber list in your TouchBasePro account and returns its list id. - Action **Add Subscriber** Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it. - Action **Get Subscriber** Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data. - Action **Send Smart Email** Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status. - Action **Unsubscribe Subscriber** Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it. - Action **Update Subscriber** Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent. - 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 - [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro) - [ **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 TouchBasePro - [ **TouchBasePro to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/touchbasepro-to-trello) - [ **TouchBasePro to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/touchbasepro-to-zoom) - [ **TouchBasePro to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/touchbasepro-to-twilio) - [ **TouchBasePro to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/touchbasepro-to-typeform) - [ **TouchBasePro to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/touchbasepro-to-webflow) - [ **TouchBasePro to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/touchbasepro-to-wix) ## 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 ## TouchBasePro and YNAB, answered ### ### What can start an automation from TouchBasePro? Any of TouchBasePro's 3 triggers in the catalog, including New Subscriber, Updated Subscriber and Unsubscribed Subscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in TouchBasePro? 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 TouchBasePro? Yes. When something happens in YNAB, your agent can act in TouchBasePro too. This page covers both directions: YNAB's triggers and TouchBasePro's actions are listed here as well. ### ### Do I have to build a connector for TouchBasePro 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 TouchBasePro 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.