--- title: "Connect Ubidots and YNAB - APIANT.ai" description: "When \"Device Is Updated\" fires in Ubidots, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add event\" in Ubidots." canonical: "https://apiant.ai/connect/ubidots-to-ynab" --- # Connect Ubidots and YNAB When **Device Is Updated** fires in [Ubidots](https://apiant.ai/connections/ubidots), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add event** in Ubidots. Describe the whole flow and it is built, tested on every scenario and kept running. Ubidots **3** triggers Ubidots **15** 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 Ubidots 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 Ubidots and YNAB can do together ### From Ubidots to YNAB - When **Device Is Updated** in Ubidots then **Create Transaction** in YNAB - When **Variable Updated** in Ubidots then **Budget to a Category** in YNAB ### From YNAB to Ubidots - When **Goal Completed** in YNAB then **Add event** in Ubidots - When **New Account** in YNAB then **Add device** in Ubidots 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 Ubidots and YNAB ## Triggers and actions 17 triggers · 19 actions - Trigger **Device Is Updated** Triggers when a device is created or any of its fields (name, description, tags, properties, organization, status) changes. - Trigger **Event Is Triggered** Triggers when a chosen Ubidots event fires, returning the new log entry for that event. - Trigger **Variable Updated** Triggers when a variable is created or its settings (name, description, unit, tags, properties) change. - Action **Add device** Creates a new device in your Ubidots account. - Action **Add event** Creates a new Ubidots event (alert rule) with its triggers, actions and active schedule. - Action **Add variable** Creates a new variable on a Ubidots device. - Action **Create Dot** Sends a single Dot (a value with optional timestamp and context) to a variable on a device. The device and variable are created automatically if they do not exist. - Action **Create Multiple Dots on Same Device** Sends values to one or more variables of a Ubidots device in a single call, creating the device and variables if they do not exist. - Action **Delete device** Permanently deletes a device and its variables from your Ubidots account. - Action **Delete variable** Permanently deletes a variable and its data from Ubidots. - Action **Get data series** Returns time-series values for one or more variables over a time range, each with its device and variable details. - Action **Get device** Returns a single Ubidots device, looked up by its ID or label. - Action **Get device last values** Returns the most recent value of every variable on a Ubidots device. - Action **Get variable** Returns a single Ubidots variable, including its device, unit, tags, properties and last value. - Action **List devices** Returns the devices in your Ubidots account, with their labels, names, tags and activity details. - Action **List variables** Returns the variables in the Ubidots account, each with its device, label, name, type, unit and last value. - Action **Update device** Updates the specified fields of an existing Ubidots device, such as its name, label, description, tags, properties or organization, and returns the updated device. - Action **Update variable** Updates the specified fields of an existing Ubidots variable, such as its name, label, unit, tags or description. Returns the updated variable. - 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 - [ **Ubidots** Rapidly assemble and launch Internet of Things (IoT) applications without having to write code or hire a...](https://apiant.ai/connections/ubidots) - [ **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 Ubidots - [ **Ubidots to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/ubidots-to-zoom) - [ **Ubidots to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/ubidots-to-webflow) - [ **Ubidots 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/ubidots-to-wix) - [ **Ubidots to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/ubidots-to-linkedin) - [ **Ubidots to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/ubidots-to-facebook) - [ **Ubidots to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/ubidots-to-anthropic) ## 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 ## Ubidots and YNAB, answered ### ### What can start an automation from Ubidots? Any of Ubidots's 3 triggers in the catalog, including Device Is Updated, Variable Updated and Event Is Triggered. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Ubidots? 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 Ubidots? Yes. When something happens in YNAB, your agent can act in Ubidots too. This page covers both directions: YNAB's triggers and Ubidots's actions are listed here as well. ### ### Do I have to build a connector for Ubidots 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 Ubidots 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.