--- title: "Connect US Global Mail and YNAB - APIANT.ai" description: "When \"New Mail \" fires in US Global Mail, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Update mail item\" in US Global Mail." canonical: "https://apiant.ai/connect/us-global-mail-to-ynab" --- # Connect US Global Mail and YNAB When **New Mail **fires in [US Global Mail](https://apiant.ai/connections/us-global-mail), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Update mail item** in US Global Mail. Describe the whole flow and it is built, tested on every scenario and kept running. US Global Mail **1** trigger US Global Mail **16** 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 US Global Mail 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 US Global Mail and YNAB can do together ### From US Global Mail to YNAB - When **New Mail **in US Global Mail then **Create Transaction** in YNAB - When **New Mail **in US Global Mail then **Budget to a Category** in YNAB ### From YNAB to US Global Mail - When **Goal Completed** in YNAB then **Update mail item** in US Global Mail - When **New Account** in YNAB then **Get account** in US Global Mail 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 US Global Mail and YNAB ## Triggers and actions 15 triggers · 20 actions - Trigger **New Mail** Triggers when a new mail item arrives in your US Global Mail mailbox. - Action **Add address** Adds a new shipping or check-deposit address to your US Global Mail account. - Action **Add folder** Creates a new mail folder with a name and an optional color. - Action **Add scan request** Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account. - Action **Archive mail item** Moves a mail item out of the active inbox into the archive and returns the updated mail item. - Action **Delete folder** Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled. - Action **Discard mail item** Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded. - Action **Get account** Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number. - Action **Get mail item** Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder. - Action **Get shipment** Returns the details of one shipment, including its status, tracking number, destination and packed mail items. - Action **List addresses** Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type. - Action **List folders** Returns all of your US Global Mail folders, with each folder's name and color. - Action **List mail items** Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text. - Action **List scans** Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date. - Action **List shipments** Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status. - Action **Update folder** Renames a mail folder or changes its color. - Action **Update mail item** Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item. - 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 - [ **US Global Mail** US Global Mail is a virtual mailbox tool that allows you to seamlessly access and control your mail items...](https://apiant.ai/connections/us-global-mail) - [ **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 US Global Mail - [ **US Global Mail to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/us-global-mail-to-zoom) - [ **US Global Mail to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/us-global-mail-to-webflow) - [ **US Global Mail 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/us-global-mail-to-wix) - [ **US Global Mail to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/us-global-mail-to-linkedin) - [ **US Global Mail to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/us-global-mail-to-facebook) - [ **US Global Mail to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/us-global-mail-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 ## US Global Mail and YNAB, answered ### ### What can start an automation from US Global Mail? Any of US Global Mail's 1 trigger in the catalog, including New Mail. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in US Global Mail? 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 US Global Mail? Yes. When something happens in YNAB, your agent can act in US Global Mail too. This page covers both directions: YNAB's triggers and US Global Mail's actions are listed here as well. ### ### Do I have to build a connector for US Global Mail 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 US Global Mail 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.