--- title: "Connect Uscreen and YNAB - APIANT.ai" description: "When \"New Invoice\" fires in Uscreen, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Revoke Customer Access\" in Uscreen." canonical: "https://apiant.ai/connect/uscreen-to-ynab" --- # Connect Uscreen and YNAB When **New Invoice** fires in [Uscreen](https://apiant.ai/connections/uscreen), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Revoke Customer Access** in Uscreen. Describe the whole flow and it is built, tested on every scenario and kept running. Uscreen **4** triggers Uscreen **30** 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 Uscreen 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 Uscreen and YNAB can do together ### From Uscreen to YNAB - When **New Invoice** in Uscreen then **Create Transaction** in YNAB - When **New User** in Uscreen then **Budget to a Category** in YNAB ### From YNAB to Uscreen - When **Goal Completed** in YNAB then **Revoke Customer Access** in Uscreen - When **New Account** in YNAB then **Get Customer** in Uscreen 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 Uscreen and YNAB ## Triggers and actions 18 triggers ยท 34 actions - Trigger **New Invoice** Triggers when a new invoice is created in your Uscreen storefront. - Trigger **New User** Triggers when a new customer is added to your Uscreen storefront. - Trigger **New Video View** Triggers when a customer views a video in your Uscreen storefront. - Trigger **User Updated** Triggers when a customer in your Uscreen storefront is added or updated. - Action **Cancel Customer Subscription** Cancels the customer's active subscription. - Action **Create Group** Creates a team group on a subscription plan. - Action **Delete Group** Deletes a team group. - Action **Generate Sign-On Link** Generates a single sign-on link that logs the customer into your storefront. - Action **Get Content** Returns one video, collection or live event. - Action **Get Customer** Returns one customer by ID or email. - Action **Get Customer Access** Returns one access record for a customer. - Action **Get Customer Subscription** Returns the customer's active subscription. - Action **Get Invoice** Returns one invoice by ID. - Action **Get Offer** Returns one offer by ID. - Action **Get Playlist Item** Returns one playlist item of a collection. - Action **Get Total Watch Time** Returns total watch time for a customer or content in a date range. - Action **Get Video** Returns one uploaded video by ID. - Action **Get Video Views** Returns video view records for a customer or content in a date range. - Action **Get Video Views Summary** Returns view counts and watch time per customer and video in a date range. - Action **List Contents** Returns a page of videos, collections and live events. - Action **List Customer Accesses** Returns the bundles and subscriptions a customer has access to. - Action **List Customers** Returns a page of customers, optionally filtered by a date range. - Action **List Email Topics** Returns your storefront's email topics. - Action **List Group Members** Returns the members of a team group. - Action **List Groups** Returns a page of team groups. - Action **List Invoices** Returns a page of invoices, optionally filtered by date range. - Action **List Offers** Returns your subscription, bundle and rental offers. - Action **List Playlist Items** Returns the playlist items and files of a collection. - Action **List Videos** Returns a page of uploaded videos. - Action **Publish Content** Publishes a video, collection or live event. - Action **Remove Group Member** Removes a person from a team group. - Action **Revoke Customer Access** Revokes a customer's access to a bundle or subscription. - Action **Schedule Content** Schedules a video or collection for future publication. - Action **Unpublish Content** Unpublishes a video, collection or live event. - 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 - [ **Uscreen** Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.](https://apiant.ai/connections/uscreen) - [ **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 Uscreen - [ **Uscreen to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/uscreen-to-zoom) - [ **Uscreen to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/uscreen-to-webflow) - [ **Uscreen 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/uscreen-to-wix) - [ **Uscreen to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/uscreen-to-linkedin) - [ **Uscreen to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/uscreen-to-facebook) - [ **Uscreen to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/uscreen-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) - [ **Redbooth to YNAB** Redbooth is project management software for highly productive teams, including marketing departments...](https://apiant.ai/connect/redbooth-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) Questions ## Uscreen and YNAB, answered ### ### What can start an automation from Uscreen? Any of Uscreen's 4 triggers in the catalog, including New Invoice, New User, New Video View and User Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Uscreen? 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 Uscreen? Yes. When something happens in YNAB, your agent can act in Uscreen too. This page covers both directions: YNAB's triggers and Uscreen's actions are listed here as well. ### ### Do I have to build a connector for Uscreen 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 Uscreen 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.