--- title: "Connect Ventrata and YNAB - APIANT.ai" description: "When \"Updated Booking\" fires in Ventrata, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add booking\" in Ventrata." canonical: "https://apiant.ai/connect/ventrata-to-ynab" --- # Connect Ventrata and YNAB When **Updated Booking** fires in [Ventrata](https://apiant.ai/connections/ventrata), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add booking** in Ventrata. Describe the whole flow and it is built, tested on every scenario and kept running. Ventrata **1** trigger Ventrata **11** 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 Ventrata 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 Ventrata and YNAB can do together ### From Ventrata to YNAB - When **Updated Booking** in Ventrata then **Create Transaction** in YNAB - When **Updated Booking** in Ventrata then **Budget to a Category** in YNAB ### From YNAB to Ventrata - When **Goal Completed** in YNAB then **Add booking** in Ventrata - When **New Account** in YNAB then **Update booking** in Ventrata 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 Ventrata and YNAB ## Triggers and actions 15 triggers · 15 actions - Trigger **Updated Booking** Triggers when any booking is created, updated, cancelled, or redeemed, including changes to customer details, products, options, quantities, or status. - Action **Add booking** Reserves availability by creating an ON_HOLD booking. Confirm it afterwards with Confirm booking. - Action **Confirm booking** /bookings/{uuid}/confirm - confirm an on-hold booking with contact details (OCTO Core). - Action **Delete booking** /bookings/{uuid} - cancel a booking with optional reason (OCTO Core). - Action **Find availability** /availability - search availability for a product/option over a date range or specific dates (OCTO Core). - Action **Find availability calendar** /availability/calendar - daily availability summary for a product/option over a date range (OCTO Core). - Action **Find Booking** Find bookings by reference, date, contact details or other filters. At least one primary filter is required. - Action **Get booking** /bookings/{uuid} - retrieve a booking by UUID (OCTO Core). - Action **Get product** /products/{id} - retrieve one product with its options and units (OCTO Core). - Action **Get supplier** Returns the supplier the connected API key belongs to (name, reference, website, contact details). - Action **List products** /products - list all bookable products for the supplier (OCTO Core). - Action **Update booking** /bookings/{uuid} - amend an existing booking (date/time, units, contact) (OCTO Core). - 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 - [ **Ventrata** Ventrata is a ticketing platform for high-volume attractions, tours, and activities that manages ticket...](https://apiant.ai/connections/ventrata) - [ **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 Ventrata - [ **Ventrata to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/ventrata-to-zoom) - [ **Ventrata to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/ventrata-to-webflow) - [ **Ventrata 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/ventrata-to-wix) - [ **Ventrata to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/ventrata-to-linkedin) - [ **Ventrata to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/ventrata-to-facebook) - [ **Ventrata to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/ventrata-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 ## Ventrata and YNAB, answered ### ### What can start an automation from Ventrata? Any of Ventrata's 1 trigger in the catalog, including Updated Booking. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Ventrata? 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 Ventrata? Yes. When something happens in YNAB, your agent can act in Ventrata too. This page covers both directions: YNAB's triggers and Ventrata's actions are listed here as well. ### ### Do I have to build a connector for Ventrata 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 Ventrata 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.