--- title: "Connect vTiger CRM and YNAB - APIANT.ai" description: "When \"New Contact (polling)\" fires in vTiger CRM, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/vtiger-crm-to-ynab" --- # Connect vTiger CRM and YNAB When **New Contact (polling)** fires in [vTiger CRM](https://apiant.ai/connections/vtiger-crm), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Create Contact** in vTiger CRM. Describe the whole flow and it is built, tested on every scenario and kept running. vTiger CRM **6** triggers vTiger CRM **18** 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 vTiger CRM 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 vTiger CRM and YNAB can do together ### From vTiger CRM to YNAB - When **New Contact (polling)** in vTiger CRM then **Create Transaction** in YNAB - When **New event** in vTiger CRM then **Budget to a Category** in YNAB ### From YNAB to vTiger CRM - When **Goal Completed** in YNAB then **Create Contact** in vTiger CRM - When **New Account** in YNAB then **Create Account** in vTiger CRM 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 vTiger CRM and YNAB ## Triggers and actions 20 triggers · 22 actions - Trigger **New Contact (polling)** Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime. - Trigger **New event** Triggered when any new event is added to your calendar. - Trigger **New Lead (polling)** Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime. - Trigger **New opportunity** Triggered when a new opportunity (Potential) is created in vTiger CRM. - Trigger **New organization** Triggered when any new organization (Account) is added in vTiger CRM. - Trigger **New ticket** Triggered when any new ticket (HelpDesk record) is added. - Action **Create Account** Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields. - Action **Create Contact** Create a Contact in vTiger. Provide lastname (required) and any other Contact fields. - Action **Create Lead** Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields. - Action **Create Opportunity** Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields. - Action **Create Record** Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values). - Action **Create Ticket** Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields. - Action **Delete Record** Delete a vTiger record by its id (e.g. 11x123). - Action **Describe Module** Describe the fields and metadata of a vTiger module. - Action **Get Current User (me)** Return the logged-in vTiger user — useful as a connection/auth smoke test. - Action **List Accounts** List Accounts (organizations) via VTQL. Optional limit (default 100). - Action **List Contacts** List Contacts via VTQL. Optional limit (default 100). - Action **List Leads** List Leads via VTQL. Optional limit (default 100). - Action **List Modules (listtypes)** List all accessible vTiger modules (element types). - Action **List Opportunities** List Opportunities (Potentials) via VTQL. Optional limit (default 100). - Action **List Tickets** List Help Desk Tickets via VTQL. Optional limit (default 100). - Action **Query (VTQL)** Run a vTiger Query Language (VTQL) SELECT statement and return matching records. - Action **Retrieve Record** Retrieve a single record by its vTiger record id (e.g. 11x123). - Action **Update Record** Update an existing vTiger record. The element JSON must include the record id and all mandatory fields. - 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 - [ **vTiger CRM** vTiger is an open source CRM forked from the popular SugarCRM.](https://apiant.ai/connections/vtiger-crm) - [ **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 vTiger CRM - [ **vTiger CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vtiger-crm-to-zoom) - [ **vTiger CRM to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vtiger-crm-to-webflow) - [ **vTiger CRM 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/vtiger-crm-to-wix) - [ **vTiger CRM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vtiger-crm-to-linkedin) - [ **vTiger CRM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vtiger-crm-to-facebook) - [ **vTiger CRM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vtiger-crm-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 ## vTiger CRM and YNAB, answered ### ### What can start an automation from vTiger CRM? Any of vTiger CRM's 6 triggers in the catalog, including New Contact (polling), New event, New Lead (polling) and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in vTiger CRM? 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 vTiger CRM? Yes. When something happens in YNAB, your agent can act in vTiger CRM too. This page covers both directions: YNAB's triggers and vTiger CRM's actions are listed here as well. ### ### Do I have to build a connector for vTiger CRM 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 vTiger CRM 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.