--- title: "Connect WeTravel and YNAB - APIANT.ai" description: "When \"Lead Updated\" fires in WeTravel, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Get order\" in WeTravel." canonical: "https://apiant.ai/connect/wetravel-to-ynab" --- # Connect WeTravel and YNAB When **Lead Updated** fires in [WeTravel](https://apiant.ai/connections/wetravel), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Get order** in WeTravel. Describe the whole flow and it is built, tested on every scenario and kept running. WeTravel **3** triggers WeTravel **10** 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 WeTravel 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 WeTravel and YNAB can do together ### From WeTravel to YNAB - When **Lead Updated** in WeTravel then **Create Transaction** in YNAB - When **New Lead** in WeTravel then **Budget to a Category** in YNAB ### From YNAB to WeTravel - When **Goal Completed** in YNAB then **Get order** in WeTravel - When **New Account** in YNAB then **List leads** in WeTravel 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 WeTravel and YNAB ## Triggers and actions 17 triggers · 14 actions - Trigger **Lead Updated** Triggers when a WeTravel lead is created or updated (for example, when the person requests again or books). - Trigger **New Lead** Triggers when a new lead is captured for one of your WeTravel trips. - Trigger **Transaction Updated** Triggers when a WeTravel transaction is created or updated, such as a payment, refund or payout changing status. - Action **Add payment link** Creates a WeTravel payment link for a trip with its dates, currency, fee handling and price, optionally with a deposit and installment payment plan. - Action **Add trip** Creates a draft trip in WeTravel, which can then be built out and published. - Action **Get order** Returns a single trip order (booking), including amounts paid and due, packages and add-ons, participants and installments. - Action **Get payment link** Returns a WeTravel payment link by its UUID, including its trip and pricing details. - Action **List leads** Returns the leads (trip inquiries) in your WeTravel account, optionally filtered by trip, booking status, lead type and request date. - Action **List orders** Returns the orders (bookings) placed on a trip, with amounts paid and due, buyer and booked packages. - Action **List transactions** Returns the transactions (payments and refunds) on your WeTravel account, optionally filtered. - Action **List trips** Returns all trips in your WeTravel account, with their titles, destinations, dates and listing status. - Action **Publish trip** Publishes a draft trip so its booking page goes live on WeTravel, and returns the published trip. - Action **Update trip** Updates an existing draft trip's details, such as title, dates, group size, pricing currency and booking settings. Only the fields you fill in are changed. - 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 - [ **WeTravel** WeTravel is an all-in-one operating system for multi-day travel businesses—build itineraries, manage...](https://apiant.ai/connections/wetravel) - [ **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 WeTravel - [ **WeTravel to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wetravel-to-zoom) - [ **WeTravel 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/wetravel-to-wix) - [ **WeTravel to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wetravel-to-linkedin) - [ **WeTravel to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wetravel-to-facebook) - [ **WeTravel to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wetravel-to-anthropic) - [ **WeTravel to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/wetravel-to-supabase) ## 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 ## WeTravel and YNAB, answered ### ### What can start an automation from WeTravel? Any of WeTravel's 3 triggers in the catalog, including Lead Updated, New Lead and Transaction 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 WeTravel? 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 WeTravel? Yes. When something happens in YNAB, your agent can act in WeTravel too. This page covers both directions: YNAB's triggers and WeTravel's actions are listed here as well. ### ### Do I have to build a connector for WeTravel 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 WeTravel 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.