--- title: "Connect Wodify Core and YNAB - APIANT.ai" description: "When \"New/Updated Client\" fires in Wodify Core, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/wodify-core-to-ynab" --- # Connect Wodify Core and YNAB When **New/Updated Client** fires in [Wodify Core](https://apiant.ai/connections/wodify-core), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Tag to Lead** in Wodify Core. Describe the whole flow and it is built, tested on every scenario and kept running. Wodify Core **2** triggers Wodify Core **19** 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 Wodify Core 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 Wodify Core and YNAB can do together ### From Wodify Core to YNAB - When **New/Updated Client** in Wodify Core then **Create Transaction** in YNAB - When **Tag Changed on Client** in Wodify Core then **Budget to a Category** in YNAB ### From YNAB to Wodify Core - When **Goal Completed** in YNAB then **Add Tag to Lead** in Wodify Core - When **New Account** in YNAB then **Add/Update Lead** in Wodify Core 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 Wodify Core and YNAB ## Triggers and actions 16 triggers · 23 actions - Trigger **New/Updated Client** Triggers when a client is added or an existing client is updated in Wodify. - Trigger **Tag Changed on Client** Triggers when a client's tags change (a tag is added to or removed from a client). - Action **Add class reservation** Reserves a spot in a class for a client, optionally as a recurring reservation. - Action **Add membership** Creates a new membership for a client from a membership template. Values you leave blank are filled in from the template. - Action **Add Tag to Client** Adds one or more tags to a Wodify client and returns the client's current tags. - Action **Add Tag to Lead** Adds one or more tags to a Wodify lead and returns the lead's current tags. - Action **Add/Update Lead** Creates a new lead in Wodify, or updates an existing lead when a Lead ID is supplied. - Action **Convert lead to client** Converts a Lead into a Client. Any details you leave blank keep the Lead's existing values. - Action **Delete client** Deletes an inactive Wodify client by its ID. - Action **Delete lead** Deletes a lead record from Wodify by its ID. - Action **Find leads by criteria** Searches your Wodify leads with a search query and returns the matching leads. - Action **Get Client** Returns a Wodify client record by its id, including contact details, status, tags, memberships flags and custom field answers. - Action **Get Lead** Returns a single Wodify lead record by its lead ID. - Action **Get membership** Returns a single membership record by its membership ID. - Action **List clients** Returns the clients in your Wodify account. - Action **List employees** Returns the employees (staff and coaches) in your Wodify account. - Action **List invoices** Returns the invoices in your Wodify gym, with amounts, status, due and paid dates, and the client or lead each one belongs to. - Action **List leads** Returns the leads in your Wodify account, up to 100 at a time. - Action **List memberships** Returns the memberships in your Wodify account, up to 100 at a time. - Action **Remove Tag From Client** Removes one or more tags from a Wodify client and returns the client's remaining tags. - Action **Remove Tag From Lead** Removes the given tags from a Wodify lead and returns the lead's remaining tags. - 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 - [ **Wodify Core** Wodify Core is a powerful all-in-one fitness management platform built to streamline operations, elevate...](https://apiant.ai/connections/wodify-core) - [ **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 Wodify Core - [ **Wodify Core to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wodify-core-to-zoom) - [ **Wodify Core to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wodify-core-to-linkedin) - [ **Wodify Core to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wodify-core-to-facebook) - [ **Wodify Core to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wodify-core-to-anthropic) - [ **Wodify Core to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/wodify-core-to-supabase) - [ **Wodify Core to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/wodify-core-to-elevenlabs) ## 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 ## Wodify Core and YNAB, answered ### ### What can start an automation from Wodify Core? Any of Wodify Core's 2 triggers in the catalog, including New/Updated Client and Tag Changed on Client. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Wodify Core? 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 Wodify Core? Yes. When something happens in YNAB, your agent can act in Wodify Core too. This page covers both directions: YNAB's triggers and Wodify Core's actions are listed here as well. ### ### Do I have to build a connector for Wodify Core 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 Wodify Core 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.