--- title: "Connect WooCommerce and YNAB - APIANT.ai" description: "When \"New Customer\" fires in WooCommerce, your agent runs \"Create Transaction\" in YNAB, or \"Goal Completed\" in YNAB to \"Add order note\" in WooCommerce." canonical: "https://apiant.ai/connect/woocommerce-to-ynab" --- # Connect WooCommerce and YNAB When **New Customer** fires in [WooCommerce](https://apiant.ai/connections/woocommerce), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add order note** in WooCommerce. Describe the whole flow and it is built, tested on every scenario and kept running. WooCommerce **3** triggers WooCommerce **39** 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 WooCommerce 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 WooCommerce and YNAB can do together ### From WooCommerce to YNAB - When **New Customer** in WooCommerce then **Create Transaction** in YNAB - When **New Order** in WooCommerce then **Budget to a Category** in YNAB ### From YNAB to WooCommerce - When **Goal Completed** in YNAB then **Add order note** in WooCommerce - When **New Account** in YNAB then **Add order refund** in WooCommerce 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 WooCommerce and YNAB ## Triggers and actions 17 triggers · 43 actions - Trigger **New Customer** Polling trigger: fires for each newly registered customer (sorted by registration date descending). - Trigger **New Order** Polling trigger: fires for each newly created order (sorted by date descending). - Trigger **New Product** Polling trigger: fires for each newly created product (sorted by date descending). - Action **Add order note** Adds a note to a WooCommerce order, either private for store staff or shown to the customer. - Action **Add order refund** Creates a refund on a WooCommerce order, optionally for specific line items and through the payment gateway. - Action **Create Coupon** Create a new discount coupon. - Action **Create Customer** Create a new customer. - Action **Create Order** Create a new order. - Action **Create Product** Create a new product in WooCommerce. - Action **Create Product Category** Create a new product category. - Action **Create Product Tag** Create a new product tag. - Action **Create Product Variation** Create a variation under a variable product. - Action **Delete Coupon** Deletes a coupon from your WooCommerce store, either moving it to the trash or removing it permanently. - Action **Delete Customer** Permanently deletes a customer from the WooCommerce store and returns the deleted customer record. - Action **Delete Order** Deletes an order from your WooCommerce store, either moving it to the trash or removing it permanently. - Action **Delete Product** Delete a product by ID (force delete bypasses trash). - Action **Get Coupon** Returns a single coupon by its ID, including its code, discount, restrictions and usage details. - Action **Get Customer** Retrieve a customer by ID. - Action **Get Order** Retrieve an order by ID. - Action **Get Product** Retrieve a product by ID. - Action **Get product by SKU** Emits the details of the product with the specified SKU. An error occurs if zero or multiple are found. - Action **Get product category by name** Emits the id of the product category with the matching name. An error occurs if the category is not found. - Action **Get product tag by name** Emits the id of the product tag with the matching name. An error occurs if the tag is not found. - Action **List Coupons** List discount coupons, optionally filtered by code. - Action **List Customers** List customers, optionally filtered by email or search term. - Action **List order notes** Returns the notes on a WooCommerce order, optionally limited to customer-facing or internal notes. - Action **List order refunds** Returns the refunds issued against a WooCommerce order. - Action **List Orders** List orders, optionally filtered by status or customer. - Action **List Product Categories** List product categories, optionally filtered by search term. - Action **List Product Reviews** Returns product reviews from your WooCommerce store, optionally filtered by product, reviewer, status, date or search text. - Action **List Products** List products with optional search, status, and SKU filters. - Action **List Product Tags** List product tags, optionally filtered by search term. - Action **List Product Variations** List variations under a variable product. - Action **Product attributes - assign to product** Assigns the configured product attributes to the specified product. Send the attributes array as JSON. - Action **Product variation attributes - assign to product variation** Assigns the configured attributes to the specified product variation. - Action **Update Coupon** Updates an existing coupon's code, discount, expiry, usage limits and product or email restrictions. - Action **Update Customer** Updates an existing WooCommerce customer's name, email, login, password, billing and shipping addresses, or meta data. - Action **Update Order** Update an order by ID (e.g. change status). - Action **Update Product** Update an existing product by ID. - Action **Update Product Category** Updates an existing product category's name, slug, parent, description, display type, image or menu order. - Action **Update Product Stock Quantity** Update a product's stock quantity (product must have manage_stock enabled). - Action **Update Product Variation** Update a product variation by ID. - 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 - [ **WooCommerce** WooCommerce — manage products, variations, categories, tags, orders, customers, and coupons on your...](https://apiant.ai/connections/woocommerce) - [ **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 WooCommerce - [ **WooCommerce to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/woocommerce-to-zoom) - [ **WooCommerce to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/woocommerce-to-linkedin) - [ **WooCommerce to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/woocommerce-to-facebook) - [ **WooCommerce to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/woocommerce-to-anthropic) - [ **WooCommerce to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/woocommerce-to-gohighlevel) - [ **WooCommerce to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/woocommerce-to-supabase) ## 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 ## WooCommerce and YNAB, answered ### ### What can start an automation from WooCommerce? Any of WooCommerce's 3 triggers in the catalog, including New Customer, New Order and New Product. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in WooCommerce? 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 WooCommerce? Yes. When something happens in YNAB, your agent can act in WooCommerce too. This page covers both directions: YNAB's triggers and WooCommerce's actions are listed here as well. ### ### Do I have to build a connector for WooCommerce 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 WooCommerce 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.