Integration

Connect YNAB to Anthropic

When something happens in YNAB, your agent does the next thing in Anthropic. Describe it in plain language and the automation is built, tested on every branch and kept running.

YNAB14 triggersYNAB4 actionsAnthropic9 actions

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Build it

What do you want YNAB and Anthropic to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with YNAB and Anthropic

Triggers and actions 14 triggers · 13 actions

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.
Action
Anthropic agent message
Runs one AI agent turn on Anthropic and returns the model's reply. The turn is billed to the Anthropic account connected on this step, and the agent can call the account's AI tool automations.
Action
Cancel message batch
Cancel a Message Batch that is still processing.
Action
Count tokens in a message
Count the number of input tokens a Messages API request would use, without creating the message.
Action
Create message batch
Submit a batch of Messages API requests for asynchronous processing.
Action
Get message batch
Retrieve the status and request counts of a Message Batch by id.
Action
Get model
Retrieve details for a specific Claude model by id.
Action
List message batches
List Message Batches in the workspace, most recently created first.
Action
List models
List the available Claude models, most recently released first.
Action
Send model a message
Send a message to a Claude model and return its response. Supports the full Messages API: model, system prompt, multi-turn messages, max_tokens, tools, and adaptive thinking.

Each app on its own

The other way round: Anthropic to YNAB