--- title: "Connect YNAB to Auregistre - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Get company financials\" in Auregistre." canonical: "https://apiant.ai/connect/ynab-to-auregistre" --- # Connect YNAB to Auregistre When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Get company financials** in [Auregistre](https://apiant.ai/connections/auregistre). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Auregistre **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want YNAB and Auregistre 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 YNAB can start in Auregistre - When **Goal Completed** in YNAB then **Get company financials** in Auregistre - When **New Account** in YNAB then **Get company timeline** in Auregistre 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 YNAB and Auregistre ## Triggers and actions 14 triggers · 12 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 **Get company financials** Returns the annual accounts a French company filed with the business register, fiscal year by fiscal year: revenue, margins, EBITDA, EBIT, net income and INPI ratios, for the company itself and its group. - Action **Get company timeline** Returns every recorded change for a French company from the official gazette (BODACC): name, legal form, office, activity and share capital history, plus insolvency judgments and current insolvency status. - Action **Get department insolvency barometer** Returns the count of insolvency openings in one French department over the last twelve months compared with the twelve before, with a monthly breakdown and counts by procedure type. - Action **Get national insolvency barometer** Returns the national count of insolvency openings in France over the last twelve months compared with the twelve before, with a monthly series, a breakdown by procedure type and a ranking by department. - Action **Get trade insolvency barometer** Returns insolvency openings in France for one trade over the last twelve months compared with the twelve before, with monthly and per-procedure breakdowns. - Action **List company changes** Returns what the French official gazette (BODACC) published about up to 20 tracked companies since a given date, one entry per company. - Action **List company grants** Returns the grants the ADEME awarded to a French company since 2021 (date, amount, purpose, aid scheme, decision reference), most recent first, at most ten. - Action **List company state aid** Returns the state aid published for one French company in the EU State Aid Transparency register, up to the ten most recent awards, with the register's coverage totals. ## Each app on its own - [ **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) - [ **Auregistre** French company history since 2008 from the BODACC gazette, no key required](https://apiant.ai/connections/auregistre) Reviews ## What our customers say ## More from YNAB - [ **YNAB to MILKEE** MILKEE is a all in one accounting tool for Swiss Freelancers and small businesses.](https://apiant.ai/connect/ynab-to-milkee) - [ **YNAB to The Muse** Job board and company profiles](https://apiant.ai/connect/ynab-to-the-muse) - [ **YNAB to Google Sheets** Google Sheets](https://apiant.ai/connect/ynab-to-google-sheets) - [ **YNAB to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/ynab-to-google-drive) - [ **YNAB to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/ynab-to-zoom) - [ **YNAB to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/ynab-to-linkedin) ## More into Auregistre - [ **HubSpot to Auregistre** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-auregistre) - [ **Salesforce to Auregistre** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-auregistre) - [ **Slack to Auregistre** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-auregistre) - [ **Google Sheets to Auregistre** Google Sheets](https://apiant.ai/connect/google-sheets-to-auregistre) - [ **Gmail to Auregistre** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-auregistre) - [ **Google Calendar to Auregistre** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-auregistre) Questions ## YNAB and Auregistre, answered ### ### What can start an automation from YNAB? Any of YNAB's 14 triggers in the catalog, including Goal Completed, New Account, New Category and New or Updated Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Auregistre when something happens in YNAB? Any of Auregistre's 8 actions, including Get company financials, Get company timeline, Get department insolvency barometer and Get national insolvency barometer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Auregistre to YNAB? Auregistre has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Auregistre's API documentation and adds it. ### ### Do I have to build a connector for YNAB or Auregistre? 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 YNAB and Auregistre 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.