Integration

Connect YNAB to Baremetrics

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

YNAB14 triggersYNAB4 actionsBaremetrics14 actions

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What do you want YNAB and Baremetrics 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.

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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.

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Everything your agent can do with YNAB and Baremetrics

Triggers and actions 14 triggers · 18 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
Add goal
Create a new revenue or metric goal for a data source.
Action
Augment Customer
Augments a customer with data.
Action
Cancel subscription
Cancel an active customer subscription.
Action
Create Subscription
Creates a new Subscription.
Action
Delete goal
Remove a goal from a data source.
Action
Delete subscription
Remove a subscription from a Baremetrics data source.
Action
Get annotation
Look up a single annotation's details by ID.
Action
Get charge
Look up a single charge's details by ID.
Action
Get goal
Look up a single goal's details by ID.
Action
Get plan
Look up a single pricing plan's details by ID.
Action
List annotations
Retrieve the list of annotations (notes marked on a metrics chart) for a data source.
Action
List goals
Retrieve the list of revenue/metric goals defined for a data source.
Action
List plans
Retrieve the list of pricing plans defined for a data source.
Action
List subscriptions
Retrieve the list of customer subscriptions for a data source.

Each app on its own

The other way round: Baremetrics to YNAB