--- title: "Connect YNAB to Commonsku - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Add client contact\" in Commonsku." canonical: "https://apiant.ai/connect/ynab-to-commonsku" --- # Connect YNAB to Commonsku When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add client contact** in [Commonsku](https://apiant.ai/connections/commonsku). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Commonsku **22** 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 Commonsku 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 Commonsku - When **Goal Completed** in YNAB then **Add client contact** in Commonsku - When **New Account** in YNAB then **Update contact** in Commonsku 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 Commonsku ## Triggers and actions 14 triggers · 26 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 client** Creates a new client in commonsku. - Action **Add client address** Creates a new address in a client's address book and returns the created address. - Action **Add client contact** Creates a contact for a commonsku client and returns the new contact. - Action **Add project** Creates a new project for an existing client in commonsku. - Action **Add tag** Creates a tag in your commonsku company, or returns the existing tag if one with the same label already exists. - Action **Delete client** Deletes a client from commonsku by ID, along with all of its contacts and addresses, and returns the deleted client. - Action **Find products by keyword** Returns the products whose name, supplier code or tag match a keyword, optionally narrowed by supplier, division, tag, owner or net price. - Action **Get client** Returns the details of a single Commonsku client, including its terms, industry, status and tags. An error occurs if the client is not found. - Action **Get invoice** Returns a single invoice, including its customer, billing and shipping details, line items and totals. An error occurs if the invoice is not found. - Action **Get product** Returns the full details of a single product by its ID, including its colors, sizes, imprints, images, SKUs, costs and prices. An error occurs if the product is not found. - Action **Get project** Returns the details of a single commonsku project by its ID. - Action **List client contacts** Returns the contacts associated with a commonsku client, including names, email, department and phone numbers. - Action **List clients** Returns the clients in your commonsku account, optionally filtered by customer number, client name, credit hold status or last-updated date. - Action **List invoices** Returns invoices in your commonsku account, optionally filtered by status, customer, numbers or dates. - Action **List products** Returns products in your commonsku account, optionally filtered by keyword, supplier, division, tag or price, or by a special mode such as popular or recently used products. - Action **List projects** Returns the projects in your commonsku account, optionally filtered by client, dates or project number. - Action **List purchase orders** Returns the purchase orders in your commonsku account, optionally filtered by status, client, order numbers, dates or tracking number. - Action **List sales orders** Returns the sales orders in your commonsku account, optionally filtered by status, client, numbers and date ranges. - Action **List tags** Returns the tags defined in your commonsku company, optionally limited to one record, one record type, or a label search. - Action **Update client** Updates an existing commonsku client's name, payment terms, industry, rep, website, status, credit hold and tags. - Action **Update contact** Updates an existing client contact's name, email or department in commonsku. - Action **Update product** Updates an existing product in commonsku. Only the fields you fill in are changed. ## 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) - [ **Commonsku** commonsku is a workflow management, CRM, and ERP platform specifically designed for the promotional goods...](https://apiant.ai/connections/commonsku) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Commonsku - [ **HubSpot to Commonsku** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-commonsku) - [ **Salesforce to Commonsku** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-commonsku) - [ **Slack to Commonsku** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-commonsku) - [ **Google Sheets to Commonsku** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-commonsku) - [ **Gmail to Commonsku** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-commonsku) - [ **Google Calendar to Commonsku** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-commonsku) Questions ## YNAB and Commonsku, 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 Commonsku when something happens in YNAB? Any of Commonsku's 22 actions, including Update client, Update contact, Update product and Add client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Commonsku to YNAB? Commonsku has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Commonsku's API documentation and adds it. ### ### Do I have to build a connector for YNAB or Commonsku? 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 Commonsku 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.