--- title: "Connect YNAB to EmailOctopus - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Add Tag to Contact\" in EmailOctopus." canonical: "https://apiant.ai/connect/ynab-to-emailoctopus" --- # Connect YNAB to EmailOctopus When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add Tag to Contact** in [EmailOctopus](https://apiant.ai/connections/emailoctopus). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions EmailOctopus **16** 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 EmailOctopus 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 EmailOctopus - When **Goal Completed** in YNAB then **Add Tag to Contact** in EmailOctopus - When **New Account** in YNAB then **Update Contact's Email Address** in EmailOctopus 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 EmailOctopus ## Triggers and actions 14 triggers · 20 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 field** Creates a new custom field on an EmailOctopus list, such as a text, number, date or choice field that contacts can hold a value for. - Action **Add list** Creates a new mailing list in EmailOctopus and returns the list's details. - Action **Add tag** Creates a new tag on an EmailOctopus list so it can be applied to contacts. - Action **Add Tag to Contact** Adds a tag to an existing contact in an EmailOctopus list, leaving the contact's other tags unchanged. - Action **Delete contact** Permanently deletes a contact from an EmailOctopus list. - Action **Delete list** Deletes an EmailOctopus list, along with its contacts, fields and tags. - Action **Get campaign** Returns the details of an EmailOctopus campaign, including its status, subject, sender, recipient lists and HTML content. - Action **Get campaign summary report** Returns the summary report for an EmailOctopus campaign: how many contacts it was sent to, plus its bounce, open, click, complaint and unsubscribe counts. - Action **Get list** Returns the details of an EmailOctopus list, including its custom fields, tags and subscriber counts. - Action **List campaigns** Returns every campaign in your EmailOctopus account, including its status, subject, sender and the lists it was sent to. - Action **List lists** Returns all mailing lists in the EmailOctopus account, with each list's fields, tags, contact counts and dates. - Action **Remove Tag From Contact** Removes a tag from a contact on an EmailOctopus list, leaving the contact's other tags unchanged. Returns the updated contact. - Action **Start automation for contact** Starts an EmailOctopus automation for a contact. The automation must be one that is started through the API. - Action **Unsubscribe Contact** Unsubscribes a contact from an EmailOctopus list so they stop receiving campaigns, and returns the updated contact. - Action **Update Contact's Email Address** Changes the email address of an existing contact on an EmailOctopus list and returns the updated contact. - Action **Update list** Renames an existing EmailOctopus list and returns the updated list. ## 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) - [ **EmailOctopus** EmailOctopus is a simple to use email marketing platform that helps you grow your audience, send beautiful...](https://apiant.ai/connections/emailoctopus) 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 EmailOctopus - [ **HubSpot to EmailOctopus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-emailoctopus) - [ **Salesforce to EmailOctopus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-emailoctopus) - [ **Slack to EmailOctopus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-emailoctopus) - [ **Google Sheets to EmailOctopus** Google Sheets](https://apiant.ai/connect/google-sheets-to-emailoctopus) - [ **Gmail to EmailOctopus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-emailoctopus) - [ **Google Calendar to EmailOctopus** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-emailoctopus) Questions ## YNAB and EmailOctopus, 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 EmailOctopus when something happens in YNAB? Any of EmailOctopus's 16 actions, including Update Contact's Email Address, Update list, Add field and Add list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EmailOctopus to YNAB? EmailOctopus has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads EmailOctopus's API documentation and adds it. ### ### Do I have to build a connector for YNAB or EmailOctopus? 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 EmailOctopus 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.