--- title: "Connect YNAB to FareHarbor - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Update Customer Custom Field Value\" in FareHarbor." canonical: "https://apiant.ai/connect/ynab-to-fareharbor" --- # Connect YNAB to FareHarbor When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Update Customer Custom Field Value** in [FareHarbor](https://apiant.ai/connections/fareharbor). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions FareHarbor **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 FareHarbor 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 FareHarbor - When **Goal Completed** in YNAB then **Update Customer Custom Field Value** in FareHarbor - When **New Account** in YNAB then **Resend Confirmation Email** in FareHarbor 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 FareHarbor ## 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 **Cancel Booking** Cancels a FareHarbor booking by UUID and returns the cancelled booking. - Action **Get Availability** Fetches one availability (scheduled time slot) by ID, with its ticket options, prices and custom fields. An error occurs if it is not found. - Action **Get Booking** Fetches a FareHarbor booking by UUID, with its contact, customers, status and price. An error occurs if the booking is not found. - Action **Get Company** Fetches one FareHarbor company's details, including contact information and location. An error occurs if the company is not found. - Action **Get Item** Fetches one item (tour or activity) of a FareHarbor company by ID. An error occurs if the item is not found. - Action **List Agents** Returns the booking agents of a FareHarbor affiliate company. - Action **List Availabilities by Date** Returns the availabilities (scheduled time slots) of one item on a single date. - Action **List Availability Bookings** Returns the bookings made on one availability. - Action **List Availability Lodgings** Returns the lodgings available for one availability, including whether pickup is offered from each. - Action **List Bookings by Create Date** Returns the bookings a FareHarbor company received on a given date. - Action **List Checkin Statuses** Returns the check-in statuses a FareHarbor company uses, such as checked in or no show. - Action **List Companies** Returns every FareHarbor company you have permission to book for, with each company's name, shortname and currency. - Action **List Crew Members** Returns the crew members assigned to one availability. - Action **List Desks** Returns the booking desks of a FareHarbor affiliate company. - Action **List Items** Returns the bookable items (tours and activities) a FareHarbor company offers. - Action **List Lodgings** Returns the lodgings (hotels and pickup locations) a FareHarbor company has set up. - Action **List Roles** Returns the crew roles a FareHarbor company has defined, such as captain or guide. - Action **List Users** Returns the staff users of a FareHarbor company. - Action **Resend Confirmation Email** Resends the booking confirmation emails for a customer's bookings with activities in a date range. - Action **Update Booking Note** Replaces the note on an existing FareHarbor booking. - Action **Update Crew Member** Updates the role or note of a crew member assigned to a FareHarbor availability. - Action **Update Customer Custom Field Value** Updates one customer's answer to a custom field on a FareHarbor booking. ## 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) - [ **FareHarbor** FareHarbor is the leading global online reservation platform for the tour and activity industry.](https://apiant.ai/connections/fareharbor) 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 FareHarbor - [ **HubSpot to FareHarbor** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fareharbor) - [ **Salesforce to FareHarbor** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fareharbor) - [ **Slack to FareHarbor** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fareharbor) - [ **Google Sheets to FareHarbor** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fareharbor) - [ **Gmail to FareHarbor** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fareharbor) - [ **Google Calendar to FareHarbor** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fareharbor) Questions ## YNAB and FareHarbor, 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 FareHarbor when something happens in YNAB? Any of FareHarbor's 22 actions, including Update Booking Note, Update Crew Member, Update Customer Custom Field Value and Get Availability. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FareHarbor to YNAB? FareHarbor has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads FareHarbor's API documentation and adds it. ### ### Do I have to build a connector for YNAB or FareHarbor? 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 FareHarbor 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.