--- title: "Connect YNAB to Hibob - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Add employee\" in Hibob." canonical: "https://apiant.ai/connect/ynab-to-hibob" --- # Connect YNAB to Hibob When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add employee** in [Hibob](https://apiant.ai/connections/hibob). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Hibob **9** 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 Hibob 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 Hibob - When **Goal Completed** in YNAB then **Add employee** in Hibob - When **New Account** in YNAB then **Add time off request** in Hibob 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 Hibob ## Triggers and actions 14 triggers · 13 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 employee** Creates a new employee in Bob with their name, email, site and start date, and optionally their department and job title. - Action **Add time off request** Submits a new time off request for an employee in Bob, in days, hours or a per-day schedule. - Action **Find employees** Finds employees in Bob by email or employee ID, or returns all accessible employees when both are blank. - Action **Get employee** Returns one employee's record from Bob, looked up by employee ID or email, including any requested custom fields. - Action **Get time off balance** Returns an employee's time off balance for a policy type as of a given date, including taken days, adjustments and annual allowance. - Action **List company lists** Returns all company lists in Bob (such as departments, sites and job titles) with their items. - Action **List employee fields** Returns the metadata of every employee field defined in Bob, including the company's custom fields. - Action **List employee work history** Returns an employee's work history: every entry in their Work table, such as job title, department, site and reporting line changes with effective dates. - Action **Terminate employee** Terminates an employee in Bob, setting their status to Terminated as of the termination date you specify. ## 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) - [ **Hibob** Hibob was founded to modernize HR tech. Hibob's intuitive and data-driven platform, bob, was built for the...](https://apiant.ai/connections/hibob) 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 Hibob - [ **HubSpot to Hibob** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hibob) - [ **Salesforce to Hibob** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-hibob) - [ **Slack to Hibob** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-hibob) - [ **Google Sheets to Hibob** Google Sheets](https://apiant.ai/connect/google-sheets-to-hibob) - [ **Gmail to Hibob** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hibob) - [ **Google Calendar to Hibob** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hibob) Questions ## YNAB and Hibob, 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 Hibob when something happens in YNAB? Any of Hibob's 9 actions, including Add employee, Add time off request, Find employees and Get employee. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hibob to YNAB? Hibob has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Hibob's API documentation and adds it. ### ### Do I have to build a connector for YNAB or Hibob? 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 Hibob 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.