--- title: "Connect YNAB and ilert - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Find User on Call\" in ilert, or \"New or Updated Incident\" in ilert to \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/ilert-to-ynab" --- # Connect YNAB and ilert When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Find User on Call** in [ilert](https://apiant.ai/connections/ilert), or **New or Updated Incident** in ilert to **Create Transaction** in YNAB. Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions ilert **1** trigger ilert **12** 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 ilert 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 and ilert can do together ### From YNAB to ilert - When **Goal Completed** in YNAB then **Find User on Call** in ilert - When **New Account** in YNAB then **Add Alert** in ilert ### From ilert to YNAB - When **New or Updated Incident** in ilert then **Create Transaction** in YNAB - When **New or Updated Incident** in ilert then **Budget to a Category** in YNAB 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 ilert ## Triggers and actions 15 triggers · 16 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. - Trigger **New or Updated Incident** Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed. - Action **Accept Incident** Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert. - Action **Add Alert** Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify). - Action **Add maintenance window** Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time. - Action **Create Incident** Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified. - Action **Find User on Call** Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call. - Action **Get alert** Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders. - Action **Get incident** Returns a single ilert incident by its id, including its status, severity, affected services and responders. - Action **Get maintenance window** Fetches a maintenance window by ID. An error occurs if the maintenance window is not found. - Action **List Alert Sources** Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy. - Action **List incidents** Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date. - Action **List users** Returns the users in your ilert account, with their name, email, role and contact settings. - Action **Resolve Incident** Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation. ## 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) - [ **ilert** ilert is a platform for alerting, on-call management, and status pages.](https://apiant.ai/connections/ilert) 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 ilert - [ **HubSpot to ilert** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ilert) - [ **Google Sheets to ilert** Google Sheets](https://apiant.ai/connect/google-sheets-to-ilert) - [ **Gmail to ilert** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ilert) - [ **Google Calendar to ilert** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ilert) - [ **Google Drive to ilert** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ilert) - [ **ActiveCampaign to ilert** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-ilert) Questions ## YNAB and ilert, 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 ilert when something happens in YNAB? Any of ilert's 12 actions, including Create Incident, Accept Incident, Add Alert and Add maintenance window. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ilert to YNAB? Yes. When something happens in ilert, your agent can act in YNAB too. This page covers both directions: ilert's triggers and YNAB's actions are listed here as well. ### ### Do I have to build a connector for YNAB or ilert? 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 ilert 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.