--- title: "Connect YNAB to Lusha Connect - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Contact Lookalikes\" in Lusha Connect." canonical: "https://apiant.ai/connect/ynab-to-lusha-connect" --- # Connect YNAB to Lusha Connect When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Contact Lookalikes** in [Lusha Connect](https://apiant.ai/connections/lusha-connect). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Lusha Connect **13** 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 Lusha Connect 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 Lusha Connect - When **Goal Completed** in YNAB then **Contact Lookalikes** in Lusha Connect - When **New Account** in YNAB then **Enrich Contacts** in Lusha Connect 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 Lusha Connect ## Triggers and actions 14 triggers · 17 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 **Company Lookalikes** Returns companies similar to a set of seed companies you supply by domain or LinkedIn URL, using Lusha's AI-powered recommendations. - Action **Contact Lookalikes** Returns contacts similar to a set of 5–100 seed contacts, using Lusha's AI-powered lookalike recommendations. Results are lightweight previews; enrich them to reveal emails and phone numbers. - Action **Enrich Companies** Returns full company profiles (firmographics, industry codes, locations, and optional employee breakdowns, competitors, intent and parent companies) for up to 100 Lusha company IDs found with Find companies. - Action **Enrich Contacts** Reveals emails and phone numbers for up to 100 Lusha contacts previously found with Search Contacts, returning their full profiles. - Action **Enrich Contacts by Lusha ID** Reveals emails and phone numbers for up to 100 contacts using the Lusha contact IDs returned by Search Contacts. - Action **Find companies** Looks up companies in Lusha by name, domain or Lusha company ID and returns a preview of each match, including what can be revealed with Enrich Companies. - Action **Find prospecting companies** Searches Lusha's company database by firmographic filters (size, revenue, industry, location, technologies, intent, signals) and returns matching company previews with their Lusha IDs. - Action **Find prospecting contacts** Searches Lusha's contact database for people matching your contact and company filters, returning lightweight previews with Lusha contact IDs you can pass to Enrich Contacts. - Action **Get account usage** Returns your Lusha account's credit balance, rate-limit standing, plan details and per-action credit pricing. - Action **Get Company Signals** Returns hiring, headcount, web traffic, IT spend, intent and news signal events for up to 100 Lusha companies. - Action **Search and Enrich Companies** Finds up to 100 companies by name, domain or Lusha ID and returns their full firmographic profiles in one call. - Action **Search and Enrich Contacts** Finds up to 100 contacts by email, LinkedIn URL, Lusha ID or name and company, and reveals their emails and phone numbers in one call. - Action **Search Contacts** Looks up up to 100 contacts by Lusha ID, LinkedIn URL, email, or name and company, and returns a preview of each match plus what can be revealed with Enrich Contacts. ## 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) - [ **Lusha Connect** Lusha Connect is a tool that Instantly enrich contacts & companies data, automate outreach, and streamline...](https://apiant.ai/connections/lusha-connect) 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 Lusha Connect - [ **HubSpot to Lusha Connect** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lusha-connect) - [ **Salesforce to Lusha Connect** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lusha-connect) - [ **Slack to Lusha Connect** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lusha-connect) - [ **Google Sheets to Lusha Connect** Google Sheets](https://apiant.ai/connect/google-sheets-to-lusha-connect) - [ **Gmail to Lusha Connect** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lusha-connect) - [ **Google Calendar to Lusha Connect** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lusha-connect) Questions ## YNAB and Lusha Connect, 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 Lusha Connect when something happens in YNAB? Any of Lusha Connect's 13 actions, including Company Lookalikes, Contact Lookalikes, Enrich Companies and Enrich Contacts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lusha Connect to YNAB? Lusha Connect has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Lusha Connect's API documentation and adds it. ### ### Do I have to build a connector for YNAB or Lusha Connect? 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 Lusha Connect 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.