--- title: "Connect YNAB to Signaturit - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Add contact\" in Signaturit." canonical: "https://apiant.ai/connect/ynab-to-signaturit" --- # Connect YNAB to Signaturit When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add contact** in [Signaturit](https://apiant.ai/connections/signaturit). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Signaturit **14** 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 Signaturit 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 Signaturit - When **Goal Completed** in YNAB then **Add contact** in Signaturit - When **New Account** in YNAB then **Create a Certified Email** in Signaturit 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 Signaturit ## Triggers and actions 14 triggers · 18 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 contact** Creates a contact (name and email) in your Signaturit address book. - Action **Cancel a Signature Request** Cancels a signature request so its signers can no longer sign the document. Returns the canceled signature request. - Action **Create a Certified Email** Sends a certified email to a recipient with an attached document and returns the new certified email with its certificates. - Action **Create a Signature Request** Creates a signature request that sends a document to a signer for e-signature. - Action **Delete contact** Deletes a contact from your Signaturit contacts. - Action **Delete signature** Deletes a signature request. Requests that are still in progress cannot be deleted. - Action **Get certified email** Returns a certified email request by its id, including each recipient's certificate, status and delivery events. - Action **Get contact** Returns a single Signaturit contact (name and email) by its id. - Action **Get signature** Returns a signature request with its documents, signers, statuses and events. - Action **List certified emails** Returns the certified emails in your Signaturit account, optionally filtered by status and send date. - Action **List contacts** Returns the contacts saved in your Signaturit account, optionally filtered by email or name. - Action **List signatures** Returns the signature requests in your Signaturit account, optionally filtered by status, sent date range or a list of signature IDs. - Action **Send a Signature Request Reminder** Sends a reminder email to the signers of a pending signature request and returns the updated signature request. - Action **Update contact** Updates the email and/or name of an existing contact. ## 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) - [ **Signaturit** Signaturit allows to send and sign documents online with legally binding electronic signatures.](https://apiant.ai/connections/signaturit) 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 Signaturit - [ **HubSpot to Signaturit** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-signaturit) - [ **Salesforce to Signaturit** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-signaturit) - [ **Slack to Signaturit** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-signaturit) - [ **Google Sheets to Signaturit** Google Sheets](https://apiant.ai/connect/google-sheets-to-signaturit) - [ **Gmail to Signaturit** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-signaturit) - [ **Google Calendar to Signaturit** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-signaturit) Questions ## YNAB and Signaturit, 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 Signaturit when something happens in YNAB? Any of Signaturit's 14 actions, including Create a Certified Email, Create a Signature Request, Send a Signature Request Reminder and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Signaturit to YNAB? Signaturit has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Signaturit's API documentation and adds it. ### ### Do I have to build a connector for YNAB or Signaturit? 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 Signaturit 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.