--- title: "Connect YNAB to TrackingTime - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Add Customer\" in TrackingTime." canonical: "https://apiant.ai/connect/ynab-to-trackingtime" --- # Connect YNAB to TrackingTime When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add Customer** in [TrackingTime](https://apiant.ai/connections/trackingtime). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions TrackingTime **11** 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 TrackingTime 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 TrackingTime - When **Goal Completed** in YNAB then **Add Customer** in TrackingTime - When **New Account** in YNAB then **Add Task** in TrackingTime 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 TrackingTime ## Triggers and actions 14 triggers · 15 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 Customer** Creates a new customer in TrackingTime. Only workspace admins and project managers can add customers. - Action **Add Project** Creates a new project in TrackingTime. - Action **Add Service** Creates a new service in the TrackingTime workspace. Only admins and project managers can add services. - Action **Add Task** Adds a new task. - Action **Add Time Entry** Adds a new time entry. - Action **Search Projects** Finds existing projects by ID, name and more. - Action **Search Tasks** Searches TrackingTime tasks by keyword in their names and returns the matching tasks. - Action **Search Time Entries** Returns the time entries that match the chosen user, customer, project, task or company within a date range. - Action **Update Project** Updates an existing project. - Action **Update Task** Update tasks for Tracking Time - Action **Update Time Entry** Updates an existing TrackingTime time entry. The end time is always required; other fields left blank are not changed. ## 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) - [ **TrackingTime** Time Tracking app that helps to manage projects, track working times and measure productivity.](https://apiant.ai/connections/trackingtime) 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 TrackingTime - [ **Open Science Framework to TrackingTime** The Open Science Framework (OSF) is a repository and archive for research projects — study designs...](https://apiant.ai/connect/open-science-framework-to-trackingtime) - [ **Rossum to TrackingTime** Rossum is cloud-based app that uses artificial intelligence to replicate the human approach to data...](https://apiant.ai/connect/rossum-to-trackingtime) - [ **HubSpot to TrackingTime** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trackingtime) - [ **Salesforce to TrackingTime** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trackingtime) - [ **Slack to TrackingTime** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trackingtime) - [ **Google Sheets to TrackingTime** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trackingtime) Questions ## YNAB and TrackingTime, 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 TrackingTime when something happens in YNAB? Any of TrackingTime's 11 actions, including Update Project, Update Task, Update Time Entry and Add Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TrackingTime to YNAB? TrackingTime has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads TrackingTime's API documentation and adds it. ### ### Do I have to build a connector for YNAB or TrackingTime? 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 TrackingTime 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.