# Connect YNAB to Woosmap When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add stores** in [Woosmap](https://apiant.ai/connections/woosmap). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Woosmap **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 Woosmap to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Woosmap - When **Goal Completed** in YNAB then **Add stores** in Woosmap - When **New Account** in YNAB then **Update stores** in Woosmap 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 Woosmap ## 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 stores** Creates one or more stores (assets) in your Woosmap project in a single batch. - Action **Autocomplete locality** Returns worldwide place suggestions (cities, postal codes, addresses and more) for a partial text query. - Action **Calculate distance matrix** Calculates distances and travel times between one or more origins and one or more destinations for driving, walking or cycling. - Action **Calculate isochrone** Returns the area reachable from a starting point within a given travel time or distance, as an encoded polyline contour. - Action **Delete stores** Deletes one or more stores (assets) from your Woosmap project by their store IDs. - Action **Find routes** Returns the recommended route (distance, duration, path and optional turn-by-turn steps) between an origin and a destination for a travel mode. - Action **Find stores** Finds stores (assets) matching a search query and/or near a location, polyline or bounding box. - Action **Geocode address** Returns coordinates for an address, or the address at a latitude/longitude position (reverse geocoding). - Action **Get locality details** Returns the full details of a locality, postal code or address (location, address components, optional shape) from the public id returned by Autocomplete locality. - Action **Get store** Returns a single store (asset) by its ID, including address, contact details, opening hours and custom properties. - Action **Update stores** Updates existing stores (assets) in your Woosmap project in a batch. Every store in the batch must already exist, or the whole batch is refused. ## 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) - [ **Woosmap** Location intelligence API for address autocomplete, geocoding, distance/travel-time calculation, and store...](https://apiant.ai/connections/woosmap) 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 Woosmap - [ **HubSpot to Woosmap** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-woosmap) - [ **Salesforce to Woosmap** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-woosmap) - [ **Slack to Woosmap** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-woosmap) - [ **Google Sheets to Woosmap** Google Sheets](https://apiant.ai/connect/google-sheets-to-woosmap) - [ **Gmail to Woosmap** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-woosmap) - [ **Google Calendar to Woosmap** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-woosmap) Questions ## YNAB and Woosmap, 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 Woosmap when something happens in YNAB? Any of Woosmap's 11 actions, including Update stores, Add stores, Autocomplete locality and Calculate distance matrix. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Woosmap to YNAB? Woosmap has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Woosmap's API documentation and adds it. ### ### Do I have to build a connector for YNAB or Woosmap? 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. ### ### 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.