--- title: "Connect YNAB to Yelo by Jungleworks - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Add customer\" in Yelo by Jungleworks." canonical: "https://apiant.ai/connect/ynab-to-yelo-by-jungleworks" --- # Connect YNAB to Yelo by Jungleworks When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add customer** in [Yelo by Jungleworks](https://apiant.ai/connections/yelo-by-jungleworks). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Yelo by Jungleworks **15** 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 Yelo by Jungleworks 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 Yelo by Jungleworks - When **Goal Completed** in YNAB then **Add customer** in Yelo by Jungleworks - When **New Account** in YNAB then **Create Order** in Yelo by Jungleworks 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 Yelo by Jungleworks ## Triggers and actions 14 triggers · 19 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 catalogue category** Creates a catalogue category for a merchant in your Yelo marketplace. - Action **Add customer** Creates a new customer in your Yelo marketplace. - Action **Add product** Creates a product in a Yelo merchant's catalogue. - Action **Create Order** Creates an order in your Yelo marketplace for a customer, with the products, delivery details and payment method you specify. - Action **Delete product** Deletes a product from a merchant's catalogue. - Action **Get customer** Returns the details of a Yelo customer by their customer ID. - Action **Get order** Returns the details of a single order by its ID. - Action **Get product** Returns a product from the Yelo catalogue by its id. - Action **List Catalogue Categories** Returns the catalogue categories of a Yelo merchant, optionally only those under a given parent category. - Action **List merchants** Returns the merchants (stores) in your Yelo marketplace, optionally filtered by verification status, open/closed state or a name/email search. - Action **List orders** Returns the marketplace's orders, optionally filtered by status and date range. - Action **List products** Returns the products in a Yelo store's catalogue, optionally filtered by a search term. - Action **Update customer** Updates a customer's name, email, or phone number in Yelo. - Action **Update Order Status** Accepts or rejects an order in Yelo by updating its status. - Action **Update product** Updates an existing product in a Yelo merchant's catalogue, such as its name, description, price, images or inventory. ## 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) - [ **Yelo by Jungleworks** Yelo by Jungleworks is a hyperlocal marketplace that enables you to build an online shopping platform where...](https://apiant.ai/connections/yelo-by-jungleworks) 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 Yelo by Jungleworks - [ **HubSpot to Yelo by Jungleworks** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-yelo-by-jungleworks) - [ **Salesforce to Yelo by Jungleworks** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-yelo-by-jungleworks) - [ **Slack to Yelo by Jungleworks** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-yelo-by-jungleworks) - [ **Google Sheets to Yelo by Jungleworks** Google Sheets](https://apiant.ai/connect/google-sheets-to-yelo-by-jungleworks) - [ **Gmail to Yelo by Jungleworks** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-yelo-by-jungleworks) - [ **Google Calendar to Yelo by Jungleworks** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-yelo-by-jungleworks) Questions ## YNAB and Yelo by Jungleworks, 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 Yelo by Jungleworks when something happens in YNAB? Any of Yelo by Jungleworks's 15 actions, including Create Order, Update customer, Update Order Status and Update product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Yelo by Jungleworks to YNAB? Yelo by Jungleworks has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Yelo by Jungleworks's API documentation and adds it. ### ### Do I have to build a connector for YNAB or Yelo by Jungleworks? 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 Yelo by Jungleworks 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.