Finance

YNAB integrations

Connect YNAB to any other app, or use it from your AI client over MCP. YNAB is an award-winning personal finance app and method that helps you gain total control of your money. Spend, save, and live joyfully.

Connects with an API keyynab.com
14 triggers4 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with YNAB?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)
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)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
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)
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)

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What your agent can do with YNAB

Triggers and actions 14 triggers · 4 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.

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Questions

YNAB, answered

Is there a YNAB MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with YNAB. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use YNAB. Nothing to install.

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 YNAB?

Any of YNAB's 4 actions, including Create Transaction, Budget to a Category, Get Current Budget Month and Get Current Month Summary. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can YNAB connect to?

Any app in the catalog; the list on this page pairs YNAB with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.