# 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 key[ynab.com](https://ynab.com/) **14** triggers **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with YNAB? 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) Popular ## YNAB with the apps people pair it with most - [ **HubSpot to YNAB** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ynab) - [ **Salesforce to YNAB** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ynab) - [ **Slack to YNAB** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ynab) - [ **YNAB to Google Sheets** Google Sheets](https://apiant.ai/connect/ynab-to-google-sheets) - [ **Gmail to YNAB** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ynab) - [ **Google Calendar to YNAB** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ynab) - [ **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) - [ **Mailchimp to YNAB** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ynab) Pair it ## Connect YNAB with another app - [ **Postman to YNAB** ](https://apiant.ai/connect/postman-to-ynab) - [ **YNAB to MILKEE** ](https://apiant.ai/connect/ynab-to-milkee) - [ **YNAB to The Muse** ](https://apiant.ai/connect/ynab-to-the-muse) - [ **HubSpot to YNAB** ](https://apiant.ai/connect/hubspot-to-ynab) - [ **Salesforce to YNAB** ](https://apiant.ai/connect/salesforce-to-ynab) - [ **Slack to YNAB** ](https://apiant.ai/connect/slack-to-ynab) - [ **YNAB to Google Sheets** ](https://apiant.ai/connect/ynab-to-google-sheets) - [ **Gmail to YNAB** ](https://apiant.ai/connect/gmail-to-ynab) - [ **Google Calendar to YNAB** ](https://apiant.ai/connect/google-calendar-to-ynab) - [ **YNAB to Google Drive** ](https://apiant.ai/connect/ynab-to-google-drive) - [ **Mailchimp to YNAB** ](https://apiant.ai/connect/mailchimp-to-ynab) - [ **Stripe to YNAB** ](https://apiant.ai/connect/stripe-to-ynab) - [ **Shopify to YNAB** ](https://apiant.ai/connect/shopify-to-ynab) - [ **QuickBooks Online to YNAB** ](https://apiant.ai/connect/quickbooks-online-to-ynab) - [ **Pipedrive to YNAB** ](https://apiant.ai/connect/pipedrive-to-ynab) - [ **ActiveCampaign to YNAB** ](https://apiant.ai/connect/activecampaign-to-ynab) - [ **Notion to YNAB** ](https://apiant.ai/connect/notion-to-ynab) - [ **Airtable to YNAB** ](https://apiant.ai/connect/airtable-to-ynab) - [ **Trello to YNAB** ](https://apiant.ai/connect/trello-to-ynab) - [ **Asana to YNAB** ](https://apiant.ai/connect/asana-to-ynab) - [ **JIRA to YNAB** ](https://apiant.ai/connect/jira-to-ynab) - [ **ClickUp to YNAB** ](https://apiant.ai/connect/clickup-to-ynab) - [ **YNAB to Zoom** ](https://apiant.ai/connect/ynab-to-zoom) - [ **Discord to YNAB** ](https://apiant.ai/connect/discord-to-ynab) - [ **Twilio to YNAB** ](https://apiant.ai/connect/twilio-to-ynab) - [ **SendGrid to YNAB** ](https://apiant.ai/connect/sendgrid-to-ynab) - [ **Outlook to YNAB** ](https://apiant.ai/connect/outlook-to-ynab) - [ **Intercom to YNAB** ](https://apiant.ai/connect/intercom-to-ynab) - [ **Freshdesk to YNAB** ](https://apiant.ai/connect/freshdesk-to-ynab) - [ **Brevo to YNAB** ](https://apiant.ai/connect/brevo-to-ynab) - [ **Typeform to YNAB** ](https://apiant.ai/connect/typeform-to-ynab) - [ **JotForm to YNAB** ](https://apiant.ai/connect/jotform-to-ynab) - [ **Calendly to YNAB** ](https://apiant.ai/connect/calendly-to-ynab) - [ **PandaDoc to YNAB** ](https://apiant.ai/connect/pandadoc-to-ynab) - [ **Webflow to YNAB** ](https://apiant.ai/connect/webflow-to-ynab) - [ **Wix to YNAB** ](https://apiant.ai/connect/wix-to-ynab) - [ **YNAB to LinkedIn** ](https://apiant.ai/connect/ynab-to-linkedin) - [ **YNAB to Facebook** ](https://apiant.ai/connect/ynab-to-facebook) - [ **Instagram to YNAB** ](https://apiant.ai/connect/instagram-to-ynab) - [ **YNAB to OpenAI** ](https://apiant.ai/connect/ynab-to-openai) - [ **YNAB to Anthropic** ](https://apiant.ai/connect/ynab-to-anthropic) - [ **OneDrive to YNAB** ](https://apiant.ai/connect/onedrive-to-ynab) - [ **Google Docs to YNAB** ](https://apiant.ai/connect/google-docs-to-ynab) - [ **Ontraport to YNAB** ](https://apiant.ai/connect/ontraport-to-ynab) - [ **Freshworks CRM to YNAB** ](https://apiant.ai/connect/freshworks-crm-to-ynab) - [ **YNAB to GoHighLevel** ](https://apiant.ai/connect/ynab-to-gohighlevel) - [ **Capsule CRM to YNAB** ](https://apiant.ai/connect/capsule-crm-to-ynab) - [ **YNAB to Copper** ](https://apiant.ai/connect/ynab-to-copper) - [ **Streak to YNAB** ](https://apiant.ai/connect/streak-to-ynab) - [ **NetHunt CRM to YNAB** ](https://apiant.ai/connect/nethunt-crm-to-ynab) - [ **MINDBODY to YNAB** ](https://apiant.ai/connect/mindbody-to-ynab) - [ **YNAB to Supabase** ](https://apiant.ai/connect/ynab-to-supabase) - [ **PostgreSQL to YNAB** ](https://apiant.ai/connect/postgresql-to-ynab) - [ **MySQL to YNAB** ](https://apiant.ai/connect/mysql-to-ynab) - [ **Vercel to YNAB** ](https://apiant.ai/connect/vercel-to-ynab) - [ **YNAB to ElevenLabs** ](https://apiant.ai/connect/ynab-to-elevenlabs) - [ **PagerDuty to YNAB** ](https://apiant.ai/connect/pagerduty-to-ynab) - [ **YNAB to Pushover** ](https://apiant.ai/connect/ynab-to-pushover) - [ **Gravity Forms to YNAB** ](https://apiant.ai/connect/gravity-forms-to-ynab) - [ **HubSpot Enterprise to YNAB** ](https://apiant.ai/connect/hubspot-enterprise-to-ynab) 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. ## Related apps - [ **aikstockdata to YNAB** KOSPI/KOSDAQ/KONEX daily settled closes, DART filings with receipt times, quarterly earnings](https://apiant.ai/connect/aikstockdata-to-ynab) - [ **YNAB to AlphaAI** Financial news scored 1-10 for relevance and tagged with stock tickers, plus SEC Form 4 insider and 8-K...](https://apiant.ai/connect/ynab-to-alphaai) - [ **YNAB to Binlist** Binlist is a lookup service for IIN/BIN data — the leading digits of a payment card number that identify the...](https://apiant.ai/connect/ynab-to-binlist) - [ **BriefTape to YNAB** Real-time AI-summarized SEC filings, Fed, FDA and BLS data, ticker-tagged](https://apiant.ai/connect/brieftape-to-ynab) - [ **YNAB to CongressInvests** Real-time U.S. congressional stock trade disclosures from Senate EFD and House Clerk](https://apiant.ai/connect/ynab-to-congressinvests) - [ **Debitura to YNAB** Debitura is a platform that automates global debt collection—create cases free, track progress, and recover...](https://apiant.ai/connect/debitura-to-ynab) - [ **YNAB to Earnings Feed** Real-time SEC filings, insider trades, and institutional holdings](https://apiant.ai/connect/ynab-to-earnings-feed) - [ **YNAB to Edgrapi** Clean SEC EDGAR company financials, ratios, filings and 10-K/10-Q sections as normalized JSON](https://apiant.ai/connect/ynab-to-edgrapi) [More in Finance](https://apiant.ai/apps/finance) Reviews ## What our customers say 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.