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 triggers 4 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

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

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

Setup guide

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

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

Popular

YNAB with the apps people pair it with most

Pair it

Connect YNAB with another app

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

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 and sign in once in your browser. Your client can then run YNAB actions on demand, or have APIANT 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.

Can I use YNAB directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with YNAB two ways. Ask it to do something in YNAB 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the YNAB API?

No. APIANT connects to the YNAB API for you, with your YNAB API key. Describe what you want in plain language and your agent builds it on the YNAB triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the YNAB API documentation and adds it.

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.