Integration
Connect BaseLinker and YNAB
When New Order fires in BaseLinker, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add Invoice in BaseLinker. Describe the whole flow and it is built, tested on every scenario and kept running.
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 BaseLinker and YNAB to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart 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)Example flows
What BaseLinker and YNAB can do together
From BaseLinker to YNAB
When New Order in BaseLinker
then Create Transaction in YNAB
When New Order in BaseLinker
then Budget to a Category in YNAB
From YNAB to BaseLinker
When Goal Completed in YNAB
then Add Invoice in BaseLinker
When New Account in YNAB
then Add Order in BaseLinker
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 BaseLinker and YNAB
Triggers and actions 15 triggers · 28 actions
Trigger
New OrderTriggers when a new confirmed order appears in the BaseLinker order manager.
Action
Add a Tracking NumberAdds a tracking number from a courier shipment created outside BaseLinker to an order.
Action
Add CRM clientCreates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID.
Action
Add InvoiceIssues an invoice for an order in the BaseLinker order manager.
Action
Add OrderCreates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID.
Action
Add order productAdds a product line item to an existing BaseLinker order and returns the new item's id.
Action
Add order returnCreates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID.
Action
Add PaymentRecords a payment on a BaseLinker order, setting the order's paid amount, date and comment.
Action
Add productCreates a new product in a BaseLinker (Base) inventory catalog and returns its product ID.
Action
Delete orderDeletes an order from the BaseLinker order manager.
Action
Delete productDeletes a product from a BaseLinker product catalog.
Action
Find ordersFinds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders.
Action
Get CRM clientsReturns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients.
Action
Get Order FieldsReturns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options.
Action
Get Order PackageReturns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status.
Action
Get Order ReturnsReturns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time).
Action
Get productReturns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants.
Action
List inventoriesReturns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses.
Action
List order statusesReturns the order statuses created in the BaseLinker order manager, with their names, colors and groups.
Action
List productsReturns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock.
Action
Update OrderUpdates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed.
Action
Update Order StatusChanges the status of a BaseLinker order to the status you choose.
Action
Update productUpdates an existing product in a BaseLinker catalog. Only the fields you fill in are changed.
Action
Update product pricesUpdates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group.
Action
Update product stockUpdates the stock levels of products or variants in a BaseLinker catalog, per warehouse.
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
BaseLinker and YNAB, answered
What can start an automation from BaseLinker?
Any of BaseLinker's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in BaseLinker?
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 it also run from YNAB to BaseLinker?
Yes. When something happens in YNAB, your agent can act in BaseLinker too. This page covers both directions: YNAB's triggers and BaseLinker's actions are listed here as well.
Do I have to build a connector for BaseLinker or YNAB?
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.