Integration
Connect Bento and YNAB
When New Tag fires in Bento, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Update email template in Bento. 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 Bento and YNAB to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Bento and YNAB can do together
From Bento to YNAB
When New Tag in Bento
then Create Transaction in YNAB
When New Tag in Bento
then Budget to a Category in YNAB
From YNAB to Bento
When Goal Completed in YNAB
then Update email template in Bento
When New Account in YNAB
then Create or Update User in Bento
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 Bento and YNAB
Triggers and actions 15 triggers · 27 actions
Trigger
New TagTriggers when a new tag is created on your Bento site.
Action
Add broadcastCreates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.
Action
Create FieldCreates a custom subscriber field on your Bento site.
Action
Create or Update UserCreates a Bento subscriber, or updates the name of an existing one, by email address.
Action
Create or Update User and Apply TagCreates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.
Action
Create or Update User and Apply Tag (Trigger Flows)Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.
Action
Create TagCreates a tag on your Bento site.
Action
Delete tagDiscards a tag in Bento by name (running it on an already-discarded tag restores it).
Action
Fetch Site MetricsReturns your Bento site's user, subscriber and unsubscriber counts.
Action
Fetch SubscriberReturns a Bento subscriber's details, tags and custom fields by email address.
Action
Get email templateReturns one email template, including its name, subject and HTML content.
Action
Get segmentReturns one segment, including its name, description and filter definition.
Action
Import subscribersQueues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.
Action
List BroadcastsReturns one page of Bento broadcasts with the chosen status, including their send stats.
Action
List FieldsReturns every custom subscriber field on your Bento site.
Action
List segmentsReturns all segments in your Bento site.
Action
List sequencesReturns the sequences on your Bento site, including each sequence's email templates.
Action
List TagsReturns every tag on your Bento site.
Action
List workflowsReturns all workflows on the Bento site, with their name, status and email templates.
Action
Remove Tag from SubscriberRemoves a tag from a Bento subscriber by email.
Action
Track Subscribe EventSubscribes or unsubscribes a Bento subscriber by email.
Action
Update email templateUpdates the subject, HTML content, or editor type of a Bento email template.
Action
Update Subscriber FieldSets one custom field value on a Bento subscriber.
Action
Validate EmailChecks whether an email address looks valid and deliverable.
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
Bento and YNAB, answered
What can start an automation from Bento?
Any of Bento's 1 trigger in the catalog, including New Tag. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Bento?
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 Bento?
Yes. When something happens in YNAB, your agent can act in Bento too. This page covers both directions: YNAB's triggers and Bento's actions are listed here as well.
Do I have to build a connector for Bento 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.
Can my AI client use Bento and YNAB 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.