Integration
Connect Chargebee and YNAB
When something happens in Chargebee or YNAB, your agent does the next thing in the other. Describe it 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 Chargebee 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 Chargebee and YNAB can do together
From Chargebee to YNAB
When New Payment Method in Chargebee
then Create Transaction in YNAB
When Payment Method Updates in Chargebee
then Budget to a Category in YNAB
From YNAB to Chargebee
When Goal Completed in YNAB
then Create Customer in Chargebee
When New Account in YNAB
then Create Subscription in Chargebee
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 Chargebee and YNAB
Triggers and actions 16 triggers · 20 actions
Trigger
New Payment MethodTriggers when a payment method is added.
Trigger
Payment Method UpdatesTriggers when a payment method is updated.
Action
Cancel SubscriptionCancels a Chargebee subscription immediately, at the end of the term, or on a specific date.
Action
Change Next Billing DateUpdates next billing date of a subscription.
Action
Create CustomerCreates a customer in Chargebee, optionally with a billing address and a payment source (card, bank account, payment method token or payment intent).
Action
Create SubscriptionCreates a new subscription for an existing Chargebee customer from one or more item prices, and returns the subscription along with the customer, card and any invoice it generated.
Action
Delete Customer CardDeletes the card on file for a customer. Chargebee turns off auto collection for the customer and fires a card_deleted event. Succeeds without error when the customer has no card.
Action
Fetch Customer Subscription DetailsRetrieves a subscription by ID, along with the customer who owns it and their card on file.
Action
Fetch Subscription Invoice DetailsFetches the invoices raised for one subscription, most recent first by default, with optional filters on status, dates and more.
Action
Find Existing SubscriptionReturns up to 100 subscriptions that match all of the specified criteria, such as subscription ID, customer ID, plan item or status.
Action
Finds an Existing CustomerFinds customers whose details exactly match the criteria you supply (email, name, company, phone, ID and more). Returns up to 100 matches and the first match on its own.
Action
Get InvoiceRetrieves a single Chargebee invoice by its ID.
Action
List InvoicesReturns all invoices in the Chargebee site.
Action
Reactivate SubscriptionRestores a cancelled subscription to active, or to trial when a trial end is given.
Action
Record Offline Payment for an InvoiceRecords a payment received outside Chargebee (cash, check, bank transfer, etc.) against an invoice. The invoice must be in payment_due, posted or not_paid status.
Action
Update Card Payment SourceChanges the cardholder name, expiry date or billing address on a customer's saved card.
Action
Update CustomerUpdates the details of an existing Chargebee customer, including custom fields. Billing address and VAT number are changed through Chargebee's separate billing-info update, not this action.
Action
Update SubscriptionUpdates a subscription in Chargebee.
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
Chargebee and YNAB, answered
What can start an automation from Chargebee?
Any of Chargebee's 2 triggers in the catalog, including New Payment Method and Payment Method Updates. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Chargebee?
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 Chargebee?
Yes. When something happens in YNAB, your agent can act in Chargebee too. This page covers both directions: YNAB's triggers and Chargebee's actions are listed here as well.
Do I have to build a connector for Chargebee 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.