Integration
Connect Checkvist and YNAB
When New List fires in Checkvist, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Task Note in Checkvist. 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 Checkvist 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 Checkvist and YNAB can do together
From Checkvist to YNAB
When New List in Checkvist
then Create Transaction in YNAB
When New List Item in Checkvist
then Budget to a Category in YNAB
From YNAB to Checkvist
When Goal Completed in YNAB
then Create Task Note in Checkvist
When New Account in YNAB
then Close Task in Checkvist
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 Checkvist and YNAB
Triggers and actions 16 triggers · 19 actions
Trigger
New ListTriggered when a new checklist is created in Checkvist.
Trigger
New List ItemTriggered when a new item is added to the chosen Checkvist checklist.
Action
Close TaskMarks a task in a Checkvist checklist as closed (done) and returns the updated task.
Action
Create List ItemAdds a new item (task) to a Checkvist checklist and returns the created item.
Action
Create New ListCreates a new Checkvist checklist and returns it.
Action
Create Several List ItemsAdds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
Action
Create Task NoteAdds a note (comment) to a task in a Checkvist checklist and returns the new note.
Action
Delete ChecklistDeletes a Checkvist checklist and returns the deleted list.
Action
Delete List ItemDeletes an item (task) from a Checkvist checklist and returns the deleted item.
Action
Get ChecklistReturns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
Action
Get List ItemReturns a single item (task) from a Checkvist checklist, optionally with its notes.
Action
List ChecklistsReturns the Checkvist checklists the connected account can see.
Action
List List ItemsReturns the items (tasks) in a Checkvist checklist.
Action
List Task NotesReturns the notes (comments) on a task in a Checkvist checklist.
Action
Reopen TaskReopens a closed task in a Checkvist checklist and returns the updated task.
Action
Update ChecklistUpdates a Checkvist checklist's name or sharing setting and returns the updated list.
Action
Update List ItemUpdates an item (task) in a Checkvist checklist and returns the updated item.
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
Checkvist and YNAB, answered
What can start an automation from Checkvist?
Any of Checkvist's 2 triggers in the catalog, including New List and New List Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Checkvist?
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 Checkvist?
Yes. When something happens in YNAB, your agent can act in Checkvist too. This page covers both directions: YNAB's triggers and Checkvist's actions are listed here as well.
Do I have to build a connector for Checkvist 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 Checkvist 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.