Integration
Connect Clockwork Recruiting and YNAB
When New Candidacy fires in Clockwork Recruiting, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Person Website in Clockwork Recruiting. 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 Clockwork Recruiting and YNAB to do together?
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Claude Code
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Clockwork Recruiting and YNAB can do together
From Clockwork Recruiting to YNAB
When New Candidacy in Clockwork Recruiting
then Create Transaction in YNAB
When New Person Record in Clockwork Recruiting
then Budget to a Category in YNAB
From YNAB to Clockwork Recruiting
When Goal Completed in YNAB
then Create Person Website in Clockwork Recruiting
When New Account in YNAB
then Update a Candidate in Clockwork Recruiting
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 Clockwork Recruiting and YNAB
Triggers and actions 20 triggers · 55 actions
Trigger
Candidate Status ChangeTriggers when a candidate's status changes on the chosen project.
Trigger
New CandidacyTriggers when a new candidate is added to the chosen project.
Trigger
New Person RecordTriggers when a new person record is added to your Clockwork firm.
Trigger
Updated CandidacyTriggers when any candidacy on the chosen project is updated.
Trigger
Updated Person RecordTriggers when a person record in your Clockwork firm is updated.
Trigger
Updated Person With VerbosityTriggers when a person record is updated, returning the person with their preferred email, phone, LinkedIn, address, primary position and tags.
Action
Create Person WebsiteCreate Person Website
Action
Delete a CandidateReturn status message
Action
Delete a PersonDelete Person.
Action
Delete a Person AddressDelete Address.
Action
Delete a Person AttachmentDelete attachment.
Action
Delete a Person CompensationDelete Compensation.
Action
Delete a Person EmailDelete EmailAddress.
Action
Delete a Person LinkedinDelete LinkedinUrl.
Action
Delete a Person NoteDelete Note.
Action
Delete Person EducationDelete Education.
Action
Delete Person Phone NumberDelete Phone Number.
Action
Delete Person PositionDelete Position.
Action
Delete Person WebsiteDelete Web Site.
Action
Find a CandidateReturns a single candidacy and the associated metadata.
Action
Find a CompanyReturns a single company and the associated metadata.
Action
Find a PersonReturns a single person and the associated metadata.
Action
Find a Person AddressReturns a single address and the associated metadata.
Action
Find a Person AttachmentReturns a single attachment.
Action
Find a Person CompensationReturns a single compensation and the associated metadata.
Action
Find a Person EmailReturns a single email address and the associated metadata.
Action
Find a Person NoteReturns a single note and the associated metadata.
Action
Find a ProjectReturns a single project and the associated metadata.
Action
Find a Project AdminReturns the project settings
Action
Find a Project ClientReturns a single client and the associated metadata.
Action
Find a Project UserReturns a single user and the associated metadata.
Action
Find a SchoolReturns a single school and the associated metadata.
Action
Find a TagReturns a single tag and the associated metadata.
Action
Find Person EducationReturns a single education and the associated metadata.
Action
Find Person LinkedinReturns a single linkedin_url and the associated metadata.
Action
Find Person Phone NumberReturns a single phone_number and the associated metadata.
Action
Find Person PositionReturns a single position and the associated metadata.
Action
Find Person WebsiteReturns a single web site and the associated metadata.
Action
Get All CompaniesReturns paginated companies data. Optionally filter the list by `name`, `do_not_contact`, and/or `associated_to_project`. Filters can be combined; omitting all of them returns every company.
Action
Get All PeopleReturns the list of all People of a Firm
Action
Get All SchoolsReturns paginated schools data
Action
Get All TagsReturns the tags defined in your Clockwork firm.
Action
People SearchReturns the list of all People of a Firm
Action
Update a CandidateReturn updated candidate
Action
Update a CompanyReturns a single company and the associated metadata.
Action
Update a Person EducationReturns a single education and the associated metadata.
Action
Update a TagReturns a single tag and the associated metadata.
Action
Update PersonReturns a single person and the associated metadata.
Action
Update Person AddressReturns a single address and the associated metadata.
Action
Update Person CompensationReturns a single compensation and the associated metadata.
Action
Update Person EmailReturns a single email address and the associated metadata.
Action
Update Person LinkedinReturns a single linkedin_url and the associated metadata.
Action
Update Person NoteReturns a single note and the associated metadata.
Action
Update Person Phone NumberReturns a single phone_number and the associated metadata.
Action
Update Person PositionReturns a single position and the associated metadata.
Action
Update Person WebsiteReturns a single web site and the associated metadata.
Action
Update SchoolReturns a single school and the associated metadata.
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
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Questions
Clockwork Recruiting and YNAB, answered
What can start an automation from Clockwork Recruiting?
Any of Clockwork Recruiting's 6 triggers in the catalog, including New Candidacy, New Person Record, Updated Candidacy and Updated Person Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Clockwork Recruiting?
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 Clockwork Recruiting?
Yes. When something happens in YNAB, your agent can act in Clockwork Recruiting too. This page covers both directions: YNAB's triggers and Clockwork Recruiting's actions are listed here as well.
Do I have to build a connector for Clockwork Recruiting 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 Clockwork Recruiting 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.