Integration
Connect CoordinateHQ and YNAB
When Comment Added fires in CoordinateHQ, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Goal in CoordinateHQ. 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 CoordinateHQ 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)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 CoordinateHQ and YNAB can do together
From CoordinateHQ to YNAB
When Comment Added in CoordinateHQ
then Create Transaction in YNAB
From YNAB to CoordinateHQ
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 CoordinateHQ and YNAB
Triggers and actions 23 triggers · 20 actions
- Comment Added
Triggers when a comment is added to a project, or to one of its tasks or goals.
- Goal Created
Triggers when a new goal is added to a project in Coordinate.
- Goal Updated
Triggers when a goal's details change in Coordinate.
- Project Created
Triggers when a new project is added in Coordinate.
- Project Updated
Triggers when a project is updated in Coordinate.
- Task Created
Triggers when a new task is created in Coordinate.
- Task Group Created
Triggers when a new task group is created on a project.
- Task Group Updated
Triggers when a task group on a project is updated.
- Task Updated
Triggers when a task's details or status change in Coordinate.
- Apply Template to Project
Applies a template (playbook) of tasks to an existing project.
- Create Goal
Creates a goal on a project.
- Create Group
Creates a task group on a project.
- Create Organization
Creates an organization.
- Create Project
Creates a project, optionally applying a template and inviting a stakeholder.
- Create Stakeholder
Invites a stakeholder to a project.
- Create Task
Creates a task on a project.
- Create/Update Project Page
Creates a project page, or overwrites it if a page with that name exists.
- Get Collaborators on Project
Returns the stakeholders (collaborators) on a project.
- Get Project
Returns one project by its ID.
- Get Project by External ObjectID
Returns the projects carrying an external ID you set.
- Get Project Page Content
Returns the content of a project page.
- Get Project Pages
Returns the names of the pages on a project.
- Update Project
Updates a project's details; only the fields you fill in change.
- Update Project Set Custom Field
Sets one custom field value on a project.
- Verify Project Doesn't Exist
Checks whether any project already carries an external ID, so you can avoid creating a duplicate.
- Category Overspent
Triggers when a category is overspent and has a negative balance.
- Goal Completed
Triggers when a goal is completed.
- Low Account Balance
Triggers when a Checking or Savings account balance drops below a certain amount during a month.
- Low Category Balance
Triggers when a category balance drops below a certain amount.
- New Account
Triggers when a new account is created.
- New Category
Triggers when a new category is created.
- New or Updated Account
Triggers when a new account is created or an existing account is updated.
- New or Updated Category
Triggers when a new category is created or an existing category is updated.
- New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
- New or Updated Transaction
Triggers when a transaction is created or updated.
- New Payee
Triggers when a new payee is created.
- New Transaction
Triggers when a new transaction is created.
- Spending in Account
Triggers when a new outflow transaction is created in an account.
- Spending in Category
Triggers when a new outflow transaction is assigned to a category.
- Budget to a Category
Budgets to a category in the current month.
- Create Transaction
Creates a new transaction.
- Get Current Budget Month
Returns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
- Get Current Month Summary
Returns 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
More from CoordinateHQ
CoordinateHQ to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CoordinateHQ to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CoordinateHQ to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CoordinateHQ to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CoordinateHQ to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CoordinateHQ to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into YNAB
Vercel to YNABVercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.
Postman to YNABPostman is a platform for building and testing APIs.
Redbooth to YNABRedbooth is project management software for highly productive teams, including marketing departments...
Questions
CoordinateHQ and YNAB, answered
What can start an automation from CoordinateHQ?
Any of CoordinateHQ's 9 triggers in the catalog, including Comment Added, Goal Created, Goal Updated and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in CoordinateHQ?
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 CoordinateHQ?
Yes. When something happens in YNAB, your agent can act in CoordinateHQ too. This page covers both directions: YNAB's triggers and CoordinateHQ's actions are listed here as well.
Do I have to build a connector for CoordinateHQ 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 CoordinateHQ 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.