Integration
Connect DoorLoop and YNAB
When New Expense fires in DoorLoop, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Find User in DoorLoop. 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 DoorLoop 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 DoorLoop and YNAB can do together
From DoorLoop to YNAB
When New Expense in DoorLoop
then Create Transaction in YNAB
From YNAB to DoorLoop
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 DoorLoop and YNAB
Triggers and actions 27 triggers · 10 actions
- In Eviction
Triggers when a lease enters the eviction collections stage in DoorLoop.
- Lease Starting
Triggers when a lease's start date arrives (start dates within the last 7 days up to today).
- New Expense
Triggers when a new expense is recorded in DoorLoop.
- New Lease Charge
Triggers when a new charge is posted to a lease.
- New Owner
Triggers when a new owner is created in DoorLoop.
- New Property
Triggers when a new property is added in DoorLoop.
- New Prospect
Triggers when a new prospect is added in DoorLoop.
- New Returned Payment
Triggers when a lease payment is returned (reversed) in DoorLoop.
- New Task / Work Order
Triggers when a new task, work order, tenant request or owner request is created in DoorLoop.
- New Tenant or Prospect
Triggers when a new tenant or prospect is added in DoorLoop.
- New Vendor
Triggers when a new vendor is added in DoorLoop.
- New Vendor Bill
Triggers when a new vendor bill is created in DoorLoop.
- Tenant Moving Out
Triggers when a lease tenant is scheduled to move out within the next 7 days.
- Find Account
Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account.
- Find Lease
Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases.
- Find Lease Tenants
Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease.
- Find Tenant or Prospect
Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type.
- Find Unit
Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status.
- Find User
Finds DoorLoop users whose login email matches the email you supply.
- 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
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Questions
DoorLoop and YNAB, answered
What can start an automation from DoorLoop?
Any of DoorLoop's 13 triggers in the catalog, including New Expense, New Lease Charge, New Owner and New Property. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in DoorLoop?
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 DoorLoop?
Yes. When something happens in YNAB, your agent can act in DoorLoop too. This page covers both directions: YNAB's triggers and DoorLoop's actions are listed here as well.
Do I have to build a connector for DoorLoop 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 DoorLoop 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.