Integration
Connect Easify and YNAB
When New Contact fires in Easify, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Contact in Easify. 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 Easify 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 Easify and YNAB can do together
From Easify to YNAB
When New Contact in Easify
then Create Transaction in YNAB
From YNAB to Easify
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 Easify and YNAB
Triggers and actions 16 triggers · 20 actions
- New Contact
Triggers when a new contact is added in Easify.
- New SMS
Triggers when a new SMS is sent or received on your Easify account.
- Create Contact
Creates a contact in one of your Easify contact groups.
- Create Contact Group
Creates an Easify contact group.
- Delete Contact
Deletes an Easify contact.
- Delete Contact Group
Deletes an Easify contact group.
- DNC Scrub Phone Number
Checks a US phone number against the Do Not Call registry.
- Get Email Status
Returns the delivery status of an email sent with Send Email.
- Get SMS Status
Returns the delivery status of an SMS sent with Send SMS.
- List Contact Groups
Returns your Easify contact groups, one page at a time.
- List Contacts
Returns your Easify contacts, optionally only those in one contact group.
- List Email Senders
Returns the email sender addresses on your Easify account.
- List Phone Numbers
Returns the phone numbers on your Easify account that you can send from.
- List SMS Templates
Returns your saved Easify SMS templates.
- Send Email
Sends an email to one recipient from one of your Easify senders.
- Send SMS
Sends an SMS or MMS from one of your Easify numbers.
- Update Contact
Updates an existing Easify contact.
- Update Contact Group
Renames an Easify contact group.
- 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
Easify and YNAB, answered
What can start an automation from Easify?
Any of Easify's 2 triggers in the catalog, including New Contact and New SMS. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Easify?
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 Easify?
Yes. When something happens in YNAB, your agent can act in Easify too. This page covers both directions: YNAB's triggers and Easify's actions are listed here as well.
Do I have to build a connector for Easify 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 Easify 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.