Integration
Connect Follow Up Boss and YNAB
When Deal Stage Updated fires in Follow Up Boss, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add Tags to a Contact in Follow Up Boss. 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 Follow Up Boss and YNAB to do together?
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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 Follow Up Boss and YNAB can do together
From Follow Up Boss to YNAB
When Deal Stage Updated in Follow Up Boss
then Create Transaction in YNAB
From YNAB to Follow Up Boss
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 Follow Up Boss and YNAB
Triggers and actions 22 triggers · 33 actions
- Deal Stage Updated
Triggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage.
- New Appointment
Triggers when a new appointment is created in Follow Up Boss.
- New Contact
Triggers when a new contact is added in Follow Up Boss.
- New Deal
Triggers when a new deal is created in Follow Up Boss.
- New task
Triggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range.
- Person Stage Updated
Triggers when a contact (person) in Follow Up Boss moves to a different stage.
- Tag Added to Contact
Triggers when one or more tags are added to a contact in Follow Up Boss.
- Updated Contact
Triggers when a contact is added or updated in Follow Up Boss.
- Add appointment
Creates an appointment in Follow Up Boss, optionally inviting users and contacts.
- Add Collaborators
Sets the collaborating users on a Follow Up Boss contact.
- Add Tags to a Contact
Adds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has.
- Apply an Action Plan to a Contact
Applies an existing action plan to a Follow Up Boss contact.
- Change Stage of a Contact
Moves a contact (person) in Follow Up Boss to a different stage.
- Create Contact Without Triggering Action Plans
Creates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans.
- Create Deal
Creates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents.
- Create Note
Adds a note to a contact (person) in Follow Up Boss.
- Create Task
Creates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder.
- Delete contact
Deletes a contact (person) from Follow Up Boss by its id.
- Find a Contact
Searches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people.
- Get Action Plan Assignment
Returns one action plan assignment — which action plan is applied to which contact, and its status.
- Get Appointment
Returns a single Follow Up Boss appointment by its ID.
- Get Call
Returns a single call logged in Follow Up Boss, looked up by its ID.
- Get contact
Returns a Follow Up Boss contact (person) by ID, including custom fields.
- Get deal
Returns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields.
- Get Note
Returns a single note by its id, including its subject, body and the contact it belongs to.
- List Action Plan Assignments
Returns the action plans applied to a contact, or the contacts on an action plan.
- List tasks
Returns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date.
- List users
Returns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email.
- Log Call
Logs a phone call on a Follow Up Boss contact, with its outcome, note and duration.
- Pause an Action Plan for a Contact
Pauses an action plan that is running for a contact, so its remaining steps stop until it is resumed.
- Reassign Agent
Reassigns a Follow Up Boss contact to a different agent, by user id or agent name.
- Send Inquiry or Website Event
Sends a lead inquiry or website activity event (registration, property inquiry, viewed page, etc.) to Follow Up Boss, creating or updating the matching contact.
- Update appointment
Updates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome.
- Update Contact
Updates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields.
- Update deal
Updates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values.
- Update note
Edits an existing note's subject, content, or associated contact in Follow Up Boss.
- Update task
Updates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status.
- 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
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Questions
Follow Up Boss and YNAB, answered
What can start an automation from Follow Up Boss?
Any of Follow Up Boss's 8 triggers in the catalog, including Deal Stage Updated, New Appointment, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Follow Up Boss?
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 Follow Up Boss?
Yes. When something happens in YNAB, your agent can act in Follow Up Boss too. This page covers both directions: YNAB's triggers and Follow Up Boss's actions are listed here as well.
Do I have to build a connector for Follow Up Boss 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 Follow Up Boss 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.