Integration
Connect FreeScout and YNAB
When Conversation Created fires in FreeScout, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Customer in FreeScout. 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 FreeScout 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 FreeScout and YNAB can do together
From FreeScout to YNAB
When Conversation Created in FreeScout
then Create Transaction in YNAB
From YNAB to FreeScout
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 FreeScout and YNAB
Triggers and actions 17 triggers · 29 actions
- Conversation Created
Triggers when a new conversation is created in FreeScout.
- New Customer
Triggers when a new customer is created in FreeScout.
- New or Updated Conversation
Triggers when a FreeScout conversation is created or updated.
- Create Customer
Creates a FreeScout customer. If a customer with the email already exists, none is created.
- Create Thread
Adds a customer reply, agent reply or internal note to a FreeScout conversation.
- Create Timelog
Logs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).
- Create User
Creates a regular FreeScout user (no invitation email; no mailbox access by default).
- Delete Conversation
Deletes a FreeScout conversation permanently.
- Delete User
Deletes a FreeScout user.
- Get Conversation
Returns one FreeScout conversation by ID, with its threads and tags.
- Get Current User
Returns the FreeScout user who owns the API key (works only with a per-user API key).
- Get Customer
Returns one FreeScout customer by ID, with their name, company, emails and phones.
- Get Report
Returns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.
- Get User
Returns one FreeScout user by ID.
- List Conversations
Returns FreeScout conversations matching the filters you give, newest first.
- List Conversation Timelogs
Returns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).
- List Customers
Returns FreeScout customers matching the filters you give, such as email or name.
- List Mailbox Custom Fields
Returns the custom fields defined for a FreeScout mailbox.
- List Mailboxes
Returns the FreeScout mailboxes, optionally only those a given user can access.
- List Mailbox Folders
Returns the folders of a FreeScout mailbox with their conversation counts.
- List Tags
Returns FreeScout tags, optionally only the tags on one conversation.
- List Timelogs
Returns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.
- List Users
Returns FreeScout users, optionally looked up by email.
- Update Conversation
Changes a FreeScout conversation's status, assignee, mailbox, customer or subject.
- Update Conversation Custom Fields
Sets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.
- Update Conversation Tags
Replaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.
- Update Customer
Updates a FreeScout customer's name, contact details, company or notes.
- Update Customer Fields
Sets one customer field value on a FreeScout customer (Customer Fields module).
- 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
FreeScout and YNAB, answered
What can start an automation from FreeScout?
Any of FreeScout's 3 triggers in the catalog, including Conversation Created, New Customer and New or Updated Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in FreeScout?
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 FreeScout?
Yes. When something happens in YNAB, your agent can act in FreeScout too. This page covers both directions: YNAB's triggers and FreeScout's actions are listed here as well.
Do I have to build a connector for FreeScout 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 FreeScout 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.