Integration
Connect FreshLearn and YNAB
When New Assessment Result fires in FreshLearn, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Get Course Completed Members in FreshLearn. 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 FreshLearn 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 FreshLearn and YNAB can do together
From FreshLearn to YNAB
When New Assessment Result in FreshLearn
then Create Transaction in YNAB
When New Course Completion in FreshLearn
then Budget to a Category in YNAB
From YNAB to FreshLearn
When Goal Completed in YNAB
then Get Course Completed Members in FreshLearn
When New Account in YNAB
then Create Course Enrollment in FreshLearn
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 FreshLearn and YNAB
Triggers and actions 22 triggers · 20 actions
Trigger
New Assessment ResultTriggers when a member submits an assessment, with their score and answers.
Trigger
New Course CompletionTriggers when a member completes a course.
Trigger
New Course EnrollmentTriggers when a member is enrolled in a course.
Trigger
New Masterclass EnrollmentTriggers when a member is enrolled in a masterclass.
Trigger
New Member DataTriggers when a new member joins your FreshLearn school.
Trigger
New Member Digital Download EnrollmentsTriggers when a member is enrolled in a digital download.
Trigger
New Member Product Bundle EnrollmentsTriggers when a member is enrolled in a product bundle.
Trigger
New PaymentTriggers when a new payment is recorded in your school.
Action
Complete ChaptersMarks chapters of a course completed for the listed members, or for every enrolled member when none are listed.
Action
Create Course EnrollmentEnrolls an existing member in a course.
Action
Create MemberCreates a new member in your FreshLearn school.
Action
Delete MemberDeletes a member, matched by email, and removes their tags.
Action
Enroll Member in Course ProductEnrolls a member in a course, creating the member first if they don't exist.
Action
Enroll Member in Digital Download ProductEnrolls a member in a digital download, creating the member first if they don't exist.
Action
Enroll Member in Master Class ProductEnrolls a member in a masterclass, creating the member first if they don't exist.
Action
Enroll Member in Product Bundle ProductEnrolls a member in a product bundle, creating the member first if they don't exist.
Action
Find MembersReturns members matching an exact email or a name/email search, newest first.
Action
Get Course Completed MembersReturns members who have completed a course, most recent first.
Action
Get Course StructureReturns a course's enabled modules and published chapters.
Action
Get MemberReturns one member by their ID.
Action
Get PaymentReturns one payment by its ID.
Action
Unenroll Member From Course ProductRemoves a member's enrollment from a course; nothing changes if they aren't enrolled.
Action
Unenroll Member From Product BundleRemoves a member's enrollment from a product bundle; nothing changes if they aren't enrolled.
Action
Update MemberUpdates a member's name, phone or city, matched by their email (the email itself can't change).
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns 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
FreshLearn and YNAB, answered
What can start an automation from FreshLearn?
Any of FreshLearn's 8 triggers in the catalog, including New Assessment Result, New Course Completion, New Course Enrollment and New Masterclass Enrollment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in FreshLearn?
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 FreshLearn?
Yes. When something happens in YNAB, your agent can act in FreshLearn too. This page covers both directions: YNAB's triggers and FreshLearn's actions are listed here as well.
Do I have to build a connector for FreshLearn 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 FreshLearn 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.