Integration
Connect Gong and YNAB
When New User fires in Gong, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add a "Content Shared" Event Into Gong's Activity Timeline in Gong. 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 Gong 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 Gong and YNAB can do together
From Gong to YNAB
When New User in Gong
then Create Transaction in YNAB
From YNAB to Gong
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 Gong and YNAB
Triggers and actions 15 triggers · 35 actions
- New User
Triggers when a new user is added to your Gong company.
- Add a "Content Shared" Event Into Gong's Activity Timeline
Adds a "Content Shared" event to Gong's activity timeline, recording that a Gong user shared a piece of content (such as a contract or proposal) with external recipients.
- Add a "Content Viewed" Event Into Gong's Activity Timeline
Records that an external participant viewed a piece of content (for example a contract or presentation) as an event on Gong's activity timeline.
- Add a "Custom Action" Event Into Gong's Activity Timeline
Adds a custom action event, such as a contract signed by a prospect, to Gong's activity timeline.
- Add Call
Creates a new call record in Gong, optionally with a link Gong downloads the recording from.
- Add Call Media
Uploads a recording file to a call previously created in Gong with Add Call.
- Add Digital Interaction
Posts a digital interaction (such as a page view or link click) by a person into Gong's activity timeline.
- Ask About Entity
Asks Gong AI a natural-language question about a CRM account, deal, contact or lead and returns the answer, generated from that entity's calls and emails. Consumes Gong credits.
- Assign Prospects to Flow
Assigns up to 100 CRM contacts or leads to a Gong Engage flow, owned by the Gong user you name.
- Create Meeting
Creates a new Gong meeting for an organizer and invitees, returning the meeting id and join link.
- Delete Meeting
Deletes a meeting that was created in Gong.
- Find Calls
Finds Gong calls by call ids, host users, workspace or date range and returns their detailed data, such as participants, topics, trackers and highlights.
- Find Flow by Name
Finds Gong Engage flows whose name contains the text you give, among the flows visible to a chosen Gong user. Returns up to 50 matches, best matches first.
- Find Users
Finds Gong users by their user ids and/or creation date range, returning each user's profile and settings.
- Generate Entity Brief
Generates an AI brief, configured in Gong's Agent Studio, for a CRM account, deal, contact or lead from its associated calls and emails. Consumes Gong credits.
- Get Call
Returns the details of a single Gong call, such as its title, host, start time, duration and direction.
- Get Call Transcripts
Returns the transcripts of Gong calls, either for specific calls or for all calls in a date range, with each speaker's sentences and timings.
- Get CRM Objects
Returns uploaded CRM objects (accounts, contacts, deals or leads) from a Gong Generic CRM integration by their CRM ids.
- Get User
Returns a Gong user's profile, including name, email, title, manager, active status and recording settings.
- List Calls
Returns the calls recorded in Gong that started within a date range, optionally limited to one workspace.
- List Calls in Library Folder
Returns the calls saved in a Gong library folder, with each call's title, note, snippet and link.
- List Flows
Returns the Gong Engage flows available to a user: company flows plus their personal and shared flows.
- List Library Folders
Returns the public Gong call library folders, optionally limited to one workspace.
- List Prospect Flows
Returns the Gong Engage flows assigned to the given prospects (by CRM prospect ID) or to the given flow instances.
- List Tasks
Returns the Engage tasks assigned to a Gong user, filtered by task type, action and status.
- List Users
Returns all of the company's users in Gong, with their contact details, manager and settings.
- List Workspaces
Returns all of the company's Gong workspaces, with each workspace's id, name and description.
- Unassign Flows by CRM Prospect ID
Removes a prospect (contact or lead) from the Gong Engage flows they are assigned to — all of them, or just one flow if you choose it. Returns the flow instances the prospect was removed from.
- Unassign Flows by Flow Instance ID
Removes prospects from Gong Engage flows by flow instance id and returns the instances that were successfully unassigned.
- Update Meeting
Updates an existing Gong meeting's time, title, invitees and conferencing provider.
- Update Task
Updates the status, due date or priority of an existing Gong Engage task.
- Upload CRM Objects
Uploads a batch of CRM accounts, contacts, deals, leads, business users or stages into Gong for a registered CRM integration. Processing happens asynchronously after upload.
- 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
Gong and YNAB, answered
What can start an automation from Gong?
Any of Gong's 1 trigger in the catalog, including New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Gong?
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 Gong?
Yes. When something happens in YNAB, your agent can act in Gong too. This page covers both directions: YNAB's triggers and Gong's actions are listed here as well.
Do I have to build a connector for Gong 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 Gong 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.