Integration
Connect Groove and YNAB
When Customer Added fires in Groove, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add label to ticket in Groove. 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 Groove 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 Groove and YNAB can do together
From Groove to YNAB
When Customer Added in Groove
then Create Transaction in YNAB
From YNAB to Groove
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 Groove and YNAB
Triggers and actions 23 triggers · 19 actions
- Agent Replied
Triggers when an agent replies to a ticket.
- Customer Added
Triggers when a customer is created.
- Customer Replied
Triggers when a customer replies to a ticket.
- Note Added
Triggers when a note is added to a ticket.
- Ticket Assigned
Triggers when a ticket is assigned.
- Ticket Closed
Triggers when a ticket is closed.
- Ticket Opened
Triggers when a ticket is opened.
- Ticket Started
Triggers when a new ticket is created.
- Ticket Tagged
Triggers when a ticket is tagged.
- Add label to ticket
Adds one or more labels to a Groove ticket, keeping its existing labels, and returns the updated ticket.
- Add message
Adds a new message (reply or private note) to an existing Groove ticket.
- Add Note
Adds a private note to a Groove ticket, visible only to agents.
- Change Assigned Agent
Assigns a Groove ticket to a different agent, identified by the agent's email address.
- Change Ticket Mailbox
Moves a ticket into a different mailbox.
- Change Ticket State
Changes the state of a Groove ticket (unread, opened, pending, closed or spam).
- Close Ticket
Closes a Groove ticket by setting its state to closed.
- Create New Ticket
Creates a new ticket in Groove from a customer or agent, with its first message.
- Get customer
Returns one Groove customer, looked up by email address, including their contact details and custom attributes.
- Get ticket
Returns a single Groove ticket by its ticket number.
- List agents
Returns the agents on your Groove account, optionally limited to one group.
- List mailboxes
Returns all mailboxes in the Groove account, with each mailbox's name and email address.
- List messages
Returns the messages and notes on a Groove ticket.
- Reopen Ticket
Reopens a Groove ticket by setting its state to opened.
- Update customer
Updates a customer's profile details, such as name, company, title and contact info, identified by their email address.
- 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
Groove and YNAB, answered
What can start an automation from Groove?
Any of Groove's 9 triggers in the catalog, including Customer Added, Note Added, Agent Replied and Customer Replied. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Groove?
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 Groove?
Yes. When something happens in YNAB, your agent can act in Groove too. This page covers both directions: YNAB's triggers and Groove's actions are listed here as well.
Do I have to build a connector for Groove 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 Groove 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.