Integration
Connect Loyalzoo and YNAB
When Customer Updated fires in Loyalzoo, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create New Customer in Loyalzoo. 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 Loyalzoo 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 Loyalzoo and YNAB can do together
From Loyalzoo to YNAB
When Customer Updated in Loyalzoo
then Create Transaction in YNAB
From YNAB to Loyalzoo
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 Loyalzoo and YNAB
Triggers and actions 22 triggers · 15 actions
- Checkin
Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details.
- Customer Updated
Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships.
- Membership Created
Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it.
- Membership Ended
Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it.
- New Charge
Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes.
- New Counter Event
Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details.
- New Customer Created
Triggers when a new customer is added to the merchant's place.
- Points Given
Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change.
- Create New Customer
Creates a new customer and associates them with your Loyalzoo place, returning the customer's id.
- Export Latest Customer Data
Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods.
- Export Latest Transaction Data
Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards.
- Get Customer Payment Method
Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default.
- Get Membership
Returns one membership held by a customer of your place, including its amount, billing dates and status.
- Get Merchant Info
Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events.
- Give Points
Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer.
- Increase Counter
Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose.
- Retrieve Customer Details
Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods.
- Search for Loyalty Customer via Email
Returns the customers of your Loyalzoo place whose email address matches the one you specify.
- Update Customer
Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record.
- 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
Loyalzoo and YNAB, answered
What can start an automation from Loyalzoo?
Any of Loyalzoo's 8 triggers in the catalog, including Customer Updated, Membership Created, New Charge and New Counter Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Loyalzoo?
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 Loyalzoo?
Yes. When something happens in YNAB, your agent can act in Loyalzoo too. This page covers both directions: YNAB's triggers and Loyalzoo's actions are listed here as well.
Do I have to build a connector for Loyalzoo 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 Loyalzoo 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.