Integration
Connect MailUp and YNAB
When something happens in MailUp or YNAB, your agent does the next thing in the other. Describe it 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 MailUp and YNAB to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 MailUp and YNAB can do together
From MailUp to YNAB
When New Email Message in List in MailUp
then Create Transaction in YNAB
From YNAB to MailUp
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 MailUp and YNAB
Triggers and actions 18 triggers · 29 actions
- New Email Message in List
A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific.
- New Group
New group added to the specified list. MailUp is a multi-list environment and groups are list-specific.
- New Recipient Subscribed
There is a new subscriber in the specified list. MailUp is a multi-list environment.
- New Recipient Unsubscribed
A recipient unsubscribed from the specified list. MailUp is a multi-list environment.
- Add list
Create a new list. POST Console/List
- Add Recipient to Group
Add recipient to the specified group on the list.
- Add Recipient to List
Adds a new recipient to the specified list as a subscriber.
- Create New Email Message
Create a new email message on the specified list.
- Create New Group
Add a new group to the specified list. MailUp is a multi-list environment.
- Delete email message
Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message}
- Delete group
Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group}
- Delete list
Delete a list. DELETE Console/List/{id_List}
- Get email message
Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message}
- Get list
Retrieve list details by id. GET Console/List/{id_List}
- List email messages
Retrieve email messages of a list. GET Console/List/{id_List}/Emails
- List Email Message Sendings
lists the sendings (send tasks, with recipients count and status) created for an email message.
- List Group Recipients
Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields.
- List groups
Retrieve groups of a list. GET Console/List/{id_List}/Groups
- List lists
Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc
- List subscribed recipients
Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed
- Remove recipient from group
Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient}
- Remove Recipient From List
This method unsubscribe the given recipient from the specified list.
- Send Message to Email Address
Sends the specified message (previously created in MailUp in the specified List) to the email address specified.
- Send Message to Group
Send a message to a predefined group in the specified list.
- Send message to list
Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send
- Unsubscribe recipient from list
Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient}
- Update email message
Modify an email message. PUT Console/List/{id_List}/Email/{id_Message}
- Update group
Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group}
- Update list
Modify details of a list. PUT Console/List/{id_List}
- 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
MailUp and YNAB, answered
What can start an automation from MailUp?
Any of MailUp's 4 triggers in the catalog, including New Email Message in List, New Group, New Recipient Subscribed and New Recipient Unsubscribed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in MailUp?
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 MailUp?
Yes. When something happens in YNAB, your agent can act in MailUp too. This page covers both directions: YNAB's triggers and MailUp's actions are listed here as well.
Do I have to build a connector for MailUp 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.
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.