Integration
Connect More Good Reviews and YNAB
When Customers: New Customer fires in More Good Reviews, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Customers: Create Customer in More Good Reviews. 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 More Good Reviews 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 More Good Reviews and YNAB can do together
From More Good Reviews to YNAB
When Customers: New Customer in More Good Reviews
then Create Transaction in YNAB
From YNAB to More Good Reviews
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 More Good Reviews and YNAB
Triggers and actions 16 triggers · 38 actions
- Customers: New Customer
Triggers when a new customer is added to your More Good Reviews project.
- Reviews: New Review
Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet.
- Asks: Create Ask
Schedules a review request to a customer by email and/or SMS, with optional reminder messages.
- Charges: Create Charge
Records a revenue charge for a customer, identified by email or phone, from an external billing system.
- Charges: Delete Charge
Permanently deletes a mistaken charge (revenue event) from the project.
- Customers: Archive Customer
Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them.
- Customers: Cancel Customer Unsent Messages
Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer.
- Customers: Create Customer
Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply.
- Customers: Delete Customer
Deletes a customer from your More Good Reviews project.
- Customers: Get Customer
Returns one customer in your project, including their contact details, location and tags.
- Customers: List Customer Charges
Returns the revenue charges recorded for one customer, newest first.
- Customers: List Customer Messages
Returns the outreach message history (email and SMS review requests) for one customer.
- Customers: List Customers
Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted.
- Customers: Resubscribe Customer
Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again.
- Customers: Unarchive Customer
Restores an archived customer so review requests and integrations treat them as active again.
- Customers: Unsubscribe Customer
Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them.
- Customers: Update Customer Notes
Replaces the internal notes stored on a More Good Reviews customer.
- Customers: Update Customer Tags
Replaces the tags assigned to a customer with the provided list of tag slugs.
- Locations: Get Location
Returns a single project location, including its name, display name, slug, store code and address.
- Locations: List Locations
Returns every active location on the More Good Reviews project, including each location's slug, store code and address.
- Locations: Update Location
Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed.
- Messages: Delete Message
Deletes a scheduled or sent outreach message from the project.
- Reviews: Delete Review
Deletes a review from the More Good Reviews project.
- Reviews: List Reviews
Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date.
- Reviews: Mark Review Replied
Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text.
- Reviews: Update Review Duplicate Flag
Marks a review as a duplicate, or clears its duplicate mark.
- Reviews: Update Review Tags
Replaces all tags on a review with the given list of tag slugs.
- Reviews: Update Review Visibility
Shows or hides a review in More Good Reviews public displays.
- Sources: Create Source
Creates a review source in your More Good Reviews project, such as a platform where reviews are collected.
- Sources: Delete Source
Deletes a review source from the project when it is no longer used.
- Sources: List Sources
Returns the review sources (such as Google or Facebook) available for the project's reviews.
- Sources: Update Source
Updates the name, slug, color, or icon of an existing review source.
- Tags: Create Tag
Creates a tag in your More Good Reviews project for organizing customers or reviews.
- Tags: Delete Tag
Deletes a tag from the project, removing it from use on customers and reviews.
- Tags: List Tags
Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags.
- Tags: Update Tag
Updates an existing tag's name, slug, color, icon, or AI tagging settings.
- 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
More Good Reviews and YNAB, answered
What can start an automation from More Good Reviews?
Any of More Good Reviews's 2 triggers in the catalog, including Customers: New Customer and Reviews: New Review. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in More Good Reviews?
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 More Good Reviews?
Yes. When something happens in YNAB, your agent can act in More Good Reviews too. This page covers both directions: YNAB's triggers and More Good Reviews's actions are listed here as well.
Do I have to build a connector for More Good Reviews 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 More Good Reviews 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.