Integration
Connect Nifty and YNAB
When something happens in Nifty 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 Nifty 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 Nifty and YNAB can do together
From Nifty to YNAB
When New Portfolio in Nifty
then Create Transaction in YNAB
From YNAB to Nifty
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 Nifty and YNAB
Triggers and actions 16 triggers · 19 actions
- New Portfolio
Triggers when a new portfolio is created.
- New Tag
Triggers when a new tag is created.
- Create Document
Creates a Nifty document in a project, optionally seeding its body from Markdown.
- Create Milestone
Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project.
- Create Portfolio
Creates a portfolio (a team-level grouping of projects) in Nifty.
- Create Project
Creates a new project.
- Create Status
Creates a status column (Kanban column / list stage) in a Nifty project.
- Create Subtask
Creates a new subtask.
- Create Tag
Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more.
- Create Task
Creates a new task.
- Get Document
Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included.
- Get Message
Retrieve a single Nifty message (chat message or comment) by its ID.
- Get Milestone
Retrieve a single milestone by its id, including its custom-field values.
- Get Project
Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand.
- Get Status
Retrieve a single Nifty status column by its id.
- Get Tag
Retrieves a single tag (Nifty label) by id.
- Send Message
Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member.
- 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
Nifty and YNAB, answered
What can start an automation from Nifty?
Any of Nifty's 2 triggers in the catalog, including New Portfolio and New Tag. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Nifty?
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 Nifty?
Yes. When something happens in YNAB, your agent can act in Nifty too. This page covers both directions: YNAB's triggers and Nifty's actions are listed here as well.
Do I have to build a connector for Nifty 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.