Integration
Connect Nimbata and YNAB
When New form submission fires in Nimbata, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Get lead in Nimbata. 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 Nimbata 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 Nimbata and YNAB can do together
From Nimbata to YNAB
When New form submission in Nimbata
then Create Transaction in YNAB
From YNAB to Nimbata
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 Nimbata and YNAB
Triggers and actions 15 triggers · 14 actions
- New form submission
Triggers when a new form submission is received in a Nimbata project.
- Add tag
Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions.
- Add tags to call
Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change.
- Get call
Returns an inbound call's details, including its attribution, call-flow information and custom field values.
- Get lead
Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead.
- Get tracking number
Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source.
- List calls
Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign.
- List form submissions
Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value.
- List leads
Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address.
- List SMS messages
Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number.
- List tracking numbers
Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search.
- 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
Nimbata and YNAB, answered
What can start an automation from Nimbata?
Any of Nimbata's 1 trigger in the catalog, including New form submission. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Nimbata?
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 Nimbata?
Yes. When something happens in YNAB, your agent can act in Nimbata too. This page covers both directions: YNAB's triggers and Nimbata's actions are listed here as well.
Do I have to build a connector for Nimbata 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 Nimbata 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.