Integration
Connect Ometria and YNAB
When New Order fires in Ometria, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create or Update Contact in Ometria. 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 Ometria 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Ometria and YNAB can do together
From Ometria to YNAB
When New Order in Ometria
then Create Transaction in YNAB
From YNAB to Ometria
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 Ometria and YNAB
Triggers and actions 15 triggers · 21 actions
- New Order
Triggers when a new order appears in Ometria.
- Create or Update Contact
Creates a contact in Ometria, or updates it when a contact with the same ID already exists in the collection.
- Create or Update Product
Creates a product in Ometria, or updates it when a product with the same ID already exists.
- Get Contact
Returns one contact from an Ometria contact collection.
- Get List
Returns one Ometria list (saved segment) by its ID.
- Get Order
Returns one order from Ometria by its order ID.
- Get Product
Returns one product from Ometria by its product ID.
- Get Profile
Returns one Ometria customer profile by its profile ID.
- List Contact Collections
Returns the contact collections in Ometria with the number of contacts in each.
- List Contacts
Returns the contacts in one Ometria contact collection.
- List Custom Events
Returns custom events recorded in Ometria, optionally of one event type.
- List List Members
Returns the customer profiles in one Ometria list.
- List Lists
Returns the lists (saved segments) in Ometria.
- List Orders
Returns orders from Ometria, optionally filtered by customer.
- List Products
Returns products from Ometria's product catalog.
- List Unsubscribes
Returns email and SMS unsubscribe events in a time range.
- Send Transactional Email
Sends a transactional email to one recipient through Ometria, from your own HTML/text or an Ometria template.
- Track Custom Event
Records a custom event for a customer in Ometria.
- 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
Ometria and YNAB, answered
What can start an automation from Ometria?
Any of Ometria's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Ometria?
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 Ometria?
Yes. When something happens in YNAB, your agent can act in Ometria too. This page covers both directions: YNAB's triggers and Ometria's actions are listed here as well.
Do I have to build a connector for Ometria 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 Ometria 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.