Integration
Connect Omnisend and YNAB
When New Contact fires in Omnisend, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add email template in Omnisend. 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 Omnisend 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 Omnisend and YNAB can do together
From Omnisend to YNAB
When New Contact in Omnisend
then Create Transaction in YNAB
From YNAB to Omnisend
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 Omnisend and YNAB
Triggers and actions 16 triggers · 40 actions
- New Contact
Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.
- Updated Contacts
Triggers when a contact is created or updated in Omnisend, newest changes first.
- Add email template
Creates a new email template in Omnisend with a name, general style settings and content sections.
- Add product
Creates a product in your Omnisend catalog, with optional variants, images, categories and tags.
- Add product category
Creates a new product category in your Omnisend store.
- Add segment
Creates a new contact segment in Omnisend from a name and a set of condition rules.
- Add tags to contacts
Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.
- Cancel Campaign
Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.
- Copy Campaign
Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.
- Create Campaign
Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.
- Create Subscriber
Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.
- Delete Campaign
Deletes a campaign from your Omnisend account.
- Delete Email Template
Deletes an email template from your Omnisend account by its ID.
- Delete Image
Deletes an image from the Omnisend image library by its ID.
- Delete product
Deletes a product from the Omnisend product catalog by its ID.
- Delete Segment
Permanently deletes a segment in Omnisend.
- Find Campaign
Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.
- Find Campaigns
Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.
- Find Email Template
Returns a single email template, including its name, layout sections and general settings, looked up by its ID.
- Find Email Templates
Returns email templates whose names contain the given text.
- Find Image
Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.
- Find Images
Returns images in your Omnisend library whose names contain the search text.
- Find Segment
Returns an Omnisend segment by its ID, including its name, status and condition rules.
- Find Segments
Finds segments whose name contains the given text.
- Get contact
Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.
- Get product
Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.
- Get Segment Statistics
Returns statistics for a segment, including how many contacts it currently contains.
- Import Email Template
Creates a new Omnisend email template by importing raw HTML. Returns the created template.
- List contacts
Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.
- Remove tags from contacts
Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.
- Render Email Template
Renders an email template and returns its full HTML body for preview.
- Send Customer Event
Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.
- Update Campaign
Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.
- Update contact
Updates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact.
- Update email template
Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.
- Update product
Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.
- Update segment
Updates an existing segment's name and rules. The segment can't be updated while it is being built.
- Upload Image
Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.
- 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
Omnisend and YNAB, answered
What can start an automation from Omnisend?
Any of Omnisend's 2 triggers in the catalog, including New Contact and Updated Contacts. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Omnisend?
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 Omnisend?
Yes. When something happens in YNAB, your agent can act in Omnisend too. This page covers both directions: YNAB's triggers and Omnisend's actions are listed here as well.
Do I have to build a connector for Omnisend 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 Omnisend 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.