Integration
Connect Orderspace and YNAB
When New Customer fires in Orderspace, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add invoice in Orderspace. 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 Orderspace 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 Orderspace and YNAB can do together
From Orderspace to YNAB
When New Customer in Orderspace
then Create Transaction in YNAB
When New Dispatch in Orderspace
then Budget to a Category in YNAB
From YNAB to Orderspace
When Goal Completed in YNAB
then Add invoice in Orderspace
When New Account in YNAB
then Create Customer in Orderspace
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 Orderspace and YNAB
Triggers and actions 24 triggers · 23 actions
Trigger
New CustomerTriggers when a new customer is created in Orderspace.
Trigger
New DispatchTriggers when items on an Orderspace order are dispatched.
Trigger
New InvoiceTriggers when an invoice is created in Orderspace.
Trigger
New OrderTriggers when a new order is placed in Orderspace.
Trigger
New PaymentTriggers when a payment is made or recorded on an Orderspace invoice.
Trigger
New ProductTriggers when a new product is created in Orderspace.
Trigger
Updated CustomerTriggers when a customer is updated in Orderspace, returning the customer record with the updates applied.
Trigger
Updated Inventory LevelTriggers when the stock on hand or available quantity of a product variant changes in Orderspace.
Trigger
Updated OrderTriggered when an order is changed. Watches the 200 most recently created orders.
Trigger
Updated ProductTriggers when a product is updated in Orderspace, returning the product with the updates applied.
Action
Add invoiceCreates an invoice in Orderspace for one or more of a customer's orders.
Action
Add productCreates a new product with its variants, prices and categories in Orderspace.
Action
Create CustomerCreates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address.
Action
Create DispatchCreates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched.
Action
Create OrderCreates an order for an existing customer, with product, custom and shipping lines.
Action
Delete customerDeletes a customer from your Orderspace site.
Action
Delete orderDeletes an order in Orderspace.
Action
Delete productDeletes a product (and its variants) from your Orderspace catalog.
Action
Get customerReturns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group.
Action
Get dispatchReturns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines.
Action
Get invoiceReturns a single invoice by its ID, including its lines, orders, billing address and payments.
Action
Get orderReturns a single Orderspace order by its ID, including customer details, addresses, order lines and totals.
Action
Get productReturns a single product by its ID, including its variants, prices, categories and images.
Action
List customersReturns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list.
Action
List inventory levelsReturns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date.
Action
List ordersReturns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order.
Action
Update customerUpdates an existing Orderspace customer. Fields left blank keep their current values.
Action
Update Inventory LevelSets the on-hand or available stock quantity for a product variant, identified by its SKU.
Action
Update productUpdates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged.
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns 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
Orderspace and YNAB, answered
What can start an automation from Orderspace?
Any of Orderspace's 10 triggers in the catalog, including New Customer, New Dispatch, New Invoice and 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 Orderspace?
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 Orderspace?
Yes. When something happens in YNAB, your agent can act in Orderspace too. This page covers both directions: YNAB's triggers and Orderspace's actions are listed here as well.
Do I have to build a connector for Orderspace 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.