Integration
Connect Particle and YNAB
When New device event (instant) fires in Particle, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Publish an event in Particle. 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 Particle 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 Particle and YNAB can do together
From Particle to YNAB
When New device event (instant) in Particle
then Create Transaction in YNAB
When New device event (instant) in Particle
then Budget to a Category in YNAB
From YNAB to Particle
When Goal Completed in YNAB
then Publish an event in Particle
When New Account in YNAB
then Execute a logic function in Particle
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 Particle and YNAB
Triggers and actions 15 triggers · 9 actions
Trigger
New device event (instant)Fires when a matching device event is published, delivered via a Particle webhook integration.
Action
Execute a logic functionRun a configured Particle Logic function and return its result.
Action
Get ledger instanceRetrieve the current data for a ledger instance (shared cloud/device key-value state).
Action
List devicesList all devices in your account or product fleet.
Action
Publish an eventPublish a custom event to the device cloud so other devices or integrations can subscribe to it.
Action
Set ledger instance dataUpdate the data stored in a ledger instance.
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
More from Particle
Particle to ImprovMXAPI for free email forwarding service
Particle to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Particle to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Particle to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Particle to StripeStripe is a payment processing platform for online businesses.
Particle to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into YNAB
Vercel to YNABVercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.
Postman to YNABPostman is a platform for building and testing APIs.
HubSpot to YNABHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to YNABSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to YNABSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gmail to YNABGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Particle and YNAB, answered
What can start an automation from Particle?
Any of Particle's 1 trigger in the catalog, including New device event (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Particle?
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 Particle?
Yes. When something happens in YNAB, your agent can act in Particle too. This page covers both directions: YNAB's triggers and Particle's actions are listed here as well.
Do I have to build a connector for Particle 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 Particle 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.