Integration
Connect Paystack and YNAB
When New Chargeback fires in Paystack, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Send Simple Invoice in Paystack. 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 Paystack 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 Paystack and YNAB can do together
From Paystack to YNAB
When New Chargeback in Paystack
then Create Transaction in YNAB
From YNAB to Paystack
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 Paystack and YNAB
Triggers and actions 25 triggers · 21 actions
- Abandoned Transaction
Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction.
- Cancelled Subscription
Triggers when a subscription is cancelled.
- New Chargeback
Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account.
- New Invoice
Triggered when a new invoice (payment request) is created in Paystack.
- New Order
Triggered when a new order is created on your Paystack storefronts or products.
- New Payment Page Transaction
Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from.
- New Refund
Triggered when a new refund is created in your Paystack account.
- New Subscription
Triggers when a new subscription is created on your Paystack integration.
- New Transaction
Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more.
- New Transfer
Triggered when a new transfer is created on your Paystack business.
- Subsciption Renewal
Triggers when a subscription renews, meaning a further payment has been made after its first one.
- Add Product
Creates a new product on your Paystack integration and returns the created product.
- Cancel Subscription
Cancels an active Paystack subscription so the customer is no longer charged on renewal.
- Check Terminal Status
Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one.
- Create Refund
Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status.
- Create Subscription
Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token.
- Create Virtual Terminal
Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications.
- Find Customer
Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations.
- Find Order
Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply.
- Find Transaction
Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization.
- Find Transfer
Returns the transfer that matches the specified transfer reference, including its status, amount and recipient.
- Get Customer Totals
Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record.
- Initialize Transaction
Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference.
- Initiate a Direct Debit Request
Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate.
- Remove Phone Number From Virtual Terminal
Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications.
- Resolve Account Number
Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it.
- Send Simple Invoice
Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code.
- Share Link for Updating Subscription Card
Returns a link you can share with a customer so they can update the card on their subscription.
- 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
More from Paystack
Paystack to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Paystack to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Paystack to StripeStripe is a payment processing platform for online businesses.
Paystack to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Paystack to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Paystack to PipedrivePipedrive is a sales CRM and pipeline management tool.
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.
Gmail to YNABGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Paystack and YNAB, answered
What can start an automation from Paystack?
Any of Paystack's 11 triggers in the catalog, including New Chargeback, New Invoice, New Order and New Payment Page Transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Paystack?
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 Paystack?
Yes. When something happens in YNAB, your agent can act in Paystack too. This page covers both directions: YNAB's triggers and Paystack's actions are listed here as well.
Do I have to build a connector for Paystack 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 Paystack 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.