Integration
Connect Pinpoint and YNAB
When New Application fires in Pinpoint, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add comment in Pinpoint. 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 Pinpoint 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 Pinpoint and YNAB can do together
From Pinpoint to YNAB
When New Application in Pinpoint
then Create Transaction in YNAB
From YNAB to Pinpoint
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 Pinpoint and YNAB
Triggers and actions 18 triggers · 21 actions
- Application Stage Update
Triggers when an application moves to a different hiring stage in Pinpoint.
- New Application
Triggers when a new job application is submitted in Pinpoint.
- New Job
Triggers when a new job is created in Pinpoint, returning the job's details and custom field values.
- New Talent Pipeline Candidate
Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint.
- Add application
Creates a new application (candidate applying) for a job in Pinpoint.
- Add comment
Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment.
- Add job
Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links.
- Add requisition
Creates a requisition in Pinpoint from a requisition template and returns the new requisition.
- Get application
Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes.
- Get candidate
Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes.
- Get job
Returns one job by its id, including its custom field values and any related records you ask for.
- List applications
Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria.
- List candidates
Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status.
- List comments
Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date.
- List interviews
Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance.
- List job postings
Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates.
- List jobs
Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more.
- List requisitions
Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date.
- List users
Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for.
- Update application
Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter.
- Update candidate
Updates an existing candidate's personal and contact details in Pinpoint.
- 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
Pinpoint and YNAB, answered
What can start an automation from Pinpoint?
Any of Pinpoint's 4 triggers in the catalog, including New Application, New Job, New Talent Pipeline Candidate and Application Stage Update. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Pinpoint?
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 Pinpoint?
Yes. When something happens in YNAB, your agent can act in Pinpoint too. This page covers both directions: YNAB's triggers and Pinpoint's actions are listed here as well.
Do I have to build a connector for Pinpoint 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 Pinpoint 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.