Integration
Connect ProdPad and YNAB
When List Companies fires in ProdPad, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Contact in ProdPad. 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 ProdPad 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ProdPad and YNAB can do together
From ProdPad to YNAB
When List Companies in ProdPad
then Create Transaction in YNAB
When List Contacts in ProdPad
then Budget to a Category in YNAB
From YNAB to ProdPad
When Goal Completed in YNAB
then Create Contact in ProdPad
When New Account in YNAB
then Add comment in ProdPad
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 ProdPad and YNAB
Triggers and actions 25 triggers · 26 actions
Trigger
List CompaniesTriggers when a new company is added to your ProdPad account.
Trigger
List ContactsTriggers when a new contact is added to ProdPad.
Trigger
List FeedbackTriggers when new feedback is added to ProdPad, newest first.
Trigger
List Idea FeedbackTriggers when new feedback is linked to a chosen idea.
Trigger
List IdeasTriggers when a new idea is added to ProdPad.
Trigger
List InitiativesTriggers when a new initiative is added to a ProdPad roadmap.
Trigger
List ObjectivesTriggers when a new objective is added to the ProdPad account.
Trigger
List PersonasTriggers when a new persona is added to ProdPad.
Trigger
List ProductsTriggers when a new product is added to ProdPad.
Trigger
List TagsTriggers when a new tag is added to ProdPad.
Trigger
List User StoriesTriggers when a new user story is added to ProdPad.
Action
Add commentAdds a comment to a ProdPad idea, feedback or initiative, or posts a reply to an existing comment.
Action
Add initiativeCreates a new initiative on a ProdPad product roadmap.
Action
Add key resultCreates a new key result under a ProdPad objective, optionally linked to initiatives.
Action
Add objectiveCreates a new objective in ProdPad, optionally linked to a product.
Action
Add thoughtAdds a Yea, Nay or Maybe thought, with an optional comment, to an idea or a piece of feedback in ProdPad on behalf of a user.
Action
Add user storyCreates a new user story on a ProdPad idea.
Action
Create CompanyCreates a company in ProdPad's customer feedback module.
Action
Create ContactCreates a contact (a customer who gives feedback) in ProdPad.
Action
Create FeedbackAdds a piece of customer feedback to ProdPad, linked to a contact.
Action
Create IdeaCreates a new idea in ProdPad.
Action
Find CompanyFinds an existing company by name or external link, returning the first match.
Action
Find ContactFinds an existing contact by email, name or external ID, returning the first match.
Action
Find FeedbackFinds feedback by its external ID or URL, returning the first match.
Action
Find IdeaFinds an existing idea by external ID, URL or tag, returning the first match.
Action
Get feedbackReturns a single piece of feedback by its ID, including the contact who gave it and its linked ideas, products, personas, tags and attachments.
Action
Get ideaReturns a ProdPad idea by its ID, optionally with its full details such as business case, comments, tags, products and user stories.
Action
Update CompanyUpdates an existing company in ProdPad.
Action
Update ContactUpdates an existing contact in ProdPad.
Action
Update FeedbackUpdates the text or state of an existing piece of feedback.
Action
Update Idea StageMoves an idea to a different workflow stage in ProdPad.
Action
Update initiativeUpdates an existing roadmap initiative in ProdPad, such as its title, description, roadmap column, state, target date, owner, and linked ideas, feedback, user stories and objectives.
Action
Update objectiveUpdates an objective's name, state, or linked product in ProdPad.
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
ProdPad and YNAB, answered
What can start an automation from ProdPad?
Any of ProdPad's 11 triggers in the catalog, including List Companies, List Contacts, List Feedback and List Idea Feedback. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in ProdPad?
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 ProdPad?
Yes. When something happens in YNAB, your agent can act in ProdPad too. This page covers both directions: YNAB's triggers and ProdPad's actions are listed here as well.
Do I have to build a connector for ProdPad 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 ProdPad 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.