Integration
Connect Qobrix and YNAB
When Lead Status Changed fires in Qobrix, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Contact in Qobrix. 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 Qobrix 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 Qobrix and YNAB can do together
From Qobrix to YNAB
When Lead Status Changed in Qobrix
then Create Transaction in YNAB
When New Agent in Qobrix
then Budget to a Category in YNAB
From YNAB to Qobrix
When Goal Completed in YNAB
then Create Contact in Qobrix
When New Account in YNAB
then Create Lead Comment in Qobrix
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 Qobrix and YNAB
Triggers and actions 32 triggers · 9 actions
Trigger
Lead: Apartment Types OptionLists the apartment types configured in Qobrix, for picking a value when creating a lead.
Trigger
Lead: Construction StagesLists the construction stages configured in Qobrix, for picking a value when creating a lead.
Trigger
Lead: Countries OptionsLists the countries configured in Qobrix, for picking a value when creating a lead.
Trigger
Lead: Furnished TypesLists the furnished types configured in Qobrix, for picking a value when creating a lead.
Trigger
Lead: House Type OptionsLists the house types configured in Qobrix, for picking a value when creating a lead.
Trigger
Lead: Investment TypesLists the investment types configured in Qobrix, for picking a value when creating a lead.
Trigger
Lead: Land TypesLists the land types configured in Qobrix, for picking a value when creating a lead.
Trigger
Lead: Nationality OptionsLists the nationalities configured in Qobrix, for picking a value when creating a lead.
Trigger
Lead Status ChangedTriggers when the status of an existing Qobrix lead (opportunity) changes.
Trigger
Lead: Town Planning TypesLists the town planning zones configured in Qobrix, for picking a value when creating a lead.
Trigger
New AgentTriggers when a new agent is created in Qobrix.
Trigger
New CampaignTriggers when a new campaign is created in Qobrix.
Trigger
New ContactTriggers when a new contact is created in Qobrix.
Trigger
New GroupTriggers when a new user group is created in Qobrix.
Trigger
New OrganisationTriggers when a new organisation (a contact marked as a company) is created in Qobrix.
Trigger
New ProjectTriggers when a new development project is created in Qobrix.
Trigger
New PropertyTriggers when a new property listing is created in Qobrix.
Trigger
New UserTriggers when a new user is created in Qobrix.
Action
Create ContactCreates a contact in Qobrix.
Action
Create Lead CommentAdds a comment to a Qobrix lead (opportunity).
Action
Create or Update LeadCreates a Qobrix lead (opportunity), or updates it when a lead ID is given.
Action
Find LeadsFinds Qobrix leads (opportunities) matching a search expression.
Action
Get LeadReturns one Qobrix lead (opportunity) by its ID.
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
Qobrix and YNAB, answered
What can start an automation from Qobrix?
Any of Qobrix's 18 triggers in the catalog, including Lead Status Changed, New Agent, New Campaign and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Qobrix?
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 Qobrix?
Yes. When something happens in YNAB, your agent can act in Qobrix too. This page covers both directions: YNAB's triggers and Qobrix's actions are listed here as well.
Do I have to build a connector for Qobrix 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 Qobrix 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.