Integration
Connect Scoro and YNAB
When New Bill fires in Scoro, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create or Update Invoice in Scoro. 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 Scoro 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 Scoro and YNAB can do together
From Scoro to YNAB
When New Bill in Scoro
then Create Transaction in YNAB
From YNAB to Scoro
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 Scoro and YNAB
Triggers and actions 36 triggers · 24 actions
- New Bill
Triggers when a new bill is created in Scoro.
- New Calendar Event
Triggers when a new calendar event is created in Scoro.
- New Company
Triggers when a new company is created in Scoro.
- New Invoice
Triggers when a new invoice is created in Scoro.
- New Order
Triggers when a new order is created in Scoro.
- New or Updated Bill
Triggers when a bill is created or changed in Scoro.
- New or Updated Calendar Event
Triggers when a calendar event is created or changed in Scoro.
- New or Updated Company
Triggers when a company is created or changed in Scoro.
- New or Updated Custom Entry
Triggers when an entry in a Scoro custom module is created or changed.
- New or Updated Expense
Triggers when a expense is created or changed in Scoro.
- New or Updated Invoice
Triggers when a invoice is created or changed in Scoro.
- New or Updated Order
Triggers when a order is created or changed in Scoro.
- New or Updated Person
Triggers when a person is created or changed in Scoro.
- New or Updated Project
Triggers when a project is created or changed in Scoro.
- New or Updated Purchase Order
Triggers when a purchase order is created or changed in Scoro.
- New or Updated Quote
Triggers when a quote is created or changed in Scoro.
- New or Updated Task
Triggers when a task is created or changed in Scoro.
- New Person
Triggers when a new person is created in Scoro.
- New Project
Triggers when a new project is created in Scoro.
- New Purchase Order
Triggers when a new purchase order is created in Scoro.
- New Quote
Triggers when a new quote is created in Scoro.
- New Task
Triggers when a new task is created in Scoro.
- Create Expense
Creates an expense in Scoro.
- Create or Update Company
Creates a company in Scoro, or updates it when an ID is given.
- Create or Update Custom Entry
Creates an entry in a Scoro custom module, or updates it when an ID is given.
- Create or Update Invoice
Creates a invoice in Scoro, or updates it when an ID is given.
- Create or Update Person
Creates a person in Scoro, or updates the person with the given ID.
- Create or Update Quote
Creates a quote in Scoro, or updates it when an ID is given.
- Create Time Entry on Task
Logs a time entry on an existing Scoro task.
- Find Company
Finds a company by name, ID, registration number or VAT number.
- Find Custom Entry by Custom Field
Finds an entry in a Scoro custom module by a custom field value.
- Find Invoice
Finds an invoice by invoice number.
- Find Order
Finds an order by order number.
- Find Person
Finds a person in Scoro by full name, email address or contact ID.
- Find Project
Finds a project by name or project number.
- Find Purchase Order
Finds a purchase order by its number.
- Find Quote
Finds a quote by quote number.
- Find Task by Custom Field
Finds a task by a custom field value.
- Find Task by Name
Finds a task by its name.
- Find User
Finds a Scoro user by email address.
- Mark Task as Done
Marks a Scoro task as done.
- Update Task Under a Project
Updates a task that belongs to a project.
- 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
Scoro and YNAB, answered
What can start an automation from Scoro?
Any of Scoro's 22 triggers in the catalog, including New Bill, New Calendar Event, New Company and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Scoro?
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 Scoro?
Yes. When something happens in YNAB, your agent can act in Scoro too. This page covers both directions: YNAB's triggers and Scoro's actions are listed here as well.
Do I have to build a connector for Scoro 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 Scoro 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.