Integration
Connect Secureframe and YNAB
When New Trust Center Request fires in Secureframe, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Update a User in Secureframe. 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 Secureframe 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 Secureframe and YNAB can do together
From Secureframe to YNAB
When New Trust Center Request in Secureframe
then Create Transaction in YNAB
From YNAB to Secureframe
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 Secureframe and YNAB
Triggers and actions 15 triggers · 34 actions
- New Trust Center Request
Triggers when a new Trust Center request is created in Secureframe.
- Archive an Integration Connection
Archives an integration connection in Secureframe and returns the archived connection.
- Archive a Vendor
Archives a vendor in Secureframe and returns the archived vendor.
- Create a Test Evidence
Uploads an evidence file to a test and returns the created evidence record.
- Get a Cloud Resource
Returns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found.
- Get a Control
Returns a single Secureframe control by its ID, including its attributes.
- Get a Device
Returns a single device tracked in Secureframe, including its ID, type and attributes.
- Get a Framework
Returns a single Secureframe compliance framework by its ID.
- Get an Integration Connection
Returns a single Secureframe integration connection by its ID, including its type and attributes.
- Get a Repository
Returns a single Secureframe repository by its ID, including its type and attributes.
- Get a Test
Returns a single Secureframe test by its ID, including its type and attributes.
- Get a Trust Center Request
Returns a single Trust Center request, identified by its ID, including its details and attributes.
- Get a User
Returns a single Secureframe user by ID, including the user's attributes.
- Get a User Account
Returns a single Secureframe user account by its ID. An error occurs if the user account is not found.
- Get a Vendor
Returns a single vendor from your Secureframe account by its ID.
- Get Evidence
Returns a single Secureframe evidence record by its ID.
- Link a User Account
Links a Secureframe user account to a personnel record and returns the updated user account.
- List Cloud Resources
Returns the cloud resources in your Secureframe company, optionally narrowed by a search query.
- List Controls
Returns the controls in your Secureframe account, optionally narrowed by a search query.
- List Devices
Returns the devices tracked in your Secureframe account, optionally narrowed by a search query.
- List Frameworks
Returns the compliance frameworks in your Secureframe account, optionally narrowed by a search query.
- List Integration Connections
Returns the integration connections in your Secureframe company, optionally narrowed by a search query.
- List Repositories
Returns the repositories in your Secureframe account, optionally narrowed by a search query.
- List Tests
Returns the tests in your Secureframe account, optionally narrowed by a search query.
- List Trust Center Requests
Returns the Trust Center requests in your Secureframe account, optionally narrowed by a search query.
- List User Accounts
Returns the user accounts in your Secureframe company, optionally narrowed by a search query.
- List Users
Returns the users in your Secureframe company, optionally narrowed by a search query.
- List Vendors
Returns the vendors in your Secureframe account, optionally narrowed by a search query.
- Update a Repository
Updates an existing Secureframe repository with the attribute values you provide and returns the updated repository.
- Update a Test
Updates an existing Secureframe test with the attribute values you provide and returns the updated test.
- Update a User
Updates a Secureframe user with the attribute values you provide and returns the updated user.
- 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
Secureframe and YNAB, answered
What can start an automation from Secureframe?
Any of Secureframe's 1 trigger in the catalog, including New Trust Center Request. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Secureframe?
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 Secureframe?
Yes. When something happens in YNAB, your agent can act in Secureframe too. This page covers both directions: YNAB's triggers and Secureframe's actions are listed here as well.
Do I have to build a connector for Secureframe 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 Secureframe 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.