Integration
Connect Sperant and YNAB
When Client Created / Cliente Creado fires in Sperant, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Client / Crear Cliente in Sperant. 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 Sperant 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 Sperant and YNAB can do together
From Sperant to YNAB
When Client Created / Cliente Creado in Sperant
then Create Transaction in YNAB
From YNAB to Sperant
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 Sperant and YNAB
Triggers and actions 16 triggers · 21 actions
- Client Created / Cliente Creado
Triggers when a new client (lead) is added in Sperant. / Se activa cuando se crea un cliente en Sperant.
- New Attention
Triggers when a new after-sale attention is created in Sperant.
- Create Attention
Creates an after-sale attention (customer service case) for a unit's titular in Sperant.
- Create Client / Crear Cliente
Creates a client (lead) in Sperant. If a lead with the same document, email or mobile already exists, Sperant updates it instead.
- Create Client Interaction
Logs an interaction (call, visit, message...) for a Sperant client on a project.
- Create Event
Creates a calendar event (visit, meeting...) for a Sperant client on a project.
- Find Clients
Finds Sperant clients by document number, email or mobile (with country code). Returns the matching clients.
- Get Attention
Returns one Sperant after-sale attention by ID.
- Get Client
Returns one Sperant client by ID.
- Get Event
Returns one Sperant calendar event by ID.
- Get Proforma
Returns one Sperant proforma (quote) by ID.
- Get Project
Returns one Sperant real-estate project by ID.
- Get Unit
Returns one Sperant unit (apartment, lot, parking...) by ID.
- List Attentions
Returns Sperant after-sale attentions, optionally filtered by code, type, proforma, titular or status.
- List Proformas
Returns Sperant proformas (quotes), optionally filtered by code/contract number, client or creation date range.
- List Projects
Returns Sperant real-estate projects, optionally filtered by name or code.
- List Units
Returns the units (apartments, lots, parking...) of a Sperant project.
- List Users
Returns the users (sales agents and staff) of the Sperant account.
- Update Client
Updates an existing Sperant client; only the fields you fill in are changed.
- 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
Sperant and YNAB, answered
What can start an automation from Sperant?
Any of Sperant's 2 triggers in the catalog, including Client Created / Cliente Creado and New Attention. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Sperant?
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 Sperant?
Yes. When something happens in YNAB, your agent can act in Sperant too. This page covers both directions: YNAB's triggers and Sperant's actions are listed here as well.
Do I have to build a connector for Sperant 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 Sperant 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.