Integration
Connect Streak and YNAB
When New Box fires in Streak, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Task in Streak. 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 Streak 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 Streak and YNAB can do together
From Streak to YNAB
When New Box in Streak
then Create Transaction in YNAB
From YNAB to Streak
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 Streak and YNAB
Triggers and actions 26 triggers · 25 actions
- New Box
Triggered when a new box is added to the specified pipeline.
- New email thread
Triggered when a new email thread is added to the specified box.
- New event
Triggered when a new event occurs within any pipeline.
- New event in box
Triggered when a new event occurs within the specified box.
- New event in pipeline
Triggered when a new event occurs within the specified pipeline.
- New file
Triggered when a new file is added to the specified box.
- New Pipeline
Triggered when a new pipeline is added.
- New snippet
Triggered when a new snippet is added.
- New Stage
Triggered when a new stage is added to the specified pipeline.
- New Task in Box
Triggered when a new task is added to the specified box.
- New task in pipeline
Fires for each new task created in the selected Streak pipeline. Polls every box in the pipeline and emits each task once, identified by its task key.
- Task complete
Fires for each task marked complete in the selected Streak pipeline. Polls every box in the pipeline, keeps the tasks whose status is DONE, and emits each one once, identified by its task key.
- Create Box
Adds a new box to the specified pipeline.
- Create Comment
Adds a new comment to the specified box.
- Create Pipeline
Creates a new pipeline.
- Create Stage
Adds a new stage to the specified pipeline.
- Create Task
Adds a new task to the specified box.
- Delete Box
Deletes a box by its key.
- Delete Stage
Deletes a stage from the specified pipeline.
- Delete Task
Deletes a task by its key.
- Get Box
Gets a single box by its key.
- Get Current User
Returns the user associated with the API key.
- Get Pipeline
Gets a single pipeline by its key.
- List Boxes in Pipeline
Lists all boxes in the specified pipeline.
- List Fields
Lists all fields in the specified pipeline.
- List Pipelines
Lists all pipelines the user has access to.
- List Stages
Lists all stages in the specified pipeline.
- List Tasks in Box
Lists all tasks in the specified box.
- Move Box to Stage
Moves a box to a stage in the specified pipeline.
- Search
Searches boxes, contacts, and organizations across Streak.
- Update Box
Updates a box's name, notes, or stage.
- Update Box Field Value
Sets the value of a custom field on a box.
- Update Task
Updates a task's text, due date, or completion status.
- 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
Streak and YNAB, answered
What can start an automation from Streak?
Any of Streak's 12 triggers in the catalog, including New Box, New email thread, New event and New event in box. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Streak?
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 Streak?
Yes. When something happens in YNAB, your agent can act in Streak too. This page covers both directions: YNAB's triggers and Streak's actions are listed here as well.
Do I have to build a connector for Streak 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 Streak 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.