Integration
Connect Text Request and YNAB
When New Contact fires in Text Request, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add group message in Text Request. 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 Text Request 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 Text Request and YNAB can do together
From Text Request to YNAB
When New Contact in Text Request
then Create Transaction in YNAB
When New Message in Text Request
then Budget to a Category in YNAB
From YNAB to Text Request
When Goal Completed in YNAB
then Add group message in Text Request
When New Account in YNAB
then Send Message in Text Request
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 Text Request and YNAB
Triggers and actions 16 triggers ยท 27 actions
Trigger
New ContactTriggers when a new contact is added to a dashboard.
Trigger
New MessageTriggers when a text message is sent or received on a dashboard.
Action
Add custom fieldCreates a new custom field on a Text Request dashboard, which can then be set on contacts.
Action
Add group messageSends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.
Action
Add keywordCreates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.
Action
Add paymentSends a payment request text to a contact for the given amount and returns the new payment.
Action
Add userCreates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.
Action
Create GroupCreates a contact group on a dashboard.
Action
Create TagCreates a contact tag on a dashboard.
Action
Delete ContactDeletes a contact from a dashboard by their phone number.
Action
Delete groupDeletes a group from a dashboard. Contacts in the group are kept.
Action
Delete tagDeletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.
Action
Find ContactsFinds contacts on a dashboard by name, phone number, tag or group.
Action
Get ContactReturns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.
Action
Get dashboardReturns a dashboard (texting line) with its name, phone number and time zone.
Action
List custom fieldsReturns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.
Action
List DashboardsReturns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.
Action
List GroupsReturns all contact groups on a dashboard.
Action
List keywordsReturns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.
Action
List messagesReturns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.
Action
List scheduled messagesReturns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.
Action
List tagsReturns all contact tags defined on a Text Request dashboard, with each tag's name and color.
Action
List usersReturns the users in your Text Request account, optionally filtered by email or external user ID.
Action
Send MessageSends a text message from a dashboard to a contact's phone number, now or at a scheduled time.
Action
Update groupRenames a group on a Text Request dashboard and updates its notes.
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
Text Request and YNAB, answered
What can start an automation from Text Request?
Any of Text Request's 2 triggers in the catalog, including New Contact and New Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Text Request?
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 Text Request?
Yes. When something happens in YNAB, your agent can act in Text Request too. This page covers both directions: YNAB's triggers and Text Request's actions are listed here as well.
Do I have to build a connector for Text Request 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 Text Request 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.