Integration
Connect Trengo and YNAB
When something happens in Trengo or YNAB, your agent does the next thing in the other. Describe it 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 Trengo and YNAB to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Trengo and YNAB can do together
From Trengo to YNAB
When New Internal Note in Trengo
then Create Transaction in YNAB
From YNAB to Trengo
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 Trengo and YNAB
Triggers and actions 17 triggers · 19 actions
- New Internal Note
Fires when an internal note is added to a Trengo ticket.
- New Outbound Message
Triggers when an outbound message is created.
- Ticket Label Added
Triggers when a label is added to a conversation.
- Add internal note to ticket
Adds an internal note (visible only to agents) to a Trengo ticket.
- Add ticket
Create a new support ticket.
- Add ticket label
Attaches an existing label to a Trengo ticket.
- Create a Contact
Creates a contact on a Trengo channel. If a contact with the same identifier already exists on that channel, Trengo returns the existing contact instead of creating a duplicate.
- Create webhook
Subscribes a URL to one Trengo webhook event type. Used by Trengo instant triggers to register their delivery URL on activation.
- Delete contact
Delete a contact by id.
- Delete ticket
Delete a ticket by id.
- Find a Contact
Returns the Trengo contacts that match the search term.
- Get contact
Retrieve a single Trengo contact by its id.
- Get webhook
Fetches a webhook by ID, including the event it listens for, the address it sends to and its signing secret. An error occurs if the webhook is not found.
- List contacts
List all contacts.
- List labels
Lists the ticket labels defined in the Trengo account (first page).
- List tickets
Returns all tickets the connected user is authorized to see, optionally filtered by status, contact, users, channels, labels, last message type or update time.
- Send a Message
Sends a reply message on an existing Trengo ticket, over the ticket's own channel.
- Update contact
Update an existing contact by id.
- 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
Trengo and YNAB, answered
What can start an automation from Trengo?
Any of Trengo's 3 triggers in the catalog, including New Internal Note, New Outbound Message and Ticket Label Added. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Trengo?
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 Trengo?
Yes. When something happens in YNAB, your agent can act in Trengo too. This page covers both directions: YNAB's triggers and Trengo's actions are listed here as well.
Do I have to build a connector for Trengo 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.
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.