Integration
Connect WorkRamp and YNAB
When Assignment Completed: Challenge fires in WorkRamp, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Get contact in WorkRamp. 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 WorkRamp 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 WorkRamp and YNAB can do together
From WorkRamp to YNAB
When Assignment Completed: Challenge in WorkRamp
then Create Transaction in YNAB
From YNAB to WorkRamp
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 WorkRamp and YNAB
Triggers and actions 23 triggers · 15 actions
- Assignment Completed: Challenge
Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status.
- Assignment Completed: Path
Triggers when a user completes an assignment for the selected path.
- Assignment Completed: Scorm
Triggers when a user completes an assignment for the chosen SCORM course.
- Assignment Created: Challenge
Triggers when a user is newly assigned to the selected challenge.
- Assignment Created: Path
Triggers when a user is assigned to the selected WorkRamp path.
- Assignment Created: Scorm
Triggers when a user is assigned the selected SCORM course.
- Training Complete
Triggers when a contact completes a training in your Customer Learning Cloud academy.
- User Created
Triggers when a new user is created in your WorkRamp enterprise.
- User Deleted
Triggers when a user in your WorkRamp enterprise is deleted.
- Add group
Creates a new group in WorkRamp, optionally with initial member users.
- Delete contact
Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy.
- Delete user
Deletes an existing user from your WorkRamp enterprise.
- Find User
Returns the WorkRamp users that match an email address, a name or a custom attribute value.
- Get contact
Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email.
- List certifications
Returns all certifications (badges) set up in your WorkRamp account.
- List events
Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts.
- List groups
Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times.
- List guides
Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags.
- List paths
Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags.
- List users
Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute.
- 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
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Questions
WorkRamp and YNAB, answered
What can start an automation from WorkRamp?
Any of WorkRamp's 9 triggers in the catalog, including Assignment Completed: Challenge, Assignment Completed: Path, Assignment Completed: Scorm and Assignment Created: Challenge. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in WorkRamp?
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 WorkRamp?
Yes. When something happens in YNAB, your agent can act in WorkRamp too. This page covers both directions: YNAB's triggers and WorkRamp's actions are listed here as well.
Do I have to build a connector for WorkRamp 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 WorkRamp 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.