Integration
Connect YNAB to Agendor
When Goal Completed fires in YNAB, your agent runs Update Deal Basic Data in Agendor. 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 YNAB and Agendor 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 YNAB can start in Agendor
When Goal Completed in YNAB
then Update Deal Basic Data in Agendor
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 YNAB and Agendor
Triggers and actions 14 triggers · 22 actions
- 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.
- Add organization
Creates a new organization (company) in Agendor, with its contact details, address, classification and custom fields.
- Add product
Creates a new product in your Agendor product catalog.
- Create or Update Organization
Finds an organization by exact name or CNPJ and updates it, or creates a new organization when none matches.
- Create or Update Person
Finds a person by email or CPF and updates them, or creates a new person when no match exists. Returns the person record.
- Delete deal
Deletes a deal from Agendor by its ID and returns the deleted deal.
- Delete organization
Deletes an organization from Agendor.
- Delete person
Deletes a person from Agendor by ID.
- Find Deal
Finds deals in Agendor matching a title search and optional filters such as status, stage, owner, organization or person. Returns up to 100 matching deals with their custom fields.
- Find Person
Finds people in Agendor matching a name, email, document number, phone or other criteria, and returns the matching people with their custom fields.
- Get organization
Returns an Agendor organization by its ID, including contact details, address, owner, people and custom fields.
- Get person
Returns a person from Agendor by ID, including their contact details, organization and custom fields.
- List products
Returns all products in your Agendor account, including their custom fields.
- List tasks
Returns tasks and activities in your Agendor account, optionally filtered by date ranges, related deal/person/organization, users, type and completion status.
- List users
Returns the users of your Agendor account, optionally filtered by ID, name, email or active status.
- Update Deal Basic Data
Updates an existing deal's basic data in Agendor, such as its title, value, dates, owner, products and custom fields.
- Update Deal Stage
Moves a deal to a different stage of its sales funnel, or into another funnel.
- Update Organization
Updates an existing organization in Agendor, changing only the details you fill in.
- Update Person
Updates an existing person in Agendor. Only the fields you fill in are changed.
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
YNAB and Agendor, answered
What can start an automation from YNAB?
Any of YNAB's 14 triggers in the catalog, including Goal Completed, New Account, New Category and New or Updated Account. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Agendor when something happens in YNAB?
Any of Agendor's 18 actions, including Create or Update Organization, Create or Update Person, Update Deal Basic Data and Update Deal Stage. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Agendor to YNAB?
Agendor has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Agendor's API documentation and adds it.
Do I have to build a connector for YNAB or Agendor?
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 YNAB and Agendor 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.