Integration
Connect YNAB to Ashby
When Goal Completed fires in YNAB, your agent runs Create Candidate Note in Ashby. 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 Ashby 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 Ashby
When Goal Completed in YNAB
then Create Candidate Note in Ashby
When New Account in YNAB
then Add candidate tag in Ashby
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 Ashby
Triggers and actions 14 triggers · 21 actions
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.
Action
Add candidate tagAdds an existing tag to a candidate in Ashby and returns the updated candidate.
Action
Add jobCreates a new job in Ashby with a title, department/team and location, optionally applying a job template, interview plan, employment type and brand.
Action
Add offerCreates an offer for a candidate's application in Ashby by submitting the offer form for an offer process that has already been started.
Action
Change Job Consideration StageMoves a candidate's application (their consideration for a job) to a different interview stage, optionally with an archive reason and rejection email when archiving.
Action
Consider Candidate for JobConsiders a candidate for a job in Ashby by creating a new application, optionally placing it in a specific interview plan and stage with a source and credited user.
Action
Create CandidateCreates a new candidate in Ashby with their name, contact details, social profiles, location and source.
Action
Create Candidate NoteAdds a note to a candidate's profile in Ashby, optionally as HTML, private, or with notifications to subscribed users.
Action
Find CandidateReturns up to 100 candidates whose email address and/or name match the values you supply.
Action
Find JobReturns up to 100 jobs whose title or requisition ID matches the text you search for.
Action
Find Job ConsiderationReturns the applications (candidates being considered) for a job in Ashby, optionally narrowed by application status and creation date.
Action
Find OpeningReturns the openings whose identifier matches the one you supply, including each opening's state, jobs, locations, hiring team and custom fields.
Action
Get candidateReturns the full details of a single Ashby candidate, including contact info, tags, applications, files and custom field values.
Action
List departmentsReturns all departments and teams in your Ashby account, optionally including archived ones or only those changed since a previous sync.
Action
List locationsReturns the office and remote locations set up in your Ashby account, optionally including archived locations and regions.
Action
Update CandidateUpdates an existing candidate's name, contact details, social links, source, credited user and location in Ashby. Fields left blank are not changed.
Action
Update jobUpdates an existing job in Ashby — its title, team, location, default interview plan, employment type or requisition id.
Action
Update OpeningUpdates an existing opening in Ashby, such as its identifier, description, department, target dates, backfill flag or employment type. Returns the updated opening.
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
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Questions
YNAB and Ashby, 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 Ashby when something happens in YNAB?
Any of Ashby's 17 actions, including Create Candidate, Create Candidate Note, Update Candidate and Update job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ashby to YNAB?
Ashby has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Ashby's API documentation and adds it.
Do I have to build a connector for YNAB or Ashby?
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 Ashby 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.