Integration

Connect YNAB to Atlas AI Revenue Engine

When something happens in YNAB, your agent does the next thing in Atlas AI Revenue Engine. Describe it in plain language and the automation is built, tested on every branch and kept running.

YNAB14 triggersYNAB4 actionsAtlas AI Revenue Engine17 actions

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What do you want YNAB and Atlas AI Revenue Engine to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with YNAB and Atlas AI Revenue Engine

Triggers and actions 14 triggers · 21 actions

Trigger
Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Goal Completed
Triggers when a goal is completed.
Trigger
Low Account Balance
Triggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category Balance
Triggers when a category balance drops below a certain amount.
Trigger
New Account
Triggers when a new account is created.
Trigger
New Category
Triggers when a new category is created.
Trigger
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
New Payee
Triggers when a new payee is created.
Trigger
New Transaction
Triggers when a new transaction is created.
Trigger
Spending in Account
Triggers when a new outflow transaction is created in an account.
Trigger
Spending in Category
Triggers when a new outflow transaction is assigned to a category.
Action
Budget to a Category
Budgets to a category in the current month.
Action
Create Transaction
Creates a new transaction.
Action
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.
Action
Get Current Month Summary
Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Add agent
Create a new AI agent from a template for a campaign.
Action
Add campaign
Create a new outbound/inbound calling campaign.
Action
Add contact
Manually add a contact to a campaign's contact list.
Action
Add tool
Create a new AI agent tool.
Action
Delete campaign
Delete a campaign.
Action
Delete contact
Delete a contact.
Action
Delete knowledge file
Delete a knowledge base file.
Action
Delete tool
Delete an AI agent tool.
Action
Get agent
Retrieve an AI agent by ID.
Action
Get campaign
Retrieve a campaign by ID.
Action
List campaigns
List all campaigns.
Action
List contacts
List contacts for a campaign.
Action
List knowledge files
List uploaded knowledge base files.
Action
List tools
List all AI agent tools.
Action
Update campaign
Update a campaign's settings.
Action
Update contact
Update a contact's details.
Action
Update tool
Update an AI agent tool's configuration.

Each app on its own

The other way round: Atlas AI Revenue Engine to YNAB