Integration
Connect YNAB to Easybizy
When Goal Completed fires in YNAB, your agent runs Add activity to customer in Easybizy. 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 Easybizy 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 Easybizy
When Goal Completed in YNAB
then Add activity to customer in Easybizy
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 Easybizy
Triggers and actions 14 triggers · 23 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 activity to customer
Adds an activity note to a customer in Easybizy, shown in the app like a note added there.
- Add appointment
Books an appointment for an existing customer from an availability option previously returned by Easybizy's availability search. Returns the booking status, any payment link, and every appointment the booking created.
- Add catalog item
Creates a new catalog item in Easybizy — either a service or a product — and returns the created item.
- Add customer
Creates a new customer in Easybizy with their contact details, tags and marketing consent.
- Create Lead
Creates a new lead in Easybizy, or adds the details to an existing lead with the same mobile number. Returns the lead's id.
- Delete customer
Deletes (deactivates) a customer in Easybizy by its id.
- Delete lead
Deletes (deactivates) an existing lead in Easybizy.
- Get catalog item
Returns one catalog item (a product or a service) by its type and id.
- Get customer
Returns a single Easybizy customer by id, including contact details, punchcards, loyalty points and balance.
- Get invoice
Returns an invoice, receipt or partial tax invoice by its type and id, including its line items, payments and customer.
- Get lead
Returns a single Easybizy lead by its id, including contact details, status and tags.
- List appointments
Returns the appointments scheduled in a date range of up to 21 days, optionally narrowed to one customer, employee, appointment or cancelled bookings.
- List catalog items
Returns the business's catalog items (products and services), optionally filtered by type or a search term.
- List customers
Returns the business's customers, optionally filtered, searched and sorted.
- List leads
Returns leads in your Easybizy account, optionally filtered, searched and sorted.
- Send WhatsApp message
Sends a free-form WhatsApp message (text, or an uploaded file) to a customer, optionally with reply buttons or a link button. Requires an open 24-hour service window with that customer.
- Send WhatsApp template message
Sends an approved WhatsApp template message to a customer by phone number or Easybizy customer id, creating the conversation if needed.
- Update customer
Updates only the fields you provide on an existing Easybizy customer.
- Update lead
Updates only the fields you provide on an existing Easybizy lead.
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 Easybizy, 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 Easybizy when something happens in YNAB?
Any of Easybizy's 19 actions, including Create Lead, Send WhatsApp message, Send WhatsApp template message and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Easybizy to YNAB?
Easybizy has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Easybizy's API documentation and adds it.
Do I have to build a connector for YNAB or Easybizy?
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 Easybizy 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.