Integration
Connect YNAB to Everfit
When Goal Completed fires in YNAB, your agent runs Assign Client to Group in Everfit. 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 Everfit 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 Everfit
When Goal Completed in YNAB
then Assign Client to Group in Everfit
When New Account in YNAB
then Assign Client to Studio Program in Everfit
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 Everfit
Triggers and actions 14 triggers · 30 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
Assign Client to GroupAdds a client to a client group.
Action
Assign Client to Studio ProgramGives a client access to a studio program, which they can start any time.
Action
Assign Client to Workout CollectionGives a client access to an on-demand workout collection.
Action
Get Assigned Client List of Resource CollectionReturns the clients assigned to a resource collection.
Action
Get Assigned Program of ClientReturns the programs assigned to a client, including each program instance ID needed to unassign it.
Action
Get Assigned Studio Program List of ClientReturns the studio programs assigned to a client, one page at a time.
Action
Get Assigned Workout Collection List of ClientReturns the on-demand workout collections assigned to a client, one page at a time.
Action
Get Autoflow ListReturns the autoflows in your Everfit library, with their type, length and client counts.
Action
Get Client's Detailed InformationReturns a client's details: name, email, archived status and trainer name.
Action
Get Client's IDReturns the ID of the client with the given email address.
Action
Get Client's Last ActivityReturns the date and time of a client's last activity in Everfit.
Action
Get Coach ID by EmailReturns the ID of the coach in your workspace with the given email address.
Action
Get Forum ListReturns the community forums in your Everfit workspace.
Action
Get Group ListReturns the client groups in your Everfit workspace, with each group's ID and name.
Action
Get Participant List of ForumReturns the members of a community forum.
Action
Get Program ListReturns the programs in your Everfit library.
Action
Get Resource Collection ListReturns the resource collections in your Everfit workspace, one page at a time.
Action
Get Studio Program ListReturns the studio programs in your Everfit workspace, one page at a time, optionally only published ones.
Action
Get Workout Collection ListReturns the on-demand workout collections in your Everfit workspace, one page at a time.
Action
Register Client by Public Invite LinkRegisters a client account in your workspace with a password and assigns them to a coach. Returns the new client.
Action
Search Client by EmailFinds every client matching an email address and returns each one's ID and name.
Action
Unarchive ClientReactivates an archived client so they can resume training.
Action
Unassign Client From GroupRemoves a client from a client group.
Action
Unassign Client From ProgramUnassigns one assigned program from a client; its workouts from today onward are removed from the client's calendar. Use Get Assigned Program of Client for the instance ID.
Action
Unassign Client From Studio ProgramRemoves a client's access to a studio program.
Action
Unassign Client From Workout CollectionRemoves a client's access to an on-demand workout collection.
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
What our customers say
More from YNAB
YNAB to MILKEEMILKEE is a all in one accounting tool for Swiss Freelancers and small businesses.
YNAB to The MuseJob board and company profiles
YNAB to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
YNAB to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
YNAB to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
YNAB to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
More into Everfit
HubSpot to EverfitHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to EverfitSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to EverfitSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to EverfitGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to EverfitGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to EverfitGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
YNAB and Everfit, 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 Everfit when something happens in YNAB?
Any of Everfit's 26 actions, including Assign Client to Group, Assign Client to Studio Program, Assign Client to Workout Collection and Get Assigned Client List of Resource Collection. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Everfit to YNAB?
Everfit has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Everfit's API documentation and adds it.
Do I have to build a connector for YNAB or Everfit?
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 Everfit 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.