Integration
Connect YNAB to Evernote
When Goal Completed fires in YNAB, your agent runs Create Task in Evernote. 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 Evernote 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 Evernote
When Goal Completed in YNAB
then Create Task in Evernote
When New Account in YNAB
then Update Task in Evernote
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 Evernote
Triggers and actions 14 triggers · 17 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
Create NoteCreates a new empty note in Evernote, optionally in a chosen notebook and with tags. Use Edit Note to add body content.
Action
Create NotebookCreates a new Evernote notebook.
Action
Create TagCreates a new Evernote tag.
Action
Create TaskCreates a task inside an Evernote note.
Action
Delete NoteMoves an Evernote note to the trash.
Action
Edit NoteChanges an Evernote note: renames it and/or appends, prepends or replaces part of its body.
Action
Get NoteReturns one Evernote note by its ID, including title, body, notebook, tags, tasks and timestamps.
Action
Search NotebooksFinds Evernote notebooks by name, or lists all notebooks.
Action
Search NotesFinds Evernote notes using Evernote's search syntax and returns their IDs, titles and snippets.
Action
Search TagsFinds Evernote tags by name, or lists all tags.
Action
Search TasksFinds Evernote tasks you own or are assigned to, filtered by status, due date, priority and text.
Action
Update Note TagsAdds and/or removes tags on one or more Evernote notes.
Action
Update TaskMarks an Evernote task completed or open, or changes its label, due date, priority, flag or description.
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
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Questions
YNAB and Evernote, 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 Evernote when something happens in YNAB?
Any of Evernote's 13 actions, including Create Note, Create Notebook, Create Tag and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Evernote to YNAB?
Evernote has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Evernote's API documentation and adds it.
Do I have to build a connector for YNAB or Evernote?
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 Evernote 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.