Integration
Connect YNAB to EZ Texting
When something happens in YNAB, your agent does the next thing in EZ Texting. Describe it 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 EZ Texting to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 EZ Texting
When Goal Completed in YNAB
then Add Contacts to Group in EZ Texting
When New Account in YNAB
then Add Message Template in EZ Texting
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 EZ Texting
Triggers and actions 14 triggers · 19 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 Contacts to GroupAdds contacts to an EZ Texting contact group by phone number.
Action
Add Message TemplateCreate a new message template.
Action
Create GroupCreates new group
Action
Create/Update ContactCreates a contact with the given phone number, or updates the existing contact that has that phone number.
Action
Delete ContactDeletes a contact from your EZ Texting contact list by phone number.
Action
Delete GroupDelete a contact group by id.
Action
Get ContactGet a single EZ Texting contact by phone number.
Action
Get GroupGet a single contact group by its id.
Action
Get MessageGet details about a sent message: its recipients (groups and individual contacts), recipient count, credits used, sending number, send date and type.
Action
List ContactsLists contacts in your EZ Texting account, optionally filtered by name, phone, email, source, opt-out status or group.
Action
List GroupsList contact groups in your EZ Texting account, optionally filtered by name.
Action
List MessagesList messages in the EZ Texting account, optionally filtered by number, direction, status, type, text or sent date.
Action
List Message TemplatesList message templates matching provided filters.
Action
Send MessageSends an SMS or MMS text message to phone numbers and/or contact groups, immediately or at a scheduled time.
Action
Update GroupUpdate an existing contact group.
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 EZ Texting, 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 EZ Texting when something happens in YNAB?
Any of EZ Texting's 15 actions, including Create Group, Create/Update Contact, Send Message and Update Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EZ Texting to YNAB?
EZ Texting has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads EZ Texting's API documentation and adds it.
Do I have to build a connector for YNAB or EZ Texting?
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.
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.