Integration
Connect YNAB to Keywords AI
When Goal Completed fires in YNAB, your agent runs Update user in Keywords AI. 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 Keywords AI 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 Keywords AI
When Goal Completed in YNAB
then Update user in Keywords AI
When New Account in YNAB
then Add prompt in Keywords AI
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 Keywords AI
Triggers and actions 14 triggers · 20 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 promptCreates a new prompt in your Keywords AI workspace with an optional description. Returns the new prompt, including its id and slug.
Action
Add prompt versionCreates a new version of a prompt with its messages, model and settings. The new version becomes the prompt's current draft and earlier versions become read-only.
Action
Add spanLogs an LLM call or workflow step as a span in Keywords AI (Respan), with its model, input, output, token usage, latency and trace links. Returns the stored span.
Action
Delete promptDeletes a prompt and all of its versions from your prompt library.
Action
Get promptReturns a prompt template with its name, description, slug, tags, and its current and deployed (live) versions.
Action
Get spanReturns a single span (logged LLM request) with its input, output, token usage, cost, latency, metadata and evaluation scores.
Action
Get traceReturns one trace with its aggregate cost, token and error metrics and its full tree of spans.
Action
Get userReturns a user's profile and current budget usage, looked up by your own identifier for that user.
Action
List modelsReturns the models your Keywords AI project can use through the gateway, with each model's context window and pricing.
Action
List promptsReturns the prompts in your Keywords AI workspace, optionally filtered and sorted.
Action
List prompt versionsReturns every version of a prompt, newest first, including each version's messages, model and settings.
Action
List spansReturns the spans (request logs) in your Keywords AI account, optionally filtered by time range, environment, type and span fields, and sorted as you choose.
Action
List tracesReturns the traces recorded in your Keywords AI account, optionally narrowed by time range, environment and filter conditions.
Action
List usersReturns the users (your end customers) tracked in your organization, with their usage analytics such as requests, tokens, cost and budget settings.
Action
Update promptUpdates the name or description of a prompt in Keywords AI.
Action
Update userUpdates a user's profile and spending budget in Keywords AI, such as their name, email, metadata, budgets and markup. Returns the updated user.
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
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 Keywords AI
HubSpot to Keywords AIHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Keywords AISalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Keywords AISlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Keywords AIGoogle Sheets
Gmail to Keywords AIGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Keywords AIGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
YNAB and Keywords AI, 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 Keywords AI when something happens in YNAB?
Any of Keywords AI's 16 actions, including Update prompt, Update user, Add prompt and Add prompt version. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Keywords AI to YNAB?
Keywords AI has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Keywords AI's API documentation and adds it.
Do I have to build a connector for YNAB or Keywords AI?
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 Keywords AI 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.