Integration
Connect YNAB to Mailazy
When Goal Completed fires in YNAB, your agent runs Add contact in Mailazy. 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 Mailazy 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 Mailazy
When Goal Completed in YNAB
then Add contact in Mailazy
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 Mailazy
Triggers and actions 14 triggers ยท 16 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 contact
Creates a contact in Mailazy, optionally adding it to one or more lists right away.
- Add contact to list
Adds a contact to a Mailazy list by contact id or email, which schedules that list's automation emails.
- Add list
Creates a new contact list in your Mailazy product.
- Add suppression
Adds an email address to the product's suppression list so no more email is sent to it. Re-adding an address already suppressed returns the existing entry.
- Add tag
Creates a new tag in your Mailazy product. Tag names are unique, ignoring case.
- Delete contact
Deletes a contact from your Mailazy product.
- Find contact by email
Finds a Mailazy contact by its email address and returns the contact record.
- Get contact
Returns a single Mailazy contact by its ID, including email, name and metadata.
- List contacts
Returns contacts in your Mailazy product, optionally filtered and sorted by created date.
- List lists
Returns all contact lists in your Mailazy product.
- Remove contact from list
Removes a contact from a list and cancels any pending sends for that list.
- Update contact
Updates a Mailazy contact's name and merges new values into its metadata.
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 Mailazy
OpenAI to MailazyOpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...
Capsule CRM to MailazyCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
PagerDuty to MailazyPagerDuty is an incident management and on-call alerting platform.
HubSpot to MailazyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to MailazySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to MailazySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Questions
YNAB and Mailazy, 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 Mailazy when something happens in YNAB?
Any of Mailazy's 12 actions, including Update contact, Add contact, Add contact to list and Add list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailazy to YNAB?
Mailazy has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Mailazy's API documentation and adds it.
Do I have to build a connector for YNAB or Mailazy?
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 Mailazy 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.