Integration
Connect YNAB to Mailsoftly
When Goal Completed fires in YNAB, your agent runs Add contact list in Mailsoftly. 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 Mailsoftly 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 Mailsoftly
When Goal Completed in YNAB
then Add contact list in Mailsoftly
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 Mailsoftly
Triggers and actions 14 triggers · 24 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 list
Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id.
- Add contact note
Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened.
- Add Global Unsubscribe
Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet.
- Add or update contact
Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID).
- Add Tag to Contact
Adds a tag to a contact, either an existing tag or one found or created by name.
- Add to Contact List
Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error.
- Add to Suppression List
Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists.
- Create Contact
Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID.
- Create Tag
Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists.
- Delete contact
Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity.
- Find contacts
Returns the contacts that exactly match the email address, first name and/or last name you supply.
- Get contact
Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields.
- Get Contact Activity
Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes.
- Get Contact Subscriptions
Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives.
- List contact lists
Returns all contact lists in your Mailsoftly account with their ids, names and contact counts.
- List Contacts in Contact List
Returns the contacts that belong to one contact list, with when each was added to the list.
- List Tags
Returns every contact tag in the account with its id, name and color.
- Remove contact from contact list
Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched.
- Remove Tag to Contact
Removes one or more tags from a Mailsoftly contact, by tag or by tag name. The tags stay defined on the account for other contacts.
- Update Contact
Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value.
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 Mailsoftly
HubSpot to MailsoftlyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to MailsoftlySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to MailsoftlySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gmail to MailsoftlyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MailsoftlyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
YNAB and Mailsoftly, 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 Mailsoftly when something happens in YNAB?
Any of Mailsoftly's 20 actions, including Create Contact, Create Tag, Update Contact and Add contact list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailsoftly to YNAB?
Mailsoftly has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Mailsoftly's API documentation and adds it.
Do I have to build a connector for YNAB or Mailsoftly?
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 Mailsoftly 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.