--- title: "Connect YNAB to Mailsoftly - APIANT.ai" description: "When \"Goal Completed\" fires in YNAB, your agent runs \"Add contact list\" in Mailsoftly." canonical: "https://apiant.ai/connect/ynab-to-mailsoftly" --- # Connect YNAB to Mailsoftly When **Goal Completed** fires in [YNAB](https://apiant.ai/connections/ynab), your agent runs **Add contact list** in [Mailsoftly](https://apiant.ai/connections/mailsoftly). Describe the whole flow and it is built, tested on every scenario and kept running. YNAB **14** triggers YNAB **4** actions Mailsoftly **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want YNAB and Mailsoftly to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What YNAB can start in Mailsoftly - When **Goal Completed** in YNAB then **Add contact list** in Mailsoftly - When **New Account** in YNAB then **Add contact note** 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 - Trigger **Category Overspent** Triggers when a category is overspent and has a negative balance. - Trigger **Goal Completed** Triggers when a goal is completed. - Trigger **Low Account Balance** Triggers when a Checking or Savings account balance drops below a certain amount during a month. - Trigger **Low Category Balance** Triggers when a category balance drops below a certain amount. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Category** Triggers when a new category is created. - Trigger **New or Updated Account** Triggers when a new account is created or an existing account is updated. - Trigger **New or Updated Category** Triggers when a new category is created or an existing category is updated. - Trigger **New or Updated Scheduled Transaction** Triggers when a scheduled transaction is created or updated. - Trigger **New or Updated Transaction** Triggers when a transaction is created or updated. - Trigger **New Payee** Triggers when a new payee is created. - Trigger **New Transaction** Triggers when a new transaction is created. - Trigger **Spending in Account** Triggers when a new outflow transaction is created in an account. - Trigger **Spending in Category** Triggers when a new outflow transaction is assigned to a category. - Action **Budget to a Category** Budgets to a category in the current month. - Action **Create Transaction** Creates a new transaction. - Action **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. - Action **Get Current Month Summary** Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts. - Action **Add contact list** Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id. - Action **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. - Action **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. - Action **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). - Action **Add Tag to Contact** Adds a tag to a contact, either an existing tag or one found or created by name. - Action **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. - Action **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. - Action **Create Contact** Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID. - Action **Create Tag** Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists. - Action **Delete contact** Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity. - Action **Find contacts** Returns the contacts that exactly match the email address, first name and/or last name you supply. - Action **Get contact** Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields. - Action **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. - Action **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. - Action **List contact lists** Returns all contact lists in your Mailsoftly account with their ids, names and contact counts. - Action **List Contacts in Contact List** Returns the contacts that belong to one contact list, with when each was added to the list. - Action **List Tags** Returns every contact tag in the account with its id, name and color. - Action **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. - Action **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. - Action **Update Contact** Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value. ## Each app on its own - [ **YNAB** YNAB is an award-winning personal finance app and method that helps you gain total control of your money.](https://apiant.ai/connections/ynab) - [ **Mailsoftly** Mailsoftly is a free email marketing tool designed to send personalized emails and newsletters.](https://apiant.ai/connections/mailsoftly) Reviews ## What our customers say ## More from YNAB - [ **YNAB to MILKEE** MILKEE is a all in one accounting tool for Swiss Freelancers and small businesses.](https://apiant.ai/connect/ynab-to-milkee) - [ **YNAB to The Muse** Job board and company profiles](https://apiant.ai/connect/ynab-to-the-muse) - [ **YNAB to Google Sheets** Google Sheets](https://apiant.ai/connect/ynab-to-google-sheets) - [ **YNAB to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/ynab-to-google-drive) - [ **YNAB to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/ynab-to-zoom) - [ **YNAB to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/ynab-to-linkedin) ## More into Mailsoftly - [ **HubSpot to Mailsoftly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mailsoftly) - [ **Salesforce to Mailsoftly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mailsoftly) - [ **Slack to Mailsoftly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mailsoftly) - [ **Google Sheets to Mailsoftly** Google Sheets](https://apiant.ai/connect/google-sheets-to-mailsoftly) - [ **Gmail to Mailsoftly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mailsoftly) - [ **Google Calendar to Mailsoftly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mailsoftly) 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.