Build solutions, not workarounds.
What do you want YNAB and MaintainX 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 MaintainX
When Goal Completed in YNAB
then Add Existing Categories to a Work Order in MaintainX
When New Account in YNAB
then Add Part in MaintainX
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 MaintainX
Triggers and actions 14 triggers · 38 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 Existing Categories to a Work OrderAdds Existing Categories to a Work Order.
Action
Add PartCreates a new part (inventory item) in MaintainX.
Action
Add Purchase orderCreates a purchase order in MaintainX for a vendor, with its line items, costs and addresses.
Action
Add VendorCreate a new vendor.
Action
Create AssetCreates an Asset in MaintainX
Action
Create LocationCreates a location in MaintainX
Action
Create Work OrderCreates a new Work Order.
Action
Create Work Order CommentCreates a New Comment on a Work Order.
Action
Create Work RequestCreates a new Work Request.
Action
Delete AssetDeletes an asset in MaintainX by its ID.
Action
Delete LocationDelete a location by ID.
Action
Delete PartDeletes a part from MaintainX by its ID.
Action
Delete Work OrderDelete a work order by ID.
Action
Delete Work RequestDeletes a work request in MaintainX by its ID.
Action
Find an EntityFinds a MaintainX asset, location, part or work order by the external ID your other system assigned to it.
Action
Get AssetRetrieve a single asset by ID.
Action
Get LocationRetrieves a single MaintainX location by its ID, including its custom fields.
Action
Get PartRetrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields.
Action
Get Purchase orderRetrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields.
Action
Get VendorRetrieve a single vendor by ID.
Action
Get Work OrderRetrieve a single work order by ID.
Action
Get Work RequestRetrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order.
Action
List AssetsReturns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range.
Action
List LocationsReturns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix.
Action
List VendorsLists the vendors in your MaintainX organization, including their custom field values.
Action
List Work OrdersLists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates.
Action
List Work RequestsList work requests with pagination/filters.
Action
Update LocationUpdates a Location in MaintainX
Action
Update PartUpdate fields on an existing part.
Action
Update Purchase orderUpdate fields on an existing purchase order.
Action
Update VendorUpdate fields on an existing vendor.
Action
Update Work OrderUpdates an existing Work Order
Action
Update Work Order StatusChanges the status of a MaintainX work order.
Action
Update Work RequestUpdate fields on an existing work request.
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 MaintainX
HubSpot to MaintainXHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to MaintainXSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to MaintainXSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to MaintainXGoogle Sheets
Gmail to MaintainXGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MaintainXGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
YNAB and MaintainX, 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 MaintainX when something happens in YNAB?
Any of MaintainX's 34 actions, including Create Asset, Create Location, Create Work Order and Create Work Order Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MaintainX to YNAB?
MaintainX has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads MaintainX's API documentation and adds it.
Do I have to build a connector for YNAB or MaintainX?
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.