Integration
Connect YNAB to Marketo
When Goal Completed fires in YNAB, your agent runs Add Leads to List in Marketo. 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 Marketo 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 Marketo
When Goal Completed in YNAB
then Add Leads to List in Marketo
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 Marketo
Triggers and actions 14 triggers · 28 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 Leads to List
Adds leads to a static list.
- Delete company
Deletes one or more company records in Marketo, identified by Marketo id or by external company id.
- Find companies
Finds Marketo companies whose chosen field matches any of the values you supply, returning up to 300 matching company records.
- Find Leads
Finds leads whose field matches any of the given values.
- Find opportunities
Finds opportunities whose chosen field matches one of the values you supply, returning up to 300 matching opportunities.
- Find program members
Finds members of a Marketo program whose chosen field matches one of the given values, returning up to 300 members.
- Get Activity Types
Returns every activity type, with its ID and attributes.
- Get Campaigns
Returns smart campaigns, optionally limited by name, program or workspace.
- Get Custom Object Records
Finds custom object records whose field matches any of the given values.
- Get email
Returns a Marketo email asset by its id, including subject, from/reply addresses, folder, template and approval status.
- Get Lead Activities
Returns lead activities of the given types since a paging token.
- Get Lead by Id
Returns one lead by its ID.
- Get Lead Field Names
Returns every lead field, with its API name, label and data type.
- Get Leads by List Id
Returns the leads in a static list.
- Get List by Id
Returns one static list by its ID.
- Get Lists
Returns static lists, optionally limited by name, program or workspace.
- Get Paging Token
Returns a paging token that starts reading activities from a date.
- Get program
Returns a Marketo program by its id, including its type, channel, status, folder, tags and period costs.
- List emails
Returns the email assets in your Marketo instance, optionally filtered by status, folder or last-updated date range.
- List programs
Returns the programs in your Marketo instance, optionally filtered by program, folder or workspace, or by last-updated date range.
- List smart campaigns
Returns the smart campaigns in your Marketo instance, optionally limited to a folder or program, an update-date window, or active campaigns only.
- Merge Leads
Merges one or more leads into a winning lead.
- Remove Leads from List
Removes leads from a static list.
- Update lead program status
Changes the program status (for example "Registered" or "Attended") of one or more leads that are already members of a Marketo program.
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
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Questions
YNAB and Marketo, 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 Marketo when something happens in YNAB?
Any of Marketo's 24 actions, including Update lead program status, Add Leads to List, Find companies and Find Leads. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Marketo to YNAB?
Marketo has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Marketo's API documentation and adds it.
Do I have to build a connector for YNAB or Marketo?
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 Marketo 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.