Integration
Connect YNAB to Neon Postgres
When something happens in YNAB, your agent does the next thing in Neon Postgres. Describe it 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 Neon Postgres 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 Neon Postgres
When Goal Completed in YNAB
then Add branch in Neon Postgres
When New Account in YNAB
then Add compute endpoint in Neon Postgres
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 Neon Postgres
Triggers and actions 14 triggers · 33 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 branchCreate a new branch in a Neon project.
Action
Add compute endpointCreates a compute endpoint (a Neon compute instance) on a branch of a Neon project. A branch can have one read-write endpoint and multiple read-only endpoints.
Action
Add databaseCreates a new Postgres database in a Neon project branch, owned by an existing role.
Action
Add projectCreates a new Neon Postgres project with its default branch, database, role and compute, and returns the project along with its connection details.
Action
Add roleCreates a Postgres role in the specified Neon project branch. Connections to the branch's active compute are dropped while the change applies.
Action
Delete branchDelete a branch by project_id and branch_id.
Action
Delete compute endpointDeletes a compute endpoint from a Neon project. Existing connections to the compute are dropped. If the compute does not exist or was already deleted, the step still succeeds with an empty result.
Action
Delete databaseDeletes the specified database from a branch of a Neon project.
Action
Delete projectDeletes a Neon project and all its branches, compute endpoints, databases and roles. The project can be recovered within 7 days.
Action
Delete roleDeletes the specified Postgres role from a Neon branch.
Action
Get branchRetrieves details of a branch in a Neon project.
Action
Get compute endpointRetrieve details about a compute endpoint.
Action
Get connection URIRetrieve a Postgres connection URI for a database/role/branch/endpoint combination.
Action
Get databaseRetrieves details of a database on a Neon project branch.
Action
Get projectRetrieves the details of a Neon project, including its settings, compute configuration, history retention, owner and current usage metrics.
Action
Get roleRetrieves details about a Postgres role (user) on a Neon branch.
Action
Get role passwordRetrieves the password for a Postgres role on a Neon branch.
Action
List branchesRetrieve a list of branches for a Neon project.
Action
List compute endpointsLists the compute endpoints (Neon compute instances) in a project.
Action
List databasesLists the databases on a branch of a Neon project.
Action
List operationsLists the operations (asynchronous actions such as starting a compute or creating a branch) Neon performed on a project. Operations older than 6 months may no longer be available.
Action
List projectsLists the Neon projects accessible to the connected account, optionally filtered by name/ID or organization.
Action
List rolesLists the Postgres roles on a Neon project branch.
Action
Start compute endpointStart (resume) a suspended compute endpoint.
Action
Suspend compute endpointSuspends the specified Neon compute endpoint (scales it to zero).
Action
Update branchUpdate a branch's properties (e.g. name, protected) by project_id and branch_id.
Action
Update compute endpointUpdates an existing compute endpoint in a Neon project by ID.
Action
Update databaseUpdates the name or owner of a database on a Neon project branch.
Action
Update projectUpdate settings for a Neon project by project_id.
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 Neon Postgres, 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 Neon Postgres when something happens in YNAB?
Any of Neon Postgres's 29 actions, including Update branch, Update compute endpoint, Update database and Update project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Neon Postgres to YNAB?
Neon Postgres has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Neon Postgres's API documentation and adds it.
Do I have to build a connector for YNAB or Neon Postgres?
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.