Integration
Connect YNAB to OpenRegister
When something happens in YNAB, your agent does the next thing in OpenRegister. 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 OpenRegister 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 OpenRegister
When Goal Completed in YNAB
then Find Company by Name in OpenRegister
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 OpenRegister
Triggers and actions 14 triggers · 18 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.
- Find Company by Name
Returns German companies whose current or historical registered name matches the specified name.
- Find Company by URL
Finds the German company behind a website URL and returns its company ID plus the email, phone and VAT ID found on the site.
- Find Insolvency Proceedings
Returns German insolvency proceedings (companies and natural persons) that match a free-text search and/or structured filters.
- Find People by Name
Returns people from the German commercial register whose name matches the search text, optionally narrowed by city, date of birth or active status.
- Get Company Contact Information
Retrieve contact information for a German company: email, phone, VAT ID and the source web page.
- Get Company Details
Returns the full register record of a German company by its OpenRegister ID.
- Get Company Financials
Retrieves a company's published financial reports (balance sheets and income statements) and key financial indicators from the Bundesanzeiger.
- Get Company Historical Owners
Retrieves the full ownership history of a German company (GmbH only) across every shareholder list it has filed.
- Get Company Holdings
Retrieves the list of companies that a German company owns or has stakes in, including relation type and share amounts. Costs 10 OpenRegister credits per call.
- Get Company Owners
Retrieves the shareholders and owners of a German company, with their ownership percentages, nominal shares and register roles.
- Get Company Ubos
Retrieves the Ultimate Beneficial Owners (natural persons who ultimately own or control the company) of a German company, calculated across the full ownership chain. Costs 25 OpenRegister credits per call.
- Get Insolvency Proceeding
Retrieve the full record of a single German insolvency proceeding, including its status, debtor, administrator, deadlines, distribution figures and complete event history.
- Get Person Details
Retrieve detailed information about a person listed in the German commercial register: name, date of birth, age, city, and their current and past management positions across companies.
- Get Person Holdings
Retrieve the company holdings (ownership stakes) associated with a specific person by person 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
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Questions
YNAB and OpenRegister, 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 OpenRegister when something happens in YNAB?
Any of OpenRegister's 14 actions, including Find Company by Name, Find Company by URL, Find Insolvency Proceedings and Find People by Name. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OpenRegister to YNAB?
OpenRegister has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads OpenRegister's API documentation and adds it.
Do I have to build a connector for YNAB or OpenRegister?
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.