Build solutions, not workarounds.
What do you want YNAB and PDFGate 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 PDFGate
When Goal Completed in YNAB
then Compress PDF in PDFGate
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 PDFGate
Triggers and actions 14 triggers · 11 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.
- Compress PDF
Reduces the file size of a PDF without changing its visual appearance, optionally linearizing it for Fast Web View.
- Delete Document
Deletes a document from PDFGate by its ID.
- Extract PDF Form Data
Reads every form field in a fillable PDF and returns each field's current value, from an uploaded PDF or a document already stored in PDFGate.
- Flatten PDF
Converts an interactive PDF (fillable form fields or annotations) into a static, non-editable PDF — either the whole document or only the named form fields. Creates a new flattened document in PDFGate and returns it.
- Generate PDF
Converts HTML content or a public web page URL into a PDF document and returns the stored document record, including a temporary download link.
- Get Document
Retrieve a PDFGate document by its ID.
- Watermark PDF
Adds a text or image watermark to a PDF, supplied either as a file or as the id of a document already stored in PDFGate, and returns the new watermarked document.
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
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Questions
YNAB and PDFGate, 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 PDFGate when something happens in YNAB?
Any of PDFGate's 7 actions, including Compress PDF, Extract PDF Form Data, Flatten PDF and Generate PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDFGate to YNAB?
PDFGate has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads PDFGate's API documentation and adds it.
Do I have to build a connector for YNAB or PDFGate?
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.