Integration
Connect YNAB to Polygon Io
When Goal Completed fires in YNAB, your agent runs Get aggregate bars in Polygon Io. 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 Polygon Io 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 Polygon Io
When Goal Completed in YNAB
then Get aggregate bars in Polygon Io
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 Polygon Io
Triggers and actions 14 triggers · 16 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.
- Get aggregate bars
Returns aggregate price bars (open, high, low, close, volume) for a stock over a date range, in custom time windows such as 5-minute or 1-day bars.
- Get daily open/close
Returns the open, high, low, close, volume, pre-market and after-hours prices of a stock on a given date.
- Get market status
Returns the current trading status of US stock exchanges, currency markets and index groups, including whether pre-market or after-hours trading is active.
- Get previous close
Returns the previous trading day's open, high, low, close and volume for a stock ticker.
- Get RSI
Returns the relative strength index (RSI) values for a stock ticker over a chosen time window.
- Get SMA
Returns the simple moving average (SMA) values for a stock ticker over a time range.
- Get ticker details
Returns detailed reference information about a ticker and the company behind it, such as name, exchange, market cap, address and branding.
- List dividends
Returns historical cash dividends, with ticker, declaration, ex-dividend, record and pay dates, frequency and amount, filtered by the criteria you supply.
- List options contracts
Returns active or expired options contracts, filterable by underlying ticker, contract type, expiration date and strike price.
- List stock splits
Returns historical stock splits, with the ticker, execution date and split ratio, optionally filtered by ticker, date range or reverse splits.
- List ticker news
Returns the most recent news articles for a stock ticker, with a summary, publisher details, sentiment insights and a link to the original article.
- List tickers
Returns ticker symbols supported by Polygon (stocks, indices, forex and crypto), filtered by market, type, exchange, search text and more.
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 Polygon Io, 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 Polygon Io when something happens in YNAB?
Any of Polygon Io's 12 actions, including Get aggregate bars, Get daily open/close, Get market status and Get previous close. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Polygon Io to YNAB?
Polygon Io has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Polygon Io's API documentation and adds it.
Do I have to build a connector for YNAB or Polygon Io?
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 Polygon Io 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.