Integration
Connect YNAB to Signatureapi
When something happens in YNAB, your agent does the next thing in Signatureapi. 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 Signatureapi 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 Signatureapi
When Goal Completed in YNAB
then Add ceremony in Signatureapi
When New Account in YNAB
then Add deliverable in Signatureapi
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 Signatureapi
Triggers and actions 14 triggers · 19 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 ceremonyCreates a new signing ceremony for a recipient. Any previous active ceremony for that recipient is revoked. Returns the ceremony, including its URL when the recipient is authenticated by email code or by your own application.
Action
Add deliverableCreates an additional deliverable (signed PDF package) from a completed envelope. The envelope must be completed.
Action
Add envelopeCreates an envelope with documents and recipients and starts the signing process.
Action
Add uploadUploads a PDF, DOCX or PNG file to SignatureAPI and returns a URL you can use as a document source when creating an envelope. Uploads expire after 24 hours.
Action
Cancel envelopeCancel an in-progress envelope so remaining recipients can no longer sign.
Action
Delete envelopeDelete an envelope.
Action
Get deliverableRetrieves a deliverable by its ID, including its status and, once generated, a download link for the signed PDF.
Action
Get envelopeRetrieve a single envelope by id.
Action
Get recipientRetrieves a recipient's details, including status, ceremony information and completion timestamp.
Action
Get uploadFetches an uploaded file's record by ID: its format, size, hash and expiry. An error occurs if the upload is not found.
Action
List deliverablesReturns the deliverables (signed PDFs with audit log) of an envelope, earliest first.
Action
List envelopesLists envelopes in the account, most recent first, optionally filtered by status or topic.
Action
Resend requestResends the signing request to a recipient who has not yet completed their ceremony, e.g. as a reminder or after a lost or soft-bounced email.
Action
Update envelopeUpdate mutable fields (e.g. title, metadata) of an existing envelope.
Action
Update recipientReplaces a recipient who has not yet completed with a new person. The original recipient is marked replaced and a new recipient is created with the same type, key, routing position and places.
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
More from YNAB
YNAB to MILKEEMILKEE is a all in one accounting tool for Swiss Freelancers and small businesses.
YNAB to The MuseJob board and company profiles
YNAB to Google SheetsGoogle Sheets
YNAB to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
YNAB to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
YNAB to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
More into Signatureapi
HubSpot to SignatureapiHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SignatureapiSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SignatureapiSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SignatureapiGoogle Sheets
Gmail to SignatureapiGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SignatureapiGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
YNAB and Signatureapi, 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 Signatureapi when something happens in YNAB?
Any of Signatureapi's 15 actions, including Update envelope, Update recipient, Add ceremony and Add deliverable. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Signatureapi to YNAB?
Signatureapi has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Signatureapi's API documentation and adds it.
Do I have to build a connector for YNAB or Signatureapi?
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.