Build solutions, not workarounds.
What do you want YNAB and Socie 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 Socie
When Goal Completed in YNAB
then Add additional field in Socie
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 Socie
Triggers and actions 14 triggers · 22 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.
- Add additional field
Create a new custom additional field.
- Add group
Create a new group.
- Add member
Create a new member in the community.
- Create a Membership
Creates a new membership.
- Delete group
Delete a group from your Socie community by its Socie id or your own external id.
- Delete member
Delete a member from the community.
- Delete membership
Delete a membership from a group in your Socie community.
- Get group
Get a single group by identifier.
- Get member
Return a specific member of your Socie community, looked up by their Socie id or by the external id you gave them.
- Get membership
Return a specific group membership in Socie, looked up by the group and the membership's Socie id or your own external id.
- List additional fields
Retrieve the additional (custom member profile) fields defined in your Socie community.
- List groups
Retrieve the groups of your Socie community.
- List members
Returns all members of your community.
- List memberships
List a group's memberships.
- Send notification
Send or schedule a push notification to specified members of the community.
- Update group
Update fields on an existing group.
- Update member
Update fields on an existing member.
- Update membership
Update the title of a single group membership in Socie.
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 Socie, 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 Socie when something happens in YNAB?
Any of Socie's 18 actions, including Create a Membership, Send notification, Update group and Update member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Socie to YNAB?
Socie has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Socie's API documentation and adds it.
Do I have to build a connector for YNAB or Socie?
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.