Integration
Connect YNAB and Zenler
When Goal Completed fires in YNAB, your agent runs Enroll User in Zenler, or New Funnel Subscription in Zenler to Create Transaction in YNAB. 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 Zenler 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 and Zenler can do together
From YNAB to Zenler
When Goal Completed in YNAB
then Enroll User in Zenler
When New Account in YNAB
then Unenroll User in Zenler
From Zenler to YNAB
When New Funnel Subscription in Zenler
then Create Transaction in YNAB
When New Sale in Zenler
then Budget to a Category in YNAB
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 Zenler
Triggers and actions 17 triggers · 20 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.
Trigger
New Funnel SubscriptionTriggers when someone subscribes to the chosen Zenler marketing funnel.
Trigger
New SaleTriggers when a student enrolls in a course, free or paid, with the sale's price, coupon and gateway.
Trigger
New UserTriggers when a new user signs up on your Zenler site.
Action
Delete UserDeletes a user from your Zenler site.
Action
Enroll UserEnrolls a Zenler user into a course.
Action
Get CourseReturns one Zenler course's name, subtitle, thumbnail and owner.
Action
Get UserReturns one Zenler user's name, email, contact details and roles.
Action
List CoursesReturns courses on your Zenler site.
Action
List FunnelsReturns your Zenler marketing funnels.
Action
List Live ClassesReturns your Zenler live classes and their schedules.
Action
List Live WebinarsReturns your Zenler live webinars and their schedules.
Action
List UsersReturns users on your Zenler site, optionally filtered by search text or role.
Action
Register Live ClassRegisters a person for a Zenler live class.
Action
Register Live WebinarRegisters a person for a Zenler live webinar.
Action
Subscribe FunnelSubscribes a person to one of your Zenler marketing funnels.
Action
Unenroll UserUnenrolls a Zenler user from a course.
Action
Unregister Live ClassRemoves a person's registration from a Zenler live class.
Action
Unregister Live WebinarRemoves a person's registration from a Zenler live webinar.
Action
Unsubscribe FunnelUnsubscribes an email address from a Zenler marketing funnel.
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 Zenler, 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 Zenler when something happens in YNAB?
Any of Zenler's 16 actions, including Enroll User, Get Course, Get User and List Courses. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zenler to YNAB?
Yes. When something happens in Zenler, your agent can act in YNAB too. This page covers both directions: Zenler's triggers and YNAB's actions are listed here as well.
Do I have to build a connector for YNAB or Zenler?
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 Zenler 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.