Integration
Connect Easy Project and YNAB
When New Project fires in Easy Project, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Task in Easy Project. 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 Easy Project and YNAB 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 Easy Project and YNAB can do together
From Easy Project to YNAB
When New Project in Easy Project
then Create Transaction in YNAB
When New Task in Easy Project
then Budget to a Category in YNAB
From YNAB to Easy Project
When Goal Completed in YNAB
then Create Task in Easy Project
When New Account in YNAB
then Update Task in Easy Project
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 Easy Project and YNAB
Triggers and actions 17 triggers · 15 actions
Trigger
New ProjectTriggers when a new project is created in Easy Project.
Trigger
New TaskTriggers when a new task is created in Easy Project.
Trigger
Task Comments Web Hook TriggerTriggers when a comment is added to a task in Easy Project.
Action
Create Planned Project ExpenseCreates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date.
Action
Create ProjectCreates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values.
Action
Create Project ExpenseCreates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields.
Action
Create Project IncomeCreates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields.
Action
Create TaskCreates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values.
Action
Create Time EntryLogs spent time in Easy Project against a project, and optionally a task, for a user on a given date.
Action
Find ProjectReturns the projects whose details match the search text you supply.
Action
Get Planned Project ExpenseReturns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags.
Action
Get Project ExpenseReturns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags.
Action
Get Project IncomeReturns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags.
Action
Update TaskUpdates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it.
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.
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 Easy Project
Easy Project to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Easy Project to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Easy Project to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Easy Project to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Easy Project to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Easy Project to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into YNAB
Vercel to YNABVercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.
Postman to YNABPostman is a platform for building and testing APIs.
HubSpot to YNABHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to YNABSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to YNABSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gmail to YNABGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Easy Project and YNAB, answered
What can start an automation from Easy Project?
Any of Easy Project's 3 triggers in the catalog, including New Project, New Task and Task Comments Web Hook Trigger. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Easy Project?
Any of YNAB's 4 actions, including Create Transaction, Budget to a Category, Get Current Budget Month and Get Current Month Summary. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from YNAB to Easy Project?
Yes. When something happens in YNAB, your agent can act in Easy Project too. This page covers both directions: YNAB's triggers and Easy Project's actions are listed here as well.
Do I have to build a connector for Easy Project or YNAB?
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 Easy Project and YNAB 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.