Integration
Connect MeisterTask and YNAB
When New Attachment fires in MeisterTask, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Task in MeisterTask. 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 MeisterTask 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 MeisterTask and YNAB can do together
From MeisterTask to YNAB
When New Attachment in MeisterTask
then Create Transaction in YNAB
From YNAB to MeisterTask
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 MeisterTask and YNAB
Triggers and actions 23 triggers · 13 actions
- New Attachment
Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to.
- New Checklist Item
Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to.
- New Comment
Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on.
- New Label
Triggers when a new label is created in the project you pick. Returns the label's name and color.
- New Person
Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added.
- New Project
Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status.
- New Section
Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit.
- New Task
Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee.
- New Task Label
Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to.
- Create Attachment
Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link.
- Create Label
Creates a new label in a MeisterTask project. Returns the label's ID, name and color.
- Create Task
Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project.
- Create Task Label
Adds an existing project label to a MeisterTask task. Returns the link between the task and the label.
- Find Attachment
Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link.
- Find Label
Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color.
- Find Person
Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email.
- Find Task
Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee.
- Update Task
Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value.
- 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.
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
MeisterTask and YNAB, answered
What can start an automation from MeisterTask?
Any of MeisterTask's 9 triggers in the catalog, including New Attachment, New Checklist Item, New Comment and New Label. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in MeisterTask?
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 MeisterTask?
Yes. When something happens in YNAB, your agent can act in MeisterTask too. This page covers both directions: YNAB's triggers and MeisterTask's actions are listed here as well.
Do I have to build a connector for MeisterTask 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 MeisterTask 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.