Integration
Connect Myphoner and YNAB
When Lead updated (instant) fires in Myphoner, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Create Lead in Myphoner. 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 Myphoner 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 Myphoner and YNAB can do together
From Myphoner to YNAB
When Lead updated (instant) in Myphoner
then Create Transaction in YNAB
From YNAB to Myphoner
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 Myphoner and YNAB
Triggers and actions 25 triggers · 18 actions
- Archived Lead
Triggers when a lead is archived (marked 'archive').
- Call Back
Triggers when a lead is marked for 'call back'.
- Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
- Lost Lead
Triggers when a lead is lost (marked 'loser').
- New call (instant)
Fires when a new call is conducted (webhook event: new_call).
- New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
- New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
- New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
- New Winner
Triggers when a lead is won.
- Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
- Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
- Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
- Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
- Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
- Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
- Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
- Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
- List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
- List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
- Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
- Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
- Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
- Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
- Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
- Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
- 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
Myphoner and YNAB, answered
What can start an automation from Myphoner?
Any of Myphoner's 11 triggers in the catalog, including Lead updated (instant), New call (instant), New call recording (instant) and New comment (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Myphoner?
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 Myphoner?
Yes. When something happens in YNAB, your agent can act in Myphoner too. This page covers both directions: YNAB's triggers and Myphoner's actions are listed here as well.
Do I have to build a connector for Myphoner 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 Myphoner 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.