Integration
Connect NetHunt CRM and YNAB
When New Call Log fires in NetHunt CRM, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Find Record in NetHunt CRM. 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 NetHunt CRM 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 NetHunt CRM and YNAB can do together
From NetHunt CRM to YNAB
When New Call Log in NetHunt CRM
then Create Transaction in YNAB
From YNAB to NetHunt CRM
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 NetHunt CRM and YNAB
Triggers and actions 22 triggers · 12 actions
- New Call Log
Triggered when a new call log is added to a record in the specified folder.
- New Comment
Triggered when a new comment is added to a record in the specified folder.
- New folder
Triggered when a new folder is added.
- New Google Drive File in Folder
Polls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments.
- New or Updated Record in Folder
Triggered when a record is created or updated in the specified folder.
- New Record in Folder
Triggered when a record is created in the specified folder.
- Two-way sync new or updated records in folder
A trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Updated Record in Folder
Triggered when a record is updated in the specified folder.
- Add Call Log
Add a call log to the specified record.
- Add Comment
Add a comment to the specified record.
- Delete Record
Delete a record by ID.
- Find Record
Search records in a folder by ID or text query.
- Find record by field value
Finds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at.
- List Folder Fields
List the fields of a folder.
- List Readable Folders
List all folders the user can read.
- List Writable Folders
List folders the user can create records in.
- 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
NetHunt CRM and YNAB, answered
What can start an automation from NetHunt CRM?
Any of NetHunt CRM's 8 triggers in the catalog, including New Call Log, New Comment, New folder and New Google Drive File in Folder. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in NetHunt CRM?
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 NetHunt CRM?
Yes. When something happens in YNAB, your agent can act in NetHunt CRM too. This page covers both directions: YNAB's triggers and NetHunt CRM's actions are listed here as well.
Do I have to build a connector for NetHunt CRM 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 NetHunt CRM 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.