Integration
Connect Vapi and YNAB
When New Assistant fires in Vapi, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add assistant in Vapi. 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 Vapi 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 Vapi and YNAB can do together
From Vapi to YNAB
When New Assistant in Vapi
then Create Transaction in YNAB
From YNAB to Vapi
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 Vapi and YNAB
Triggers and actions 17 triggers · 25 actions
- New Assistant
Triggers when a new assistant is created in your Vapi organization.
- New Call
Triggers when a new call is created in Vapi, optionally limited to one assistant or phone number.
- New File
Triggers when a new file is uploaded to your Vapi account.
- Add assistant
Creates a new Vapi voice assistant with its model, voice, transcriber, first message and call behavior.
- Add phone number
Adds a phone number to Vapi: a free Vapi number, or one you bring from Twilio, Vonage, Telnyx or your own SIP trunk. Returns the new phone number record.
- Add squad
Creates a squad: a group of assistants that hand a call off to one another, starting with the first member.
- Add tool
Creates a tool in Vapi (for example a function, end-call, transfer-call or API-request tool) that assistants can use during calls.
- Create Call
Starts a Vapi call (or a batch of outbound calls) using a saved or one-off assistant, squad or workflow, and returns the created call.
- Create Chat
Sends a message to a Vapi assistant or squad as a text chat and returns the chat, including the assistant's reply messages.
- Delete assistant
Deletes an assistant from your Vapi account and returns the deleted assistant.
- Delete Call Data
Deletes a call and its data, including recordings, and returns the deleted call.
- Delete Chat
Deletes a chat from your Vapi account and returns the deleted chat's details.
- Delete File
Deletes a file from your Vapi account.
- Find Call
Finds calls matching a call id, assistant, phone number, or created/updated date range. Returns up to 1000 matching calls.
- Get assistant
Returns a Vapi assistant's full configuration, including its model, voice, transcriber and first message.
- Get file
Returns a file uploaded to Vapi, including its name, size, type, processing status and download URL.
- List assistants
Returns the voice assistants in your Vapi account, optionally filtered by when they were created or last updated.
- List chats
Returns the chats in your Vapi account, optionally filtered by assistant, squad, session or creation/update date.
- List files
Returns the files uploaded to your Vapi account, optionally filtered by purpose.
- List phone numbers
Returns the phone numbers in your Vapi account, optionally filtered by when they were created or updated.
- List tools
Returns the tools configured in your Vapi account, optionally filtered by when they were created or updated.
- Update Call
Updates the name of an existing Vapi call.
- Update phone number
Updates a Vapi phone number's name, the assistant, squad or workflow that answers it, and its provider settings.
- Upload File
Uploads a file to Vapi, for use by assistants or knowledge bases, and returns the stored file record.
- 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
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Questions
Vapi and YNAB, answered
What can start an automation from Vapi?
Any of Vapi's 3 triggers in the catalog, including New Assistant, New Call and New File. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Vapi?
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 Vapi?
Yes. When something happens in YNAB, your agent can act in Vapi too. This page covers both directions: YNAB's triggers and Vapi's actions are listed here as well.
Do I have to build a connector for Vapi 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 Vapi 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.