Integration
Connect Waitwhile and YNAB
When New customer fires in Waitwhile, your agent runs Create Transaction in YNAB, or Goal Completed in YNAB to Add customer note in Waitwhile. 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 Waitwhile 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 Waitwhile and YNAB can do together
From Waitwhile to YNAB
When New customer in Waitwhile
then Create Transaction in YNAB
When New customer in Waitwhile
then Budget to a Category in YNAB
From YNAB to Waitwhile
When Goal Completed in YNAB
then Add customer note in Waitwhile
When New Account in YNAB
then Create Customer in Waitwhile
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 Waitwhile and YNAB
Triggers and actions 15 triggers · 23 actions
Trigger
New customerTriggered when a new customer is created in Waitwhile.
Action
Add customer noteAdds a note entry to a Waitwhile customer, optionally tied to a location or visit.
Action
Add locationCreates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record.
Action
Add resourceCreates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource.
Action
Add serviceCreates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created.
Action
Create CustomerCreates a customer in Waitwhile from their name and contact details, and returns the new customer record.
Action
Create or Update a VisitCreates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit.
Action
Delete a VisitDeletes a visit by its ID.
Action
Delete customerDeletes a Waitwhile customer by ID.
Action
Fetch CustomerReturns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata.
Action
Fetch LocationReturns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name.
Action
Fetch ResourceReturns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services.
Action
Fetch ServiceReturns one Waitwhile service with its name, price, duration, availability settings, hours and locations.
Action
Fetch VisitReturns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields.
Action
Find UserReturns up to 100 Waitwhile users whose email address starts with the text you provide.
Action
Find visits by criteriaReturns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range.
Action
List booking slotsReturns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot.
Action
Search for CustomerReturns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range.
Action
Search for UserReturns the Waitwhile users whose email address starts with the text you provide, up to 100 users.
Action
Update customerUpdates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer.
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
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Questions
Waitwhile and YNAB, answered
What can start an automation from Waitwhile?
Any of Waitwhile's 1 trigger in the catalog, including New customer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in YNAB when something happens in Waitwhile?
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 Waitwhile?
Yes. When something happens in YNAB, your agent can act in Waitwhile too. This page covers both directions: YNAB's triggers and Waitwhile's actions are listed here as well.
Do I have to build a connector for Waitwhile 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 Waitwhile 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.