Integration
Connect YNAB to Botdog
When Goal Completed fires in YNAB, your agent runs Add Contact to a Campaign in Botdog. 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 YNAB and Botdog 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 YNAB can start in Botdog
When Goal Completed in YNAB
then Add Contact to a Campaign in Botdog
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 YNAB and Botdog
Triggers and actions 14 triggers · 34 actions
- 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.
- Add blacklist
Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
- Add campaign
Creates a new outreach campaign in Botdog, optionally with a start and end date.
- Add Contact to a Campaign
Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
- Add leads to blacklist
Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
- Add leads to campaign
Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
- Add leads to list
Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
- Add list
Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
- Add snippet
Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
- Archive campaign
Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
- Delete campaign
Deletes a Botdog campaign. It disappears immediately and is removed in the background.
- Delete snippet
Deletes one of your own message snippets in Botdog.
- Get campaign
Returns one Botdog campaign by id, with its name, status, owner and schedule.
- Get campaign sequence
Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
- Get campaign statistics
Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
- Get lead
Returns one lead by id, including profile details, campaign status and the lead's full event history.
- Get list
Returns one Botdog lead list by id, with its name and lead count.
- List campaign leads
Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
- List campaigns
Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.
- List leads
Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
- List leads in list
Returns the leads in a Botdog lead list.
- List paused campaign activities
Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
- List snippets
Returns the message snippets visible to the connected Botdog user, both personal and team-shared.
- Pause campaign activities
Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
- Remove leads from blacklist
Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
- Remove leads from list
Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
- Resume campaign activities
Resumes specific activity types on a Botdog campaign that were paused individually.
- Stop lead
Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
- Update campaign
Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
- Update lead
Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
- Update snippet
Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.
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
YNAB and Botdog, answered
What can start an automation from YNAB?
Any of YNAB's 14 triggers in the catalog, including Goal Completed, New Account, New Category and New or Updated Account. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Botdog when something happens in YNAB?
Any of Botdog's 30 actions, including Update campaign, Update lead, Update snippet and Add blacklist. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Botdog to YNAB?
Botdog has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Botdog's API documentation and adds it.
Do I have to build a connector for YNAB or Botdog?
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 YNAB and Botdog 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.