Integration
Connect Altoviz to You Need A Budget
When something happens in Altoviz, your agent does the next thing in You Need A Budget. Describe it 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 Altoviz and You Need A Budget to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Altoviz can start in You Need A Budget
When Contact in Altoviz
then Add account in You Need A Budget
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 Altoviz and You Need A Budget
Triggers and actions 5 triggers · 50 actions
- Contact
Triggers when a contact is created, updated or deleted.
- Customer
Triggers when a customer is created, updated or deleted.
- Product
Triggers when a product is created, updated or deleted.
- Sales Invoice
Triggers when a sales invoice is created, updated or deleted.
- Sales Quote
Triggers when a sales quote is created, updated or deleted.
- Create Contact
Creates a new contact.
- Create Customer
Creates a new customer.
- Create Customer Family
Creates a new customer family.
- Create Draft Sales Invoice
Creates a new draft sales invoice.
- Create Product Family
Creates a new product family.
- Create Receipt
Creates a new receipt.
- Create Sales Credit
Creates a new sales credit.
- Create Sales Quote
Creates a new sales quote.
- Create Supplier
Creates a new supplier.
- Delete Contact
Delete an existing contact.
- Delete Customer
Delete an existing customer.
- Delete Customer Family
Delete an existing customer family.
- Delete Product
Delete an existing product.
- Delete Product Family
Delete an existing product family.
- Delete Receipt
Delete an existing receipt.
- Delete Sales Credit
Delete an existing sales credit.
- Delete Sales Invoice
Delete an existing draft sales invoice.
- Delete Sales Quote
Delete an existing sales quote.
- Delete Supplier
Delete an existing supplier.
- Download Purchase Invoice
Download a purchase invoice.
- Download Sales Invoice
Download a sales invoice.
- Download Sales Quote
Download a sales quote.
- Find Contact
Find a contact by email, optionally create a contact if none is found.
- Find Product
Find a product by number, optionally create a product if none is found.
- Get Customer Family
Returns a customer family by its id: label, number and internal id.
- Get Product Family
Returns a product family by its id: label and number.
- Get Settings
Returns the Altoviz account's application settings (company, accounting, sales, VAT, e-invoicing, emailing, general and social settings).
- Update Customer
Update an existing customer.
- Update Product
Update an existing product.
- Update Receipt
Update an existing receipt.
- Update Supplier
Update an existing supplier.
- Upload Purchase Invoice
Upload a purchase invoice.
- Add account
Create an account.
- Add payee
Create a payee.
- Add scheduled transaction
Create a scheduled transaction.
- Add transaction
Create a transaction.
- Delete transaction
Delete a transaction.
- Get account
Get an account.
- Get plan
Get a plan with all entities.
- Get plan month
Get a plan month with category budgets.
- Get transaction
Get a transaction by id.
- Import transactions
Imports available transactions on all linked accounts for a plan, like clicking Import in YNAB.
- List accounts
List accounts in a plan.
- List categories
List categories grouped.
- List payees
List payees.
- List plans
List all plans (budgets).
- List scheduled transactions
List scheduled transactions.
- List transactions
List transactions for a plan (since_date, type filters).
- Update category
Update a category.
- Update transaction
Update a transaction.
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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More into You Need A Budget
Questions
Altoviz and You Need A Budget, answered
What can start an automation from Altoviz?
Any of Altoviz's 5 triggers in the catalog, including Contact, Customer, Product and Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in You Need A Budget when something happens in Altoviz?
Any of You Need A Budget's 18 actions, including Update category, Update transaction, Add account and Add payee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from You Need A Budget to Altoviz?
You Need A Budget has no triggers in the catalog today, so automations start in Altoviz. If you need the other direction, ask: your agent reads You Need A Budget's API documentation and adds it.
Do I have to build a connector for Altoviz or You Need A Budget?
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.
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.