Integration
Connect Grassrootz to You Need A Budget
When Donation Received fires in Grassrootz, your agent runs Add account in You Need A Budget. 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 Grassrootz and You Need A Budget 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Grassrootz can start in You Need A Budget
When Donation Received in Grassrootz
then Add account in You Need A Budget
When Donation Updated in Grassrootz
then Add payee 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 Grassrootz and You Need A Budget
Triggers and actions 6 triggers · 30 actions
Trigger
Donation ReceivedTriggers when a new donation is received in any of your Grassrootz campaigns.
Trigger
Donation UpdatedTriggers when a donation is updated in any of your Grassrootz campaigns.
Trigger
Fundraiser CreatedTriggers when a new fundraiser page is created in any of your Grassrootz campaigns.
Trigger
Fundraiser UpdatedTriggers when a fundraiser page is updated in any of your Grassrootz campaigns.
Trigger
Sale ReceivedTriggers when a new sale (ticket or merchandise order) is made in any of your Grassrootz campaigns.
Trigger
Sale UpdatedTriggers when a sale is updated in any of your Grassrootz campaigns.
Action
Add donationCreates a donation (for example an offline donation or pledge) on a Grassrootz campaign, fundraiser, team or collection page.
Action
Create FundraiserCreates a live fundraiser page for a person on a Grassrootz campaign.
Action
Create LeadCreates a lead (a prospective donor or buyer) on a Grassrootz campaign.
Action
Find campaigns by criteriaSearches your Grassrootz campaigns by text and filter criteria and returns the matching campaigns.
Action
Find donations by criteriaFinds donations matching search text and field conditions, returning up to 100 matching donations and the total match count.
Action
Find fundraisers by criteriaReturns the fundraisers that match your search text and field conditions, with the total number of matches.
Action
Get campaignReturns a Grassrootz campaign by its ID, including its name, status, target and amounts raised.
Action
Get DonationReturns one Grassrootz donation by its ID, including amount, campaign, fundraiser and donor display name.
Action
Get FundraiserReturns one Grassrootz fundraiser page by its ID, including amount raised and target.
Action
Get SaleReturns one Grassrootz sale (ticket or merchandise order) by its ID.
Action
Update donationUpdates selected details of an existing Grassrootz donation, such as the donor message, display name or donor contact details. Fields left blank are not changed.
Action
Update fundraiserUpdates an existing fundraiser page, changing only the details you fill in, such as its name, target amount, status or visibility.
Action
Add accountCreate an account.
Action
Add payeeCreate a payee.
Action
Add scheduled transactionCreate a scheduled transaction.
Action
Add transactionCreate a transaction.
Action
Delete transactionDelete a transaction.
Action
Get accountGet an account.
Action
Get planGet a plan with all entities.
Action
Get plan monthGet a plan month with category budgets.
Action
Get transactionGet a transaction by id.
Action
Import transactionsImports available transactions on all linked accounts for a plan, like clicking Import in YNAB.
Action
List accountsList accounts in a plan.
Action
List categoriesList categories grouped.
Action
List payeesList payees.
Action
List plansList all plans (budgets).
Action
List scheduled transactionsList scheduled transactions.
Action
List transactionsList transactions for a plan (since_date, type filters).
Action
Update categoryUpdate a category.
Action
Update transactionUpdate 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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Questions
Grassrootz and You Need A Budget, answered
What can start an automation from Grassrootz?
Any of Grassrootz's 6 triggers in the catalog, including Donation Received, Donation Updated, Fundraiser Created and Fundraiser Updated. 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 Grassrootz?
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 Grassrootz?
You Need A Budget has no triggers in the catalog today, so automations start in Grassrootz. 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 Grassrootz 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.
Can my AI client use Grassrootz and You Need A Budget 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.