--- title: "Connect Gridfox to You Need A Budget - APIANT.ai" description: "When \"Record Created\" fires in Gridfox, your agent runs \"Add account\" in You Need A Budget." canonical: "https://apiant.ai/connect/gridfox-to-you-need-a-budget" --- # Connect Gridfox to You Need A Budget When **Record Created** fires in [Gridfox](https://apiant.ai/connections/gridfox), your agent runs **Add account** in [You Need A Budget](https://apiant.ai/connections/you-need-a-budget). Describe the whole flow and it is built, tested on every scenario and kept running. Gridfox **2** triggers Gridfox **9** actions You Need A Budget **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gridfox and You Need A Budget to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Gridfox can start in You Need A Budget - When **Record Created** in Gridfox then **Add account** in You Need A Budget - When **Record Created or Updated** in Gridfox 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 Gridfox and You Need A Budget ## Triggers and actions 2 triggers · 27 actions - Trigger **Record Created** Triggers when a new record is created. - Trigger **Record Created or Updated** Fires when a record in the chosen Gridfox table is created or updated. - Action **Add record** Create a record in a table. - Action **Add user** Add a user to the project. - Action **Delete record** Delete a record. - Action **Find records** Search records in a table by search parameters. - Action **Get record** Get a record by reference field value. - Action **Get record audit** Get audit history for a record. - Action **List tables** List tables in the project. - Action **List User Groups** lists the project's user groups with their member users (id, email). - Action **Update record** Update a record by reference field value. - Action **Add account** Create an account. - Action **Add payee** Create a payee. - Action **Add scheduled transaction** Create a scheduled transaction. - Action **Add transaction** Create a transaction. - Action **Delete transaction** Delete a transaction. - Action **Get account** Get an account. - Action **Get plan** Get a plan with all entities. - Action **Get plan month** Get a plan month with category budgets. - Action **Get transaction** Get a transaction by id. - Action **Import transactions** Imports available transactions on all linked accounts for a plan, like clicking Import in YNAB. - Action **List accounts** List accounts in a plan. - Action **List categories** List categories grouped. - Action **List payees** List payees. - Action **List plans** List all plans (budgets). - Action **List scheduled transactions** List scheduled transactions. - Action **List transactions** List transactions for a plan (since_date, type filters). - Action **Update category** Update a category. - Action **Update transaction** Update a transaction. ## Each app on its own - [ **Gridfox** Manage your work, your way with Gridfox. The tool for team collaboration that helps you build custom...](https://apiant.ai/connections/gridfox) - [ **You Need A Budget** REST API for personal budgeting software, providing access to budgets, accounts, categories, transactions...](https://apiant.ai/connections/you-need-a-budget) Reviews ## What our customers say ## More from Gridfox - [ **Gridfox to Checkly** Synthetic monitoring platform for uptime, API, and browser checks with alerting and status pages.](https://apiant.ai/connect/gridfox-to-checkly) - [ **Gridfox to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gridfox-to-hubspot) - [ **Gridfox to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gridfox-to-salesforce) - [ **Gridfox to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gridfox-to-slack) - [ **Gridfox to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/gridfox-to-mailchimp) - [ **Gridfox to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/gridfox-to-stripe) ## More into You Need A Budget - [ **HubSpot to You Need A Budget** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-you-need-a-budget) - [ **Salesforce to You Need A Budget** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-you-need-a-budget) - [ **Slack to You Need A Budget** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-you-need-a-budget) - [ **Google Sheets to You Need A Budget** Google Sheets](https://apiant.ai/connect/google-sheets-to-you-need-a-budget) - [ **Gmail to You Need A Budget** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-you-need-a-budget) - [ **Google Calendar to You Need A Budget** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-you-need-a-budget) Questions ## Gridfox and You Need A Budget, answered ### ### What can start an automation from Gridfox? Any of Gridfox's 2 triggers in the catalog, including Record Created and Record Created or 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 Gridfox? 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 Gridfox? You Need A Budget has no triggers in the catalog today, so automations start in Gridfox. 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 Gridfox 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 Gridfox 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.