--- title: "Connect Insighto.ai to You Need A Budget - APIANT.ai" description: "When \"New Contact\" fires in Insighto.ai, your agent runs \"Add account\" in You Need A Budget." canonical: "https://apiant.ai/connect/insighto-ai-to-you-need-a-budget" --- # Connect Insighto.ai to You Need A Budget When **New Contact** fires in [Insighto.ai](https://apiant.ai/connections/insighto-ai), 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. Insighto.ai **1** trigger Insighto.ai **12** 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 Insighto.ai 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 Insighto.ai can start in You Need A Budget - When **New Contact** in Insighto.ai then **Add account** in You Need A Budget - When **New Contact** in Insighto.ai 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 Insighto.ai and You Need A Budget ## Triggers and actions 1 trigger · 30 actions - Trigger **New Contact** Triggers when a new contact is created. - Action **Add assistant** /api/v1/assistant - create an assistant. - Action **Add data source** /api/v1/datasource - create a data source. - Action **Add Text Blob Into Data Source** Adds a text blob into an existing Data Source. - Action **Create Contact** Creates a Contact in the system. - Action **Delete contact** /api/v1/contact/{contact_id} - delete a contact. - Action **Get contact** /api/v1/contact/{contact_id} - retrieve a contact by id. - Action **Get data source** Retrieve a single data source by its id. - Action **List assistants** /api/v1/assistant - list assistants. - Action **List contacts** Lists contacts in the Insighto.ai account. - Action **List data source files** List the files/text blobs in a data source. - Action **Update assistant** /api/v1/assistant/{assistant_id} - update an assistant. - Action **Update contact** /api/v1/contact/{contact_id} - update a contact. - 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 - [ **Insighto.ai** Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows](https://apiant.ai/connections/insighto-ai) - [ **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 Insighto.ai - [ **Insighto.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/insighto-ai-to-salesforce) - [ **Insighto.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/insighto-ai-to-slack) - [ **Insighto.ai to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/insighto-ai-to-mailchimp) - [ **Insighto.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/insighto-ai-to-stripe) - [ **Insighto.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/insighto-ai-to-shopify) - [ **Insighto.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/insighto-ai-to-quickbooks-online) ## 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 ## Insighto.ai and You Need A Budget, answered ### ### What can start an automation from Insighto.ai? Any of Insighto.ai's 1 trigger in the catalog, including New Contact. 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 Insighto.ai? 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 Insighto.ai? You Need A Budget has no triggers in the catalog today, so automations start in Insighto.ai. 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 Insighto.ai 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 Insighto.ai 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.