Integration
Connect Overloop.ai to You Need A Budget
When List Created fires in Overloop.ai, 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 Overloop.ai 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)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 Overloop.ai can start in You Need A Budget
When List Created in Overloop.ai
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 Overloop.ai and You Need A Budget
Triggers and actions 2 triggers · 35 actions
- List Created
Triggers when a new list is created in Overloop.ai.
- New Exclusion List Item
Triggers when a new email address or domain is added to your Overloop exclusion list.
- Add list
Creates a new prospect or organization list in Overloop.
- Add Prospect to Campaign
Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.
- Create Organization
Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.
- Create Prospect
Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.
- Delete list
Permanently deletes a list in Overloop. Prospects that were in the list are kept.
- Delete organization
Permanently deletes an organization in Overloop.ai. This cannot be undone.
- Delete prospect
Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.
- Enroll Prospect
Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.
- Exclude Prospect
Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.
- Get organization
Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.
- Get prospect
Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.
- List automations
Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.
- List users
Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.
- Search List
Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.
- Search Organization
Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.
- Search Prospect
Returns the prospects that match the email, name, job title, location or engagement status you specify.
- Update list
Renames an existing Overloop list and returns the updated list.
- 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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Questions
Overloop.ai and You Need A Budget, answered
What can start an automation from Overloop.ai?
Any of Overloop.ai's 2 triggers in the catalog, including List Created and New Exclusion List Item. 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 Overloop.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 Overloop.ai?
You Need A Budget has no triggers in the catalog today, so automations start in Overloop.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 Overloop.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 Overloop.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.