Integration
Connect Previsto to You Need A Budget
When something happens in Previsto, 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 Previsto 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 Previsto can start in You Need A Budget
When Completed Assignment in Previsto
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 Previsto and You Need A Budget
Triggers and actions 5 triggers · 31 actions
- Completed Assignment
Triggers when an assignment is marked as completed in Previsto.
- Created Agreement
Triggers when a new service agreement is created in Previsto.
- Created Assignment
Triggers when a new assignment is created in Previsto.
- Created Contact
Triggers when a new contact is created in your Previsto account, and hands on that contact's details.
- Updated Contact
Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
- Create Agreement
Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
- Create Assignment
Creates an assignment in Previsto for a customer and returns the created assignment.
- Create Contact
Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
- Delete agreement
Deletes a service agreement from Previsto.
- Delete assignment
Deletes an assignment from Previsto.
- Delete contact
Deletes a contact from Previsto.
- Get account
Returns a single Previsto account, including its contact details, roles and location.
- Get agreement
Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
- Get assignment
Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
- Get contact
Returns a single Previsto contact, including its address, billing settings and notification preferences.
- List contacts
Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
- Update agreement
Updates a service agreement in Previsto and returns the updated agreement.
- Update contact
Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
- 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
Previsto and You Need A Budget, answered
What can start an automation from Previsto?
Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created 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 Previsto?
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 Previsto?
You Need A Budget has no triggers in the catalog today, so automations start in Previsto. 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 Previsto 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.