--- title: "Connect SOLAPI to You Need A Budget - APIANT.ai" description: "When \"New Record\" fires in SOLAPI, your agent runs \"Add account\" in You Need A Budget." canonical: "https://apiant.ai/connect/solapi-to-you-need-a-budget" --- # Connect SOLAPI to You Need A Budget When **New Record** fires in [SOLAPI](https://apiant.ai/connections/solapi), 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. SOLAPI **2** triggers SOLAPI **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 SOLAPI 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 SOLAPI can start in You Need A Budget - When **New Record** in SOLAPI then **Add account** in You Need A Budget - When **Updated Record** in SOLAPI 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 SOLAPI and You Need A Budget ## Triggers and actions 2 triggers · 27 actions - Trigger **New Record** Triggers when a new record is created in a SOLAPI CRM entity. - Trigger **Updated Record** Triggers when a record is created or changed in a SOLAPI CRM entity. - Action **Add Record Activity** Adds an activity (call, email, meeting, note, task and so on) to a CRM record. - Action **Create Record** Creates a record in a SOLAPI CRM entity. - Action **Delete Record** Deletes a CRM record. - Action **Find Messages** Finds sent messages and their delivery status by ID, group, number, type or date. - Action **Find Records** Finds CRM records by entity, keyword or segment. - Action **Get Balance** Returns the account cash and point balance. - Action **Get Record** Returns one CRM record. - Action **Update Record** Updates a CRM record. Only the fields you give change. - Action **Update Record Property** Sets one property value on a CRM record. - 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 - [ **SOLAPI** SOLAPI app for sending text messages with KakaoTalk.](https://apiant.ai/connections/solapi) - [ **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 SOLAPI - [ **SOLAPI to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/solapi-to-stripe) - [ **SOLAPI to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/solapi-to-trello) - [ **SOLAPI to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/solapi-to-zoom) - [ **SOLAPI to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/solapi-to-twilio) - [ **SOLAPI to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/solapi-to-typeform) - [ **SOLAPI to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/solapi-to-webflow) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## SOLAPI and You Need A Budget, answered ### ### What can start an automation from SOLAPI? Any of SOLAPI's 2 triggers in the catalog, including New Record and Updated Record. 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 SOLAPI? 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 SOLAPI? You Need A Budget has no triggers in the catalog today, so automations start in SOLAPI. 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 SOLAPI 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 SOLAPI 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.