--- title: "Connect SureForms to You Need A Budget - APIANT.ai" description: "When \"New Form Submission\" fires in SureForms, your agent runs \"Add account\" in You Need A Budget." canonical: "https://apiant.ai/connect/sureforms-to-you-need-a-budget" --- # Connect SureForms to You Need A Budget When **New Form Submission** fires in [SureForms](https://apiant.ai/connections/sureforms), 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. SureForms **1** trigger SureForms **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 SureForms 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 SureForms can start in You Need A Budget - When **New Form Submission** in SureForms then **Add account** in You Need A Budget - When **New Form Submission** in SureForms 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 SureForms and You Need A Budget ## Triggers and actions 1 trigger · 27 actions - Trigger **New Form Submission** Triggers when there is a new form submission on your website. - Action **Add form** Creates a new SureForms form with the given title and fields. - Action **Delete entry** Permanently deletes one or more SureForms form entries. - Action **Delete form** Permanently deletes a SureForms form. - Action **Get entry** Returns a single SureForms form entry (submission) by its ID. - Action **Get form** Returns the details of a single SureForms form, including its fields and settings. - Action **List entries** Returns the form entries (submissions) on your SureForms site. - Action **List forms** Returns all forms on the connected SureForms site. - Action **Update entry** Marks one or more SureForms form entries as read or unread. - Action **Update form** Changes a SureForms form's title or status. - 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 - [ **SureForms** SureForms is a drag-and-drop form builder that helps you create forms, such as contact, feedback, lead...](https://apiant.ai/connections/sureforms) - [ **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 SureForms - [ **SureForms to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sureforms-to-trello) - [ **SureForms to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sureforms-to-zoom) - [ **SureForms to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sureforms-to-twilio) - [ **SureForms to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sureforms-to-typeform) - [ **SureForms to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sureforms-to-webflow) - [ **SureForms to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/sureforms-to-wix) ## 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 ## SureForms and You Need A Budget, answered ### ### What can start an automation from SureForms? Any of SureForms's 1 trigger in the catalog, including New Form Submission. 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 SureForms? 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 SureForms? You Need A Budget has no triggers in the catalog today, so automations start in SureForms. 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 SureForms 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 SureForms 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.