Integration
Connect Webmecanik Pipeline to You Need A Budget
When New Company fires in Webmecanik Pipeline, 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 Webmecanik Pipeline 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 Webmecanik Pipeline can start in You Need A Budget
When New Company in Webmecanik Pipeline
then Add account in You Need A Budget
When New Contact in Webmecanik Pipeline
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 Webmecanik Pipeline and You Need A Budget
Triggers and actions 6 triggers · 39 actions
Trigger
New CompanyTriggers when a new company is added in Webmecanik Pipeline.
Trigger
New ContactTriggers when a new contact is added in Webmecanik Pipeline.
Trigger
New OpportunityTriggers when a new opportunity is created in Webmecanik Pipeline.
Trigger
Updated CompanyTriggers when a company is updated in Webmecanik Pipeline.
Trigger
Updated ContactTriggers when a contact is created or updated in Webmecanik Pipeline.
Trigger
Updated OpportunityTriggers when an opportunity is created or updated in Webmecanik Pipeline.
Action
Create ActivityCreates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline.
Action
Delete activityDeletes an activity from Webmecanik Pipeline.
Action
Delete companyDeletes a company from Webmecanik Pipeline.
Action
Delete contactDeletes a contact from Webmecanik Pipeline.
Action
Delete opportunityDeletes an opportunity from Webmecanik Pipeline.
Action
Get companyReturns one company by its slug, including its tags and custom fields.
Action
Get contactReturns one contact by its slug, including tags, companies, addresses and custom fields.
Action
Get opportunityReturns one opportunity by its slug, including its pipeline, status, tags and custom fields.
Action
List companiesReturns all companies in your Webmecanik Pipeline account, including their custom fields.
Action
List contactsReturns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number.
Action
List opportunitiesReturns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline.
Action
List pipelinesReturns all sales pipelines visible to the connected Webmecanik Pipeline user.
Action
List statusesReturns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline.
Action
List usersReturns all users in the Webmecanik Pipeline organization, with their name, email and role.
Action
Update activityUpdates an existing activity (call, email, note, appointment) attached to a contact or opportunity.
Action
Update companyUpdates an existing company in Webmecanik Pipeline, changing only the fields you fill in.
Action
Update contactUpdates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact.
Action
Update opportunityUpdates an existing opportunity in Webmecanik Pipeline, changing only the values you supply.
Action
Update or Create CompanyCreates a company, or updates the existing one when a duplicate is found.
Action
Update or Create ContactCreates a contact, or updates the existing contact with the same email address.
Action
Update or Create OpportunityUpdates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record.
Action
Add accountCreate an account.
Action
Add payeeCreate a payee.
Action
Add scheduled transactionCreate a scheduled transaction.
Action
Add transactionCreate a transaction.
Action
Delete transactionDelete a transaction.
Action
Get accountGet an account.
Action
Get planGet a plan with all entities.
Action
Get plan monthGet a plan month with category budgets.
Action
Get transactionGet a transaction by id.
Action
Import transactionsImports available transactions on all linked accounts for a plan, like clicking Import in YNAB.
Action
List accountsList accounts in a plan.
Action
List categoriesList categories grouped.
Action
List payeesList payees.
Action
List plansList all plans (budgets).
Action
List scheduled transactionsList scheduled transactions.
Action
List transactionsList transactions for a plan (since_date, type filters).
Action
Update categoryUpdate a category.
Action
Update transactionUpdate 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
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Questions
Webmecanik Pipeline and You Need A Budget, answered
What can start an automation from Webmecanik Pipeline?
Any of Webmecanik Pipeline's 6 triggers in the catalog, including New Company, New Contact, New Opportunity and Updated Company. 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 Webmecanik Pipeline?
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 Webmecanik Pipeline?
You Need A Budget has no triggers in the catalog today, so automations start in Webmecanik Pipeline. 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 Webmecanik Pipeline 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 Webmecanik Pipeline 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.