App

Connect You Need A Budget to any app

REST API for personal budgeting software, providing access to budgets, accounts, categories, transactions, and payees.

Connects with an API keyyouneedabudget.com

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 to automate with You Need A Budget?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

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)
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)

Pair it

Connect You Need A Budget with another app

What your agent can do with You Need A Budget

Triggers and actions 18 actions

  • 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.

Reviews

What our customers say

Questions

You Need A Budget, answered

What can your agent do in You Need A Budget?

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.

Which apps can You Need A Budget connect to?

Any app in the catalog; the list on this page pairs You Need A Budget with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.