--- title: "You Need A Budget integrations and MCP server - APIANT.ai" description: "Connect You Need A Budget to any other app, or use it from your AI client over MCP. REST API for personal budgeting software, providing access to budgets..." canonical: "https://apiant.ai/connections/you-need-a-budget" --- # You Need A Budget integrations Connect You Need A Budget to any other app, or use it from your AI client over MCP. REST API for personal budgeting software, providing access to budgets, accounts, categories, transactions, and payees. Connects with an API key [youneedabudget.com](https://youneedabudget.com/) **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 to automate with You Need A Budget? 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) Popular ## You Need A Budget with the apps people pair it with most - [ **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) - [ **Google Drive to You Need A Budget** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-you-need-a-budget) - [ **Mailchimp to You Need A Budget** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-you-need-a-budget) Pair it ## Connect You Need A Budget with another app - [ **HubSpot to You Need A Budget**](https://apiant.ai/connect/hubspot-to-you-need-a-budget) - [ **Salesforce to You Need A Budget**](https://apiant.ai/connect/salesforce-to-you-need-a-budget) - [ **Slack to You Need A Budget**](https://apiant.ai/connect/slack-to-you-need-a-budget) - [ **Google Sheets to You Need A Budget**](https://apiant.ai/connect/google-sheets-to-you-need-a-budget) - [ **Gmail to You Need A Budget**](https://apiant.ai/connect/gmail-to-you-need-a-budget) - [ **Google Calendar to You Need A Budget**](https://apiant.ai/connect/google-calendar-to-you-need-a-budget) - [ **Google Drive to You Need A Budget**](https://apiant.ai/connect/google-drive-to-you-need-a-budget) - [ **Mailchimp to You Need A Budget**](https://apiant.ai/connect/mailchimp-to-you-need-a-budget) - [ **Stripe to You Need A Budget**](https://apiant.ai/connect/stripe-to-you-need-a-budget) - [ **Shopify to You Need A Budget**](https://apiant.ai/connect/shopify-to-you-need-a-budget) - [ **QuickBooks Online to You Need A Budget**](https://apiant.ai/connect/quickbooks-online-to-you-need-a-budget) - [ **Pipedrive to You Need A Budget**](https://apiant.ai/connect/pipedrive-to-you-need-a-budget) - [ **ActiveCampaign to You Need A Budget**](https://apiant.ai/connect/activecampaign-to-you-need-a-budget) - [ **Notion to You Need A Budget**](https://apiant.ai/connect/notion-to-you-need-a-budget) - [ **Airtable to You Need A Budget**](https://apiant.ai/connect/airtable-to-you-need-a-budget) - [ **Trello to You Need A Budget**](https://apiant.ai/connect/trello-to-you-need-a-budget) - [ **Asana to You Need A Budget**](https://apiant.ai/connect/asana-to-you-need-a-budget) - [ **JIRA to You Need A Budget**](https://apiant.ai/connect/jira-to-you-need-a-budget) - [ **ClickUp to You Need A Budget**](https://apiant.ai/connect/clickup-to-you-need-a-budget) - [ **Zoom to You Need A Budget**](https://apiant.ai/connect/zoom-to-you-need-a-budget) - [ **Discord to You Need A Budget**](https://apiant.ai/connect/discord-to-you-need-a-budget) - [ **Twilio to You Need A Budget**](https://apiant.ai/connect/twilio-to-you-need-a-budget) - [ **SendGrid to You Need A Budget**](https://apiant.ai/connect/sendgrid-to-you-need-a-budget) - [ **Outlook to You Need A Budget**](https://apiant.ai/connect/outlook-to-you-need-a-budget) - [ **Intercom to You Need A Budget**](https://apiant.ai/connect/intercom-to-you-need-a-budget) - [ **Freshdesk to You Need A Budget**](https://apiant.ai/connect/freshdesk-to-you-need-a-budget) - [ **Klaviyo to You Need A Budget**](https://apiant.ai/connect/klaviyo-to-you-need-a-budget) - [ **Brevo to You Need A Budget**](https://apiant.ai/connect/brevo-to-you-need-a-budget) - [ **Typeform to You Need A Budget**](https://apiant.ai/connect/typeform-to-you-need-a-budget) - [ **JotForm to You Need A Budget**](https://apiant.ai/connect/jotform-to-you-need-a-budget) - [ **Calendly to You Need A Budget**](https://apiant.ai/connect/calendly-to-you-need-a-budget) - [ **PandaDoc to You Need A Budget**](https://apiant.ai/connect/pandadoc-to-you-need-a-budget) - [ **Webflow to You Need A Budget**](https://apiant.ai/connect/webflow-to-you-need-a-budget) - [ **Wix to You Need A Budget**](https://apiant.ai/connect/wix-to-you-need-a-budget) - [ **Instagram to You Need A Budget**](https://apiant.ai/connect/instagram-to-you-need-a-budget) - [ **OpenAI to You Need A Budget**](https://apiant.ai/connect/openai-to-you-need-a-budget) - [ **OneDrive to You Need A Budget**](https://apiant.ai/connect/onedrive-to-you-need-a-budget) - [ **Google Docs to You Need A Budget**](https://apiant.ai/connect/google-docs-to-you-need-a-budget) - [ **Ontraport to You Need A Budget**](https://apiant.ai/connect/ontraport-to-you-need-a-budget) - [ **Freshworks CRM to You Need A Budget**](https://apiant.ai/connect/freshworks-crm-to-you-need-a-budget) - [ **GoHighLevel to You Need A Budget**](https://apiant.ai/connect/gohighlevel-to-you-need-a-budget) - [ **Capsule CRM to You Need A Budget**](https://apiant.ai/connect/capsule-crm-to-you-need-a-budget) - [ **Copper to You Need A Budget**](https://apiant.ai/connect/copper-to-you-need-a-budget) - [ **Streak to You Need A Budget**](https://apiant.ai/connect/streak-to-you-need-a-budget) - [ **NetHunt CRM to You Need A Budget**](https://apiant.ai/connect/nethunt-crm-to-you-need-a-budget) - [ **MINDBODY to You Need A Budget**](https://apiant.ai/connect/mindbody-to-you-need-a-budget) - [ **PostgreSQL to You Need A Budget**](https://apiant.ai/connect/postgresql-to-you-need-a-budget) - [ **MySQL to You Need A Budget**](https://apiant.ai/connect/mysql-to-you-need-a-budget) - [ **Vercel to You Need A Budget**](https://apiant.ai/connect/vercel-to-you-need-a-budget) - [ **PagerDuty to You Need A Budget**](https://apiant.ai/connect/pagerduty-to-you-need-a-budget) - [ **Gravity Forms to You Need A Budget**](https://apiant.ai/connect/gravity-forms-to-you-need-a-budget) - [ **HubSpot Enterprise to You Need A Budget**](https://apiant.ai/connect/hubspot-enterprise-to-you-need-a-budget) - [ **Google Forms to You Need A Budget**](https://apiant.ai/connect/google-forms-to-you-need-a-budget) - [ **Facebook Lead Ads to You Need A Budget**](https://apiant.ai/connect/facebook-lead-ads-to-you-need-a-budget) - [ **monday.com to You Need A Budget**](https://apiant.ai/connect/monday-com-to-you-need-a-budget) - [ **Google Ads to You Need A Budget**](https://apiant.ai/connect/google-ads-to-you-need-a-budget) - [ **Google Tasks to You Need A Budget**](https://apiant.ai/connect/google-tasks-to-you-need-a-budget) - [ **Telegram to You Need A Budget**](https://apiant.ai/connect/telegram-to-you-need-a-budget) - [ **MailerLite to You Need A Budget**](https://apiant.ai/connect/mailerlite-to-you-need-a-budget) - [ **Google Contacts to You Need A Budget**](https://apiant.ai/connect/google-contacts-to-you-need-a-budget) 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 ### ### Is there a You Need A Budget MCP server? APIANT's MCP server at https://mcp.apiant.ai works with You Need A Budget. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run You Need A Budget actions on demand, or have APIANT build, test and run automations that use You Need A Budget. Nothing to install. ### ### 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. ### ### Can I use You Need A Budget directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with You Need A Budget two ways. Ask it to do something in You Need A Budget 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the You Need A Budget API? No. APIANT connects to the You Need A Budget API for you, with your You Need A Budget API key. Describe what you want in plain language and your agent builds it on the You Need A Budget triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the You Need A Budget API documentation and adds it. ### ### 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.