CONNECT APP
Build with You Need a Budget
Business Management
- OAuth
MCP
Give your agent You Need a Budget tools
Every You Need a Budget action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's You Need a Budget account for each tool call — you store no tokens.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "you_need_a_budget",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// e.g. run Create Transaction:
const result = await mcp.callTool({
name: "you_need_a_budget-create-transaction",
arguments: {
budgetId: "Budget ID",
accountId: "Account ID",
},
})# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
"Authorization": f"Bearer {access_token}",
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", # any stable ID for this user in your system
"x-pd-app-slug": "you_need_a_budget",
}
async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
async with ClientSession(read, write) as session:
await session.initialize()
tools = await session.list_tools()
# e.g. run Create Transaction:
result = await session.call_tool("you_need_a_budget-create-transaction", {
"budgetId": "Budget ID",
"accountId": "Account ID",
})API PROXY
Call the You Need a Budget API directly
For an endpoint with no pre-built tool, the Connect proxy forwards your request to the You Need a Budget API with the connected user's credentials attached. You store no tokens and write no refresh logic.
const resp = await pd.proxy.get({
externalUserId: "{external_user_id}", // any stable ID for this user in your system
accountId: "apn_xxxxxxx",
url: "https://api.youneedabudget.com/v1/user",
})
// Any allowed You Need a Budget endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.# The path segment is the target URL, URL-safe base64 encoded:
# https://api.youneedabudget.com/v1/user
curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkueW91bmVlZGFidWRnZXQuY29tL3YxL3VzZXI?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
-H "Authorization: Bearer {access_token}" \
-H "x-pd-environment: production"SDK
Run You Need a Budget actions from your backend
Connect a user's You Need a Budget account once, then run Create Transaction on their behalf from your own code — TypeScript, Python, or plain HTTP.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "you_need_a_budget-create-transaction",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
you_need_a_budget: { authProvisionId: "apn_xxxxxxx" },
budgetId: "Budget ID",
accountId: "Account ID",
},
})from pipedream import Pipedream
pd = Pipedream(
client_id="{oauth_client_id}",
client_secret="{oauth_client_secret}",
project_id="{project_id}",
project_environment="production",
)
result = pd.actions.run(
id="you_need_a_budget-create-transaction",
external_user_id="{external_user_id}", # any stable ID for this user in your system
configured_props={
"you_need_a_budget": {"authProvisionId": "apn_xxxxxxx"},
"budgetId": "Budget ID",
"accountId": "Account ID",
},
)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "you_need_a_budget-create-transaction",
"configured_props": {
"you_need_a_budget": { "authProvisionId": "apn_xxxxxxx" },
"budgetId": "Budget ID",
"accountId": "Account ID"
}
}'TOOLS
You Need a Budget actions
On-demand operations your product or agent can configure and run on behalf of a connected user.
-
Create Transaction
actionCreates a single transaction. See the docsWritev0.0.4 -
Get Account
actionGet an account specified by ID. See the docsRead-onlyv0.0.3 -
List Accounts
actionList all accounts for a specific budget. See the docsRead-onlyv0.0.3 -
List Budget ID Options
actionRetrieves available options for the Budget ID field.Read-onlyv0.0.1 -
Update Category Budget
actionUpdate a category budget for a specific month. See the docsWritev0.0.4 -
Update Transaction
actionUpdate an existing transaction. See the docsWritev0.0.4
EVENTS
You Need a Budget triggers
Event sources your backend can deploy for users and receive through a webhook.
-
Category Overspent
triggerEmit new event when a category budget is overspentv0.0.4 -
Low Account Balance
triggerEmit new event when an account balance drops below a certain amountv0.0.4 -
Low Category Balance
triggerEmit new event when a category balance drops below a certain amountv0.0.4 -
New or Updated Transaction
triggerEmit new event for every new or updated transaction. See the docsv0.0.4 -
New Spending In Account
triggerEmit new event for every spending in an account. See the docsv0.0.4 -
New Spending In Category
triggerEmit new event for every spending in a category. See the docsv0.0.4
MULTI-APP
Use You Need a Budget with other popular apps
Most products don't stop at one integration. Pair You Need a Budget with the other apps your users rely on, and ship use cases that span both.
REFERENCE
App details
Reference metadata for the You Need a Budget connector in the Pipedream registry.
- App slug
- you_need_a_budget
- Authentication
- OAuth
- Categories
- Business Management
- Actions
- 6
- Triggers
- 6
- API proxy
- Available