--- title: "Connect Avaza to Lunch Money - APIANT.ai" description: "When \"Company Updated\" fires in Avaza, your agent runs \"Create a Manual Account\" in Lunch Money." canonical: "https://apiant.ai/connect/avaza-to-lunch-money" --- # Connect Avaza to Lunch Money When **Company Updated** fires in [Avaza](https://apiant.ai/connections/avaza), your agent runs **Create a Manual Account** in [Lunch Money](https://apiant.ai/connections/lunch-money). Describe the whole flow and it is built, tested on every scenario and kept running. Avaza **25** triggers Avaza **47** actions Lunch Money **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Avaza and Lunch Money 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 Avaza can start in Lunch Money - When **Company Updated** in Avaza then **Create a Manual Account** in Lunch Money - When **Contact Updated** in Avaza then **Create a New Category or Category Group** in Lunch Money 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 Avaza and Lunch Money ## Triggers and actions 25 triggers · 69 actions - Trigger **Company Updated** Triggers when a company is updated in Avaza, delivering a snapshot of the company. - Trigger **Contact Updated** Triggers when a contact is updated in Avaza. - Trigger **Estimate Deleted** Triggers when an estimate (quote) is deleted in Avaza. - Trigger **Estimate Updated** Triggers when an estimate (quote) is updated in Avaza. - Trigger **Expense Deleted** Triggers when an expense is deleted in Avaza. - Trigger **Expense Updated** Triggers when an expense is updated in Avaza. - Trigger **Invoice Sent** Triggers when an invoice is sent (or marked as sent) in Avaza. - Trigger **Invoice Update** Triggers when an invoice is updated in Avaza. - Trigger **New Bill Created** Triggers when a new supplier bill is created in Avaza. - Trigger **New Company** Triggers when a new company is created in Avaza. - Trigger **New Contact** Triggers when a new contact is created in Avaza. - Trigger **New Estimate Created** Triggers when a new estimate (quote) is created in Avaza. - Trigger **New Expense Created** Triggers when a new expense is created in Avaza. - Trigger **New Invoice Created** Triggers when a new invoice is created in Avaza. - Trigger **New Project** Triggers when a new project is created in Avaza. - Trigger **New Schedule Series Created** Triggers when a schedule series (a project booking or leave) is created in Avaza. - Trigger **New Task Created** Triggers when a new task is created in Avaza. - Trigger **New Timesheet Entry** Triggers when a timesheet entry is created in Avaza. - Trigger **Project Updated** Triggers when a project is updated in Avaza. - Trigger **Schedule Series Deleted** Triggers when a schedule booking or leave series is deleted in Avaza. - Trigger **Schedule Series Updated** Triggers when a schedule series (a project booking or leave) is updated in Avaza. - Trigger **Task Deleted** Triggers when a task is deleted in Avaza. - Trigger **Task Updated** Triggers when a task is updated in Avaza. - Trigger **Timesheet Entry Deleted** Triggers when a timesheet entry is deleted in Avaza. - Trigger **Timesheet Entry Updated** Triggers when a timesheet entry is updated in Avaza. - Action **Create Bill** Creates a new draft supplier bill in Avaza, optionally creating the supplier company and contact if no match is found. - Action **Create Bill Payment** Records a payment made to a supplier, optionally allocating it against one or more bills. - Action **Create Company** Creates a new customer company in Avaza with billing address, contact details and custom field values. - Action **Create Contact** Creates a new contact in Avaza, optionally linked to an existing or new company. - Action **Create Estimate / Quote** Creates a new draft estimate (quote) for a customer, optionally creating the customer company and contact if no match is found. - Action **Create Expense** Creates a new expense entry in Avaza for a user, with a date, amount and expense category, optionally linked to a customer, project or task. - Action **Create Invoice** Creates a new draft invoice for a customer company, with line items. Can create the customer company and contact if no matching company is found. - Action **Create Invoice Payment** Records a customer payment in Avaza, optionally allocating it against one or more invoices. - Action **Create Project** Creates a new project in Avaza under an existing customer company, or under a new company created from the name you give. - Action **Create Schedule Booking** Creates a project work schedule booking for a user over a date range, with hours per day or a total duration. - Action **Create Section** Creates a new section (task group) within an Avaza project. - Action **Create Task** Creates a new task in an Avaza project section, optionally assigning users, dates, priority, effort, tags and custom field values. - Action **Create Timesheet Entry** Creates a timesheet entry in an Avaza project, or starts a timer when no duration is given. - Action **Delete Estimate** Deletes an estimate (quote) in Avaza. Estimates converted to an invoice cannot be deleted. - Action **Delete Schedule or Leave Series** Deletes a schedule booking or leave series, along with all of its daily schedule assignments. - Action **Delete Section** Deletes a section (task group) from a project. Sections that still contain tasks cannot be deleted. - Action **Delete Task** Deletes a task, along with its subtasks and comments, from an Avaza project. - Action **Delete Timesheet** Deletes a timesheet entry in Avaza by its Timesheet Entry ID. - Action **Get Bill** Returns a single supplier bill by its ID, including line items, supplier and recipient address details, amounts, status and web links. - Action **Get Contact** Returns a single external contact by its Contact ID, including company, contact details, roles and custom field values. - Action **Get Estimate** Returns a single estimate (quote) by its ID, including line items, status, amounts, issuer/recipient details and web links. - Action **Get Project** Returns a project's full details, including its sections, team members, tags and custom field values. - Action **Lookup Company** Finds companies in Avaza whose name matches the search text and returns their IDs and names. - Action **Lookup Expense Category** Finds an expense category in your Avaza account by its name and returns its id and unit price settings. - Action **Lookup Project** Finds active projects by title, project code, or customer company and returns their ids, codes and titles. - Action **Lookup Project Timesheet Category** Looks up the timesheet categories assigned to a project, optionally matching one by name. - Action **Lookup Task** Returns a task by its ID, including project, section, assignees, dates, status, priority, tags, time tracking and custom field values. - Action **Lookup User** Finds Avaza users (team members and customer contacts) by email address, with optional filters for role, tag and company. Returns the first match and the full list of matches. - Action **Mark Invoice as Sent** Flags a draft invoice as Sent without emailing it to the customer. - Action **Reterive Task Comments** Returns the comments and discussion messages on an Avaza task, including replies, attachments and system messages. - Action **Search Expenses** Returns expense entries matching a search on merchant or category name, with optional filters for date range, user, customer, project, chargeable/invoiced status and approval status. - Action **Search Invoice** Searches invoices by status, customer company, issue date, due date or last-updated date, and returns the matching invoices with their line items. - Action **Search Project** Searches projects by title, company, category, owner, status, billing or budget type, tags and dates, and returns the matching projects. - Action **Search Task** Searches tasks, filtering by project, section parent, status, priority, due date range, assigned user, completion state and last-updated date. - Action **Search Timesheets** Searches timesheet entries, filtered by date range, user, project, customer, task, category, billable/invoiced and approval status. - Action **Stop Timer** Stops the running timer on an existing timesheet entry, adding the elapsed time to its duration. - Action **Update Company** Updates an existing Avaza company. Only the fields named in Fields To Update are changed. - Action **Update Contact** Updates an existing customer contact in Avaza — name, email, phone, mobile, position title, time zone, portal roles and custom field values. Only the fields you fill in are changed. - Action **Update Estimate** Updates an existing draft or sent estimate (quote) in Avaza, changing only the fields you list. Accepted, converted or void estimates cannot be updated. - Action **Update Expense** Updates an existing Avaza expense entry. Only the fields you list in Fields To Update are changed. - Action **Update Invoice** Updates an existing draft invoice in Avaza. Only the fields you list in Fields To Update are changed. - Action **Update Project** Updates an existing Avaza project. Only the fields named in Fields To Update are changed. - Action **Update Project Member** Updates a project member's rates, budget, or permissions on an Avaza project. Only the fields named in Fields To Update are changed. - Action **Update Project Timesheet Category** Updates a timesheet category's settings on a project, such as billable status, hourly rate, cost rate and budget hours. - Action **Update Schedule Booking** Updates an existing project work schedule booking in Avaza, such as its user, project, dates or hours. - Action **Update Task** Updates an existing Avaza task. Only the fields you fill in are changed; blank fields keep their current values. - Action **Update Timesheet Entry** Updates an existing timesheet entry in Avaza, changing only the fields you list as fields to update. - Action **Create a Manual Account** Creates a new manually-managed account in Lunch Money. - Action **Create a New Category or Category Group** Creates a new category with the given name. If the is_group attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group. - Action **Create a New Tag** Creates a new tag in your Lunch Money budget. - Action **Create a New Transaction** Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided. - Action **Delete a Category or Category Group** Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies. - Action **Delete a Manual Account** Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history. - Action **Delete a Tag** Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies. - Action **Delete a Transaction** Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split. - Action **Get All Categories** Retrieve all categories and category groups in the Lunch Money account. - Action **Get All Manual Accounts** Retrieve a list of all manually-managed accounts associated with the user's account. - Action **Get All Tags** Retrieves every tag in the Lunch Money account. - Action **Get All Transactions** Retrieve a list of all transactions associated with a user's account. If called with no parameters, this endpoint will return the most recent transactions up to limit number of transactions. - Action **Get a Single Category** Retrieves one category or category group by its ID. For a group, its categories are returned under children. - Action **Get a Single Manual Account** Retrieves the details of the manually-managed account with the specified ID. - Action **Get a Single Tag** Retrieves the details of a single tag by its ID. - Action **Get a Single Transaction** Retrieves the details of the transaction with the specified ID. - Action **Get Current User** Returns the Lunch Money user and budget associated with the connected account's access token. - Action **Get Summary** Retrieves a summary of the budget for a date range: each category's budget configuration and activity, plus optional overall totals, per-period occurrences and the rollover pool. - Action **Update an Existing Category or Category Group** Modifies the properties of an existing category or category group in Lunch Money. Only the fields you fill in are changed. A category cannot be converted into a group or vice versa. - Action **Update an Existing Manual Account** Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed. - Action **Update an Existing Tag** Updates an existing tag in Lunch Money. Only the properties you fill in are changed. - Action **Update an Existing Transaction** Modifies the properties of an existing transaction. Only the fields you fill in are changed. ## Each app on its own - [ **Avaza** Avaza is a versatile software for client-focused businesses.](https://apiant.ai/connections/avaza) - [ **Lunch Money** Lunch Money is a personal finance app to track, organize, and analyze your money in one place.](https://apiant.ai/connections/lunch-money) Reviews ## What our customers say ## More from Avaza - [ **Avaza to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/avaza-to-hubspot) - [ **Avaza to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/avaza-to-salesforce) - [ **Avaza to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/avaza-to-slack) - [ **Avaza to Google Sheets** Google Sheets](https://apiant.ai/connect/avaza-to-google-sheets) - [ **Avaza to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/avaza-to-gmail) - [ **Avaza to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/avaza-to-google-calendar) ## More into Lunch Money - [ **HubSpot to Lunch Money** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lunch-money) - [ **Salesforce to Lunch Money** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lunch-money) - [ **Slack to Lunch Money** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lunch-money) - [ **Google Sheets to Lunch Money** Google Sheets](https://apiant.ai/connect/google-sheets-to-lunch-money) - [ **Gmail to Lunch Money** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lunch-money) - [ **Google Calendar to Lunch Money** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lunch-money) Questions ## Avaza and Lunch Money, answered ### ### What can start an automation from Avaza? Any of Avaza's 25 triggers in the catalog, including Company Updated, Contact Updated, Estimate Updated and Expense Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lunch Money when something happens in Avaza? Any of Lunch Money's 22 actions, including Create a Manual Account, Create a New Category or Category Group, Create a New Tag and Create a New Transaction. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lunch Money to Avaza? Lunch Money has no triggers in the catalog today, so automations start in Avaza. If you need the other direction, ask: your agent reads Lunch Money's API documentation and adds it. ### ### Do I have to build a connector for Avaza or Lunch Money? 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 Avaza and Lunch Money 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.