Integration
Connect DoubleTick to Lunch Money
When New Broadcast Group fires in DoubleTick, your agent runs Create a New Category or Category Group in Lunch Money. 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 DoubleTick and Lunch Money 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 DoubleTick can start in Lunch Money
When New Broadcast Group in DoubleTick
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 DoubleTick and Lunch Money
Triggers and actions 2 triggers · 48 actions
- New Broadcast Group
Triggers when a new broadcast group is created.
- New Chat
Triggers when a new chat appears in your inbox.
- Add Member to Broadcast Group
Adds a customer to a broadcast group.
- Assign Team Member to Customer
Assigns a customer's chat to a team member.
- Create Broadcast Group
Creates a broadcast group.
- Create Note
Adds a note to a customer chat.
- Delete Broadcast Group
Deletes a broadcast group.
- Delete Customer
Deletes a customer by phone number.
- Delete Template
Deletes a message template from a WhatsApp number.
- Get Chat Window Status
Checks whether a customer's 24-hour service window is open.
- Get Customer
Gets a customer's details by phone number.
- Get Message Status
Returns the delivery timeline of a sent message.
- Get Note
Gets a note by ID.
- Get Team Member
Gets a team member by phone number.
- Get Wallet Balance
Returns your organization's wallet balance.
- List Broadcast Groups
Lists your broadcast groups.
- List Channels
Lists your connected WhatsApp channels.
- List Team Members
Lists the team members in your organization.
- List Templates
Lists your WhatsApp message templates.
- Remove Member from Broadcast Group
Removes a customer from a broadcast group.
- Remove Tags or Custom Fields from Customer
Removes tags and custom fields from a customer.
- Send WhatsApp Document Message
Sends a document from a URL to a customer.
- Send WhatsApp Image Message
Sends an image from a URL to a customer.
- Send WhatsApp Media Message
Send WhatsApp Media Message.
- Send WhatsApp Message
Send a whatsApp message to a contact
- Send WhatsApp Template Message
Send a pre-approved WhatsApp Message Template to a contact
- Send WhatsApp Video Message
Sends a video from a URL to a customer.
- Update Note
Changes a note's text.
- Create a Manual Account
Creates a new manually-managed account in Lunch Money.
- 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.
- Create a New Tag
Creates a new tag in your Lunch Money budget.
- Create a New Transaction
Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.
- 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.
- Delete a Manual Account
Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history.
- 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.
- Delete a Transaction
Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.
- Get All Categories
Retrieve all categories and category groups in the Lunch Money account.
- Get All Manual Accounts
Retrieve a list of all manually-managed accounts associated with the user's account.
- Get All Tags
Retrieves every tag in the Lunch Money account.
- 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.
- Get a Single Category
Retrieves one category or category group by its ID. For a group, its categories are returned under children.
- Get a Single Manual Account
Retrieves the details of the manually-managed account with the specified ID.
- Get a Single Tag
Retrieves the details of a single tag by its ID.
- Get a Single Transaction
Retrieves the details of the transaction with the specified ID.
- Get Current User
Returns the Lunch Money user and budget associated with the connected account's access token.
- 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.
- 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.
- Update an Existing Manual Account
Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed.
- Update an Existing Tag
Updates an existing tag in Lunch Money. Only the properties you fill in are changed.
- Update an Existing Transaction
Modifies the properties of an existing transaction. Only the fields you fill in are changed.
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
What our customers say
More from DoubleTick
DoubleTick to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DoubleTick to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DoubleTick to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DoubleTick to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DoubleTick to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DoubleTick to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Lunch Money
Questions
DoubleTick and Lunch Money, answered
What can start an automation from DoubleTick?
Any of DoubleTick's 2 triggers in the catalog, including New Broadcast Group and New Chat. 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 DoubleTick?
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 DoubleTick?
Lunch Money has no triggers in the catalog today, so automations start in DoubleTick. 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 DoubleTick 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 DoubleTick 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.