Integration
Connect JotForm to Lunch Money
When something happens in JotForm, your agent does the next thing in Lunch Money. Describe it 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 JotForm and Lunch Money to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 JotForm can start in Lunch Money
When New Form Submission in JotForm
then Create a Manual Account in Lunch Money
When New Form Submission in JotForm
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 JotForm and Lunch Money
Triggers and actions 2 triggers · 57 actions
Trigger
New Form SubmissionPolling trigger: fires when a new submission is received for the specified form.
Trigger
New Form Submission (instant)Fires instantly via a self-registered JotForm webhook whenever the selected form receives a new submission. Instant alternative to the New Form Submission poller — the platform registers the webhook on activation and removes it on deactivation.
Action
Add New Question to Specified FormAdd new question to specified form
Action
Add or Edit a Single Question PropertiesAdd or edit a single question properties
Action
Add Resources to LabelAdd Resources to Label
Action
Add Submissions to the FormAdd Submissions to the Form
Action
Clone FormClone an existing form.
Action
Create FolderCreate Folder
Action
Create FormCreate a new form
Action
Create or Replace FormCreate new forms
Action
Create ReportCreate report
Action
Create SubmissionAdd a new submission to a form. Provide answers keyed by submission[<qid>] field names.
Action
Delete a ReportDelete a Report
Action
Delete FolderDelete Folder
Action
Delete FormDelete a form (moves to trash).
Action
Delete Form QuestionDelete Form Question
Action
Delete SubmissionDelete a single submission.
Action
Edit Submission DataEdit Submission Data
Action
Get Details About a QuestionGet Details About a Question
Action
Get FolderGet details of a specific folder including the forms it contains.
Action
Get FormGet the details of a specific form.
Action
Get Form FilesList files uploaded to a form's submissions.
Action
Get Form QuestionsGet a list of all questions on a form.
Action
Get HistoryGet History
Action
Get Label ResourcesGet Label Resources
Action
Get Report DetailsGet Report Details
Action
Get SubmissionGet details of a specific submission.
Action
Get User ReportsGet User Reports
Action
List Account SubmissionsList all submissions across all forms on the account.
Action
List FoldersGet a list of form folders on the account.
Action
List Form ReportsList all reports for a specific form.
Action
List FormsList all forms on the account.
Action
List Form SubmissionsList submissions for a specific form.
Action
Remove Resources from LabelRemove Resources from Label
Action
Replace Form PropertiesAdd or edit properties of a specific form
Action
Set Form PropertiesAdd or edit properties of a specific form
Action
Update FolderUpdate Folder
Action
Create a Manual AccountCreates a new manually-managed account in Lunch Money.
Action
Create a New Category or Category GroupCreates 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 TagCreates a new tag in your Lunch Money budget.
Action
Create a New TransactionCreates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.
Action
Delete a Category or Category GroupDeletes 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 AccountDeletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history.
Action
Delete a TagDeletes 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 TransactionDeletes the transaction with the specified ID. Will fail if the transaction is grouped or split.
Action
Get All CategoriesRetrieve all categories and category groups in the Lunch Money account.
Action
Get All Manual AccountsRetrieve a list of all manually-managed accounts associated with the user's account.
Action
Get All TagsRetrieves every tag in the Lunch Money account.
Action
Get All TransactionsRetrieve 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 CategoryRetrieves one category or category group by its ID. For a group, its categories are returned under children.
Action
Get a Single Manual AccountRetrieves the details of the manually-managed account with the specified ID.
Action
Get a Single TagRetrieves the details of a single tag by its ID.
Action
Get a Single TransactionRetrieves the details of the transaction with the specified ID.
Action
Get Current UserReturns the Lunch Money user and budget associated with the connected account's access token.
Action
Get SummaryRetrieves 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 GroupModifies 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 AccountModifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed.
Action
Update an Existing TagUpdates an existing tag in Lunch Money. Only the properties you fill in are changed.
Action
Update an Existing TransactionModifies 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 JotForm
JotForm to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
JotForm to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
JotForm to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
JotForm to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
JotForm to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
JotForm to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Lunch Money
HubSpot to Lunch MoneyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Lunch MoneySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Lunch MoneySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Lunch MoneyGoogle Sheets
Gmail to Lunch MoneyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Lunch MoneyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
JotForm and Lunch Money, answered
What can start an automation from JotForm?
Any of JotForm's 2 triggers in the catalog, including New Form Submission and New Form Submission (instant). 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 JotForm?
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 JotForm?
Lunch Money has no triggers in the catalog today, so automations start in JotForm. 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 JotForm 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.
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.