--- title: "Connect Mailbox Power to Lunch Money - APIANT.ai" description: "When \"New Contact Added to Group\" fires in Mailbox Power, your agent runs \"Create a New Category or Category Group\" in Lunch Money." canonical: "https://apiant.ai/connect/mailbox-power-to-lunch-money" --- # Connect Mailbox Power to Lunch Money When **New Contact Added to Group** fires in [Mailbox Power](https://apiant.ai/connections/mailbox-power), your agent runs **Create a New Category or Category Group** in [Lunch Money](https://apiant.ai/connections/lunch-money). Describe the whole flow and it is built, tested on every scenario and kept running. Mailbox Power **2** triggers Mailbox Power **4** 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 Mailbox Power 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 Mailbox Power can start in Lunch Money - When **New Contact Added to Group** in Mailbox Power then **Create a New Category or Category Group** in Lunch Money - When **Updated Contact** in Mailbox Power then **Create a Manual Account** 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 Mailbox Power and Lunch Money ## Triggers and actions 2 triggers · 26 actions - Trigger **New Contact Added to Group** Triggers when a contact is added to the selected Mailbox Power contact group. - Trigger **Updated Contact** Triggers when a contact in Mailbox Power is added or any of its details change. - Action **Create or Update Contact** Creates a contact in Mailbox Power, or updates the existing contact whose name and address match. - Action **Delete Contact** Deletes a contact from your Mailbox Power account. - Action **List contacts** Returns every contact in the Mailbox Power account, including address, contact details and group membership. - Action **Remove Contact From Group** Removes a contact from a Mailbox Power contact group. - 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 - [ **Mailbox Power** Mailbox Power enables you to engage your customers and stay top of mind with your clients by sending...](https://apiant.ai/connections/mailbox-power) - [ **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 Mailbox Power - [ **Mailbox Power to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mailbox-power-to-salesforce) - [ **Mailbox Power to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mailbox-power-to-slack) - [ **Mailbox Power to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailbox-power-to-mailchimp) - [ **Mailbox Power to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mailbox-power-to-stripe) - [ **Mailbox Power to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mailbox-power-to-shopify) - [ **Mailbox Power to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mailbox-power-to-quickbooks-online) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Mailbox Power and Lunch Money, answered ### ### What can start an automation from Mailbox Power? Any of Mailbox Power's 2 triggers in the catalog, including New Contact Added to Group and Updated Contact. 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 Mailbox Power? 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 Mailbox Power? Lunch Money has no triggers in the catalog today, so automations start in Mailbox Power. 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 Mailbox Power 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 Mailbox Power 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.