--- title: "Connect MemberSpace to Lunch Money - APIANT.ai" description: "When \"Created Member Profile\" fires in MemberSpace, your agent runs \"Create a Manual Account\" in Lunch Money." canonical: "https://apiant.ai/connect/memberspace-to-lunch-money" --- # Connect MemberSpace to Lunch Money When **Created Member Profile** fires in [MemberSpace](https://apiant.ai/connections/memberspace), 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. MemberSpace **5** triggers MemberSpace **10** 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 MemberSpace 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 MemberSpace can start in Lunch Money - When **Created Member Profile** in MemberSpace then **Create a Manual Account** in Lunch Money - When **New member event** in MemberSpace 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 MemberSpace and Lunch Money ## Triggers and actions 5 triggers · 32 actions - Trigger **Canceled Membership** Triggers when a member cancels a membership plan (sets it to cancel) or a plan is removed from a member. - Trigger **Created Member Profile** Triggers when a new member signs up on your MemberSpace site, returning the member's profile. - Trigger **New member event** Triggers when a new activity event is recorded for a member, such as a log in, plan added, plan upgraded or card updated. - Trigger **New Membership** Triggers when a member is enrolled on a plan in your MemberSpace site, returning the new membership with its plan, status and billing details. - Trigger **Updated Member Profile** Triggers when a member's profile changes — their name, email, status, profile image or custom signup field answers. - Action **Find Member** Returns up to 100 members on your MemberSpace site that match the email, name, status, signup date or custom signup field answer you specify. - Action **Get plan** Returns a single membership plan from your MemberSpace site, including its name, status, type, pricing and expiration settings. - Action **List content views** Returns records of members viewing your Content Library content, optionally filtered by member, content item and view date. - Action **List coupon redemptions** Returns the members who redeemed a coupon, most recent first, with the membership and plan it was applied to. - Action **List coupons** Returns the discount coupons on your MemberSpace site, ordered by id. Optionally narrow the list to coupons with a specific code. - Action **List custom signup fields** Returns the custom signup fields defined on your MemberSpace site, including each field's id. - Action **List member events** Returns activity events recorded for your members, such as logins, plan changes and charges, optionally filtered by member, event type and date range. - Action **List memberships** Returns the memberships on your MemberSpace site, optionally filtered by plan, member, status, and creation, renewal or expiration date. - Action **List plans** Returns the active (non-archived) membership plans on your MemberSpace site, optionally filtered by plan type and status. - Action **List sites** Returns the MemberSpace sites your API key can access, with each site's name, domain, currency, locale and member counts. - 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 - [ **MemberSpace** MemberSpace allows you to turn any part of your website into members-only with just a few clicks.](https://apiant.ai/connections/memberspace) - [ **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 MemberSpace - [ **MemberSpace to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/memberspace-to-salesforce) - [ **MemberSpace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/memberspace-to-slack) - [ **MemberSpace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/memberspace-to-stripe) - [ **MemberSpace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/memberspace-to-shopify) - [ **MemberSpace to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/memberspace-to-quickbooks-online) - [ **MemberSpace to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/memberspace-to-pipedrive) ## 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 ## MemberSpace and Lunch Money, answered ### ### What can start an automation from MemberSpace? Any of MemberSpace's 5 triggers in the catalog, including Created Member Profile, New member event, New Membership and Updated Member Profile. 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 MemberSpace? 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 MemberSpace? Lunch Money has no triggers in the catalog today, so automations start in MemberSpace. 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 MemberSpace 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 MemberSpace 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.