--- title: "Connect MRPLN to Lunch Money - APIANT.ai" description: "When \"Customer Updated (instant)\" fires in MRPLN, your agent runs \"Create a Manual Account\" in Lunch Money." canonical: "https://apiant.ai/connect/mrpln-to-lunch-money" --- # Connect MRPLN to Lunch Money When **Customer Updated (instant)** fires in [MRPLN](https://apiant.ai/connections/mrpln), 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. MRPLN **6** triggers MRPLN **8** 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 MRPLN 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 MRPLN can start in Lunch Money - When **Customer Updated (instant)** in MRPLN then **Create a Manual Account** in Lunch Money - When **New Customer** in MRPLN 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 MRPLN and Lunch Money ## Triggers and actions 6 triggers · 30 actions - Trigger **Campaign Launched (instant)** Fires instantly when a campaign is launched (campaign.launched). - Trigger **Customer Opted Out (instant)** Fires instantly when a customer opts out (customer.opted_out). - Trigger **Customer Updated (instant)** Triggers instantly when a customer is updated in MRPLN. - Trigger **Message Sent (instant)** Fires instantly when a message is queued or scheduled for a customer (message.sent). - Trigger **New Customer** Triggers when a new customer is added. - Trigger **New Customer (instant)** Triggers instantly when a customer is created in MRPLN. - Action **Create Customer** Creates a new customer in MRPLN. - Action **Find Customer** Finds a customer by email address. Returns the first matching customer, or found=false when none match. - Action **Find Customer by Phone** Find a customer by their SMS phone number. - Action **Find Customer by WhatsApp** Find a customer by their WhatsApp number. - Action **List Templates** List the approved message templates for a channel. - Action **Send Message to Customer** Send an email, SMS, or WhatsApp message to a customer using an approved template - Action **Trigger Campaign** Launch a campaign that was built in MRPLN. - Action **Update Customer** Updates an existing customer in MRPLN. - 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 - [ **MRPLN** MRPLN is a Mar-Tech SaaS platform for Marketing planning, Automation and Insights powered by AI.](https://apiant.ai/connections/mrpln) - [ **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 MRPLN - [ **MRPLN to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/mrpln-to-linkedin) - [ **MRPLN to Ascora** Ascora is a complete Job Mangement System for trades and services-based businesses](https://apiant.ai/connect/mrpln-to-ascora) - [ **MRPLN to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/mrpln-to-facebook) - [ **MRPLN to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/mrpln-to-anthropic) - [ **MRPLN to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/mrpln-to-supabase) - [ **MRPLN to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/mrpln-to-elevenlabs) ## 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 ## MRPLN and Lunch Money, answered ### ### What can start an automation from MRPLN? Any of MRPLN's 6 triggers in the catalog, including Customer Updated (instant), New Customer, New Customer (instant) and Campaign Launched (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 MRPLN? 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 MRPLN? Lunch Money has no triggers in the catalog today, so automations start in MRPLN. 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 MRPLN 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 MRPLN 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.