--- title: "Connect Secureframe to Lunch Money - APIANT.ai" description: "When \"New Trust Center Request\" fires in Secureframe, your agent runs \"Create a Manual Account\" in Lunch Money." canonical: "https://apiant.ai/connect/secureframe-to-lunch-money" --- # Connect Secureframe to Lunch Money When **New Trust Center Request** fires in [Secureframe](https://apiant.ai/connections/secureframe), 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. Secureframe **1** trigger Secureframe **30** 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 Secureframe 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 Secureframe can start in Lunch Money - When **New Trust Center Request** in Secureframe then **Create a Manual Account** in Lunch Money - When **New Trust Center Request** in Secureframe 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 Secureframe and Lunch Money ## Triggers and actions 1 trigger · 52 actions - Trigger **New Trust Center Request** Triggers when a new Trust Center request is created in Secureframe. - Action **Archive an Integration Connection** Archives an integration connection in Secureframe and returns the archived connection. - Action **Archive a Vendor** Archives a vendor in Secureframe and returns the archived vendor. - Action **Create a Test Evidence** Uploads an evidence file to a test and returns the created evidence record. - Action **Get a Cloud Resource** Returns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found. - Action **Get a Control** Returns a single Secureframe control by its ID, including its attributes. - Action **Get a Device** Returns a single device tracked in Secureframe, including its ID, type and attributes. - Action **Get a Framework** Returns a single Secureframe compliance framework by its ID. - Action **Get an Integration Connection** Returns a single Secureframe integration connection by its ID, including its type and attributes. - Action **Get a Repository** Returns a single Secureframe repository by its ID, including its type and attributes. - Action **Get a Test** Returns a single Secureframe test by its ID, including its type and attributes. - Action **Get a Trust Center Request** Returns a single Trust Center request, identified by its ID, including its details and attributes. - Action **Get a User** Returns a single Secureframe user by ID, including the user's attributes. - Action **Get a User Account** Returns a single Secureframe user account by its ID. An error occurs if the user account is not found. - Action **Get a Vendor** Returns a single vendor from your Secureframe account by its ID. - Action **Get Evidence** Returns a single Secureframe evidence record by its ID. - Action **Link a User Account** Links a Secureframe user account to a personnel record and returns the updated user account. - Action **List Cloud Resources** Returns the cloud resources in your Secureframe company, optionally narrowed by a search query. - Action **List Controls** Returns the controls in your Secureframe account, optionally narrowed by a search query. - Action **List Devices** Returns the devices tracked in your Secureframe account, optionally narrowed by a search query. - Action **List Frameworks** Returns the compliance frameworks in your Secureframe account, optionally narrowed by a search query. - Action **List Integration Connections** Returns the integration connections in your Secureframe company, optionally narrowed by a search query. - Action **List Repositories** Returns the repositories in your Secureframe account, optionally narrowed by a search query. - Action **List Tests** Returns the tests in your Secureframe account, optionally narrowed by a search query. - Action **List Trust Center Requests** Returns the Trust Center requests in your Secureframe account, optionally narrowed by a search query. - Action **List User Accounts** Returns the user accounts in your Secureframe company, optionally narrowed by a search query. - Action **List Users** Returns the users in your Secureframe company, optionally narrowed by a search query. - Action **List Vendors** Returns the vendors in your Secureframe account, optionally narrowed by a search query. - Action **Update a Repository** Updates an existing Secureframe repository with the attribute values you provide and returns the updated repository. - Action **Update a Test** Updates an existing Secureframe test with the attribute values you provide and returns the updated test. - Action **Update a User** Updates a Secureframe user with the attribute values you provide and returns the updated user. - 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 - [ **Secureframe** Secureframe helps you build trust with customers.](https://apiant.ai/connections/secureframe) - [ **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 Secureframe - [ **Secureframe to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/secureframe-to-slack) - [ **Secureframe to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/secureframe-to-stripe) - [ **Secureframe to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/secureframe-to-shopify) - [ **Secureframe to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/secureframe-to-trello) - [ **Secureframe to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/secureframe-to-zoom) - [ **Secureframe to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/secureframe-to-twilio) ## 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 ## Secureframe and Lunch Money, answered ### ### What can start an automation from Secureframe? Any of Secureframe's 1 trigger in the catalog, including New Trust Center Request. 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 Secureframe? 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 Secureframe? Lunch Money has no triggers in the catalog today, so automations start in Secureframe. 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 Secureframe 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 Secureframe 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.