--- title: "Connect Skyvern to Lunch Money - APIANT.ai" description: "When \"New or Updated Skyvern Workflow\" fires in Skyvern, your agent runs \"Create a Manual Account\" in Lunch Money." canonical: "https://apiant.ai/connect/skyvern-to-lunch-money" --- # Connect Skyvern to Lunch Money When **New or Updated Skyvern Workflow** fires in [Skyvern](https://apiant.ai/connections/skyvern), 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. Skyvern **1** trigger Skyvern **15** 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 Skyvern 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 Skyvern can start in Lunch Money - When **New or Updated Skyvern Workflow** in Skyvern then **Create a Manual Account** in Lunch Money - When **New or Updated Skyvern Workflow** in Skyvern 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 Skyvern and Lunch Money ## Triggers and actions 1 trigger · 37 actions - Trigger **New or Updated Skyvern Workflow** Triggers when a Skyvern workflow (agent) is created or a new version of it is saved. - Action **Add browser session** Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link. - Action **Add credential** Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents. - Action **Add workflow** Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow. - Action **Cancel run** Cancels a running Skyvern task run or workflow run by its id. - Action **Create and Run a Task** Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app. - Action **Create and Run Task V2** Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status. - Action **Delete workflow** Deletes a Skyvern workflow (agent) by its ID. - Action **Get a Browser Session** Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings. - Action **Get a Task** Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots. - Action **Get a Task V2** Returns the status, output, recording and screenshots of a Skyvern task run. - Action **Get a Workflow** Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings. - Action **List credentials** Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included. - Action **List runs** Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term. - Action **List workflows** Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows. - Action **Run a Workflow** Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link. - 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 - [ **Skyvern** Skyvern is an AI agent that allows users to complete browser-based tasks.](https://apiant.ai/connections/skyvern) - [ **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 Skyvern - [ **Skyvern to World Bank** The World Bank Open Data API publishes global development statistics for every country and region.](https://apiant.ai/connect/skyvern-to-world-bank) - [ **Skyvern to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/skyvern-to-slack) - [ **Skyvern to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/skyvern-to-stripe) - [ **Skyvern to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/skyvern-to-trello) - [ **Skyvern to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/skyvern-to-zoom) - [ **Skyvern to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/skyvern-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](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 ## Skyvern and Lunch Money, answered ### ### What can start an automation from Skyvern? Any of Skyvern's 1 trigger in the catalog, including New or Updated Skyvern Workflow. 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 Skyvern? 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 Skyvern? Lunch Money has no triggers in the catalog today, so automations start in Skyvern. 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 Skyvern 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 Skyvern 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.