Integration
Connect Zoho CRM to Lunch Money
When something happens in Zoho CRM, your agent does the next thing in Lunch Money. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Zoho CRM and Lunch Money to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Zoho CRM can start in Lunch Money
When New or updated record in Zoho CRM
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 Zoho CRM and Lunch Money
Triggers and actions 2 triggers · 35 actions
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
- Create a Manual Account
Creates a new manually-managed account in Lunch Money.
- 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.
- Create a New Tag
Creates a new tag in your Lunch Money budget.
- Create a New Transaction
Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.
- 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.
- Delete a Manual Account
Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history.
- 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.
- Delete a Transaction
Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.
- Get All Categories
Retrieve all categories and category groups in the Lunch Money account.
- Get All Manual Accounts
Retrieve a list of all manually-managed accounts associated with the user's account.
- Get All Tags
Retrieves every tag in the Lunch Money account.
- 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.
- Get a Single Category
Retrieves one category or category group by its ID. For a group, its categories are returned under children.
- Get a Single Manual Account
Retrieves the details of the manually-managed account with the specified ID.
- Get a Single Tag
Retrieves the details of a single tag by its ID.
- Get a Single Transaction
Retrieves the details of the transaction with the specified ID.
- Get Current User
Returns the Lunch Money user and budget associated with the connected account's access token.
- 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.
- 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.
- Update an Existing Manual Account
Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed.
- Update an Existing Tag
Updates an existing tag in Lunch Money. Only the properties you fill in are changed.
- Update an Existing Transaction
Modifies the properties of an existing transaction. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Zoho CRM
Zoho CRM to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Zoho CRM to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Zoho CRM to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Zoho CRM to AnthropicAnthropic builds Claude, a family of large language models.
Zoho CRM to Google AnalyticsGoogle Analytics tracks and reports website traffic, user behavior, and conversion data, enabling marketers...
Zoho CRM to Google MapsIntegrate Google Maps to access location data, geocoding, directions, and mapping services in your...
More into Lunch Money
HubSpot to Lunch MoneyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Lunch MoneySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Lunch MoneySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Lunch MoneyGoogle Sheets
Gmail to Lunch MoneyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Lunch MoneyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Zoho CRM and Lunch Money, answered
What can start an automation from Zoho CRM?
Any of Zoho CRM's 2 triggers in the catalog, including New or updated record and New record. 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 Zoho CRM?
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 Zoho CRM?
Lunch Money has no triggers in the catalog today, so automations start in Zoho CRM. 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 Zoho CRM 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.
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.