--- title: "Lunch Money integrations and MCP server - APIANT.ai" description: "Connect Lunch Money to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/lunch-money" --- # Lunch Money integrations Connect Lunch Money to any other app, or use it from your AI client over MCP. Lunch Money is a personal finance app to track, organize, and analyze your money in one place. Connects with an API key [lunchmoney.app](https://lunchmoney.app/) **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 to automate with Lunch Money? 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) Popular ## Lunch Money with the apps people pair it with most - [ **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) - [ **Google Drive to Lunch Money** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lunch-money) - [ **Mailchimp to Lunch Money** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-lunch-money) Pair it ## Connect Lunch Money with another app - [ **HubSpot to Lunch Money**](https://apiant.ai/connect/hubspot-to-lunch-money) - [ **Salesforce to Lunch Money**](https://apiant.ai/connect/salesforce-to-lunch-money) - [ **Slack to Lunch Money**](https://apiant.ai/connect/slack-to-lunch-money) - [ **Google Sheets to Lunch Money**](https://apiant.ai/connect/google-sheets-to-lunch-money) - [ **Gmail to Lunch Money**](https://apiant.ai/connect/gmail-to-lunch-money) - [ **Google Calendar to Lunch Money**](https://apiant.ai/connect/google-calendar-to-lunch-money) - [ **Google Drive to Lunch Money**](https://apiant.ai/connect/google-drive-to-lunch-money) - [ **Mailchimp to Lunch Money**](https://apiant.ai/connect/mailchimp-to-lunch-money) - [ **Stripe to Lunch Money**](https://apiant.ai/connect/stripe-to-lunch-money) - [ **Shopify to Lunch Money**](https://apiant.ai/connect/shopify-to-lunch-money) - [ **QuickBooks Online to Lunch Money**](https://apiant.ai/connect/quickbooks-online-to-lunch-money) - [ **Pipedrive to Lunch Money**](https://apiant.ai/connect/pipedrive-to-lunch-money) - [ **ActiveCampaign to Lunch Money**](https://apiant.ai/connect/activecampaign-to-lunch-money) - [ **Notion to Lunch Money**](https://apiant.ai/connect/notion-to-lunch-money) - [ **Airtable to Lunch Money**](https://apiant.ai/connect/airtable-to-lunch-money) - [ **Trello to Lunch Money**](https://apiant.ai/connect/trello-to-lunch-money) - [ **Asana to Lunch Money**](https://apiant.ai/connect/asana-to-lunch-money) - [ **JIRA to Lunch Money**](https://apiant.ai/connect/jira-to-lunch-money) - [ **ClickUp to Lunch Money**](https://apiant.ai/connect/clickup-to-lunch-money) - [ **Zoom to Lunch Money**](https://apiant.ai/connect/zoom-to-lunch-money) - [ **Discord to Lunch Money**](https://apiant.ai/connect/discord-to-lunch-money) - [ **Twilio to Lunch Money**](https://apiant.ai/connect/twilio-to-lunch-money) - [ **SendGrid to Lunch Money**](https://apiant.ai/connect/sendgrid-to-lunch-money) - [ **Outlook to Lunch Money**](https://apiant.ai/connect/outlook-to-lunch-money) - [ **Intercom to Lunch Money**](https://apiant.ai/connect/intercom-to-lunch-money) - [ **Freshdesk to Lunch Money**](https://apiant.ai/connect/freshdesk-to-lunch-money) - [ **Klaviyo to Lunch Money**](https://apiant.ai/connect/klaviyo-to-lunch-money) - [ **Brevo to Lunch Money**](https://apiant.ai/connect/brevo-to-lunch-money) - [ **Typeform to Lunch Money**](https://apiant.ai/connect/typeform-to-lunch-money) - [ **JotForm to Lunch Money**](https://apiant.ai/connect/jotform-to-lunch-money) - [ **Calendly to Lunch Money**](https://apiant.ai/connect/calendly-to-lunch-money) - [ **PandaDoc to Lunch Money**](https://apiant.ai/connect/pandadoc-to-lunch-money) - [ **Webflow to Lunch Money**](https://apiant.ai/connect/webflow-to-lunch-money) - [ **Wix to Lunch Money**](https://apiant.ai/connect/wix-to-lunch-money) - [ **Instagram to Lunch Money**](https://apiant.ai/connect/instagram-to-lunch-money) - [ **OpenAI to Lunch Money**](https://apiant.ai/connect/openai-to-lunch-money) - [ **OneDrive to Lunch Money**](https://apiant.ai/connect/onedrive-to-lunch-money) - [ **Google Docs to Lunch Money**](https://apiant.ai/connect/google-docs-to-lunch-money) - [ **Ontraport to Lunch Money**](https://apiant.ai/connect/ontraport-to-lunch-money) - [ **Freshworks CRM to Lunch Money**](https://apiant.ai/connect/freshworks-crm-to-lunch-money) - [ **GoHighLevel to Lunch Money**](https://apiant.ai/connect/gohighlevel-to-lunch-money) - [ **Capsule CRM to Lunch Money**](https://apiant.ai/connect/capsule-crm-to-lunch-money) - [ **Copper to Lunch Money**](https://apiant.ai/connect/copper-to-lunch-money) - [ **Streak to Lunch Money**](https://apiant.ai/connect/streak-to-lunch-money) - [ **NetHunt CRM to Lunch Money**](https://apiant.ai/connect/nethunt-crm-to-lunch-money) - [ **MINDBODY to Lunch Money**](https://apiant.ai/connect/mindbody-to-lunch-money) - [ **PostgreSQL to Lunch Money**](https://apiant.ai/connect/postgresql-to-lunch-money) - [ **MySQL to Lunch Money**](https://apiant.ai/connect/mysql-to-lunch-money) - [ **Vercel to Lunch Money**](https://apiant.ai/connect/vercel-to-lunch-money) - [ **PagerDuty to Lunch Money**](https://apiant.ai/connect/pagerduty-to-lunch-money) - [ **Gravity Forms to Lunch Money**](https://apiant.ai/connect/gravity-forms-to-lunch-money) - [ **HubSpot Enterprise to Lunch Money**](https://apiant.ai/connect/hubspot-enterprise-to-lunch-money) - [ **Google Forms to Lunch Money**](https://apiant.ai/connect/google-forms-to-lunch-money) - [ **Facebook Lead Ads to Lunch Money**](https://apiant.ai/connect/facebook-lead-ads-to-lunch-money) - [ **monday.com to Lunch Money**](https://apiant.ai/connect/monday-com-to-lunch-money) - [ **Google Ads to Lunch Money**](https://apiant.ai/connect/google-ads-to-lunch-money) - [ **Google Tasks to Lunch Money**](https://apiant.ai/connect/google-tasks-to-lunch-money) - [ **Telegram to Lunch Money**](https://apiant.ai/connect/telegram-to-lunch-money) - [ **MailerLite to Lunch Money**](https://apiant.ai/connect/mailerlite-to-lunch-money) - [ **Google Contacts to Lunch Money**](https://apiant.ai/connect/google-contacts-to-lunch-money) What your agent can do with Lunch Money ## Triggers and actions 22 actions - 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. Reviews ## What our customers say Questions ## Lunch Money, answered ### ### Is there a Lunch Money MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Lunch Money. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Lunch Money actions on demand, or have APIANT build, test and run automations that use Lunch Money. Nothing to install. ### ### What can your agent do in Lunch Money? 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 I use Lunch Money directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Lunch Money two ways. Ask it to do something in Lunch Money 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Lunch Money API? No. APIANT connects to the Lunch Money API for you, with your Lunch Money API key. Describe what you want in plain language and your agent builds it on the Lunch Money triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Lunch Money API documentation and adds it. ### ### Which apps can Lunch Money connect to? Any app in the catalog; the list on this page pairs Lunch Money with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.