App

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 keylunchmoney.app
22 actions

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 to automate with Lunch Money?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

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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.