Put Lunch Money to work with AI and enterprise-grade automation
Automate smarter with Lunch Money and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Gmail
Email, Google
Google Sheets
Google, Spreadsheets
Airtable
Databases
ActiveCampaign
Marketing Automation
Pushover
Notifications
Order Desk
eCommerce
Gmail
Email, Google
Google Sheets
Google, Spreadsheets
Airtable
Databases
ActiveCampaign
Marketing Automation
Pushover
Notifications
Order Desk
eCommerce
Gmail
Email, Google
Google Sheets
Google, Spreadsheets
Airtable
Databases
ActiveCampaign
Marketing Automation
Pushover
Notifications
Order Desk
eCommerce
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Start Date
- End Date
- Filter by Manual Account
- Filter by Plaid Account
- Is Group Parent
- Include Group Children
Try ItTriggerPolling- NameRequired
- Institution Name
- Display Name
- TypeRequired
- Subtype
- BalanceRequired
- Balance As Of
- Currency
- Status
- Closed On
- External Id
- Custom Metadata
- Exclude From Transactions
ActionWrite- NameRequired
- Description
- Text Color
- Background Color
- Archived
ActionWrite- IdRequired
- Delete Items
- Delete Balance History
ActionWrite
- NameRequired
- Description
- Is Income
- Exclude From Budget
- Exclude From Totals
- Is Group
- Group Id
- Archived
- Child Category 1
- Child Category 2
- Child Category 3
ActionWrite- DateRequired
- AmountRequired
- Currency
- Payee
- Original Name
- Category Id
- Notes
- Manual Account Id
- Plaid Account Id
- Recurring Id
- Status
- External Id
- Custom Metadata
- Tag 1
- Tag 2
- Tag 3
- Apply Rules
- Skip Duplicates
- Skip Balance Update
ActionWrite- IdRequired
- Force
ActionWrite- IdRequired
- Force
ActionWrite
For builders
Let your AI safely access Lunch Money
Go beyond Zap workflows. Install Zapier in your AI to call Lunch Money actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Lunch Money from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Lunch Money actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Lunch Money connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "lunch-money", owner: "me" });
await zapier.runAction({
app: 'lunch-money',
action: 'createCategory',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Lunch Money Help & Support
Common questions
Related categories