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Lunch Money
Lunch Money
1. Choose trigger event
AI by Zapier
AI by Zapier
2. Choose action
1. Select the event
Setup
Test
Lunch Money
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Poll for Unreviewed Transactions" from Lunch Money.
Add your action
An action happens after the trigger—such as "Extract Content From URL" in AI by Zapier.
You’re connected!
Zapier seamlessly connects Lunch Money and AI by Zapier, automating your workflow.
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.
Create a new record or update an existing record in your app.
Name
Required
Description
Text Color
Background Color
Archived
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Delete Items
Delete Balance History
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get All Manual Accounts
Retrieve a list of all manually-managed accounts associated with the user's account.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Start Date
End Date
Include Suggested
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Start Date
End Date
Created Since
Updated Since
Manual Account Id
Plaid Account Id
Recurring Id
Category Id
Tag Id
Is Group Parent
Status
Is Pending
Include Pending
Include Metadata
Include Split Parents
Include Group Children
Include Children
Include Files
Limit
Offset
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get Current User
Get details about the user associated with the supplied authorization token.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Start Date
End Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Name
Description
Is Income
Exclude From Budget
Exclude From Totals
Archived
Group Id
Child Category 1
Child Category 2
Child Category 3
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Name
Description
Archived
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
URL to Extract Content From
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
URLs to Search Across
Required
What to Search For
Required
Number of Results
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Description
Is Income
Exclude From Budget
Exclude From Totals
Is Group
Group Id
Archived
Child Category 1
Child Category 2
Child Category 3
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Date
Required
Amount
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Force
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Force
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Format
Is Group
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get All Accounts Synced via Plaid
Retrieve a list of all synced accounts associated with the user's account.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get All Tags
Retrieve a list of all tags associated with the user's account.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Start Date
Required
End Date
Required
Include Exclude From Budgets
Include Occurrences
Include Past Budget Dates
Include Totals
Include Rollover Pool
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Start Date
End Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Name
Institution Name
Display Name
Type
Subtype
Balance
Currency
Balance As Of
Status
Closed On
External Id
Custom Metadata
Exclude From Transactions
To Base
Created By Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Update Balance
Date
Amount
Currency
Recurring Id
Payee
Original Name
Category Id
Notes
Manual Account Id
Plaid Account Id
External Id
Custom Metadata
Status
Is Pending
Is Split Parent
Is Group Parent
New Tag 1
New Tag 2
New Tag 3
Additional Tag 1
Additional Tag 2
Additional Tag 3
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Provider
Authentication
Required
Model
Required
Prompt
Required
Input fields
Knowledge Sources
Tools
Output fields
Output fields (structured)
Return as an array of objects?
Zap_id
Zap_step_id
Zap_run_id
Zap_path_run_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Lunch Money and AI by Zapier with AI agents and code
Beyond Zap workflows. Call Lunch Money and AI by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Lunch Money and AI by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create a New Category or Category Group
Extract Content From URL
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Lunch Money and AI by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate AI by Zapier on the Zapier blog
Make work flow with AI
Level up your Lunch Money to AI by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!
