Connect Moneybird to your AI agent

Finance 21 actions available

Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.

We set up the connection using your own Moneybird account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Moneybird

Each one is a real action the agent can take on its own, the same things a person clicking around Moneybird could do. Read-only by default; write actions are confirmed against your policy.

  • Add Note to Contact Tool to add a note or to-do to a contact. Use when you need to record a comment or assign a task to a contact.
  • Archive Contact Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
  • Create Moneybird Contact Tool to create a new contact in Moneybird. Use after you have an administration ID and need to onboard a new company/person. Provide either company_name or both firstname and lastname.
  • Create Contact Person Tool to create a new contact person. Use when you have the contact ID and need to add a person after confirming their firstname and lastname.
  • Create Sales Invoice Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
  • Delete Contact Tool to delete a contact. Use after confirming that contact should be removed.
  • Delete Contact Note Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
  • Delete Contact Person Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
  • Filter Contacts Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
  • Get Additional Charges Tool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.
  • Get Contact Tool to retrieve all information about a specific contact by ID. Use when you need the full details of a contact, for example before generating invoices.
  • Get Contact by Customer ID Tool to retrieve full contact details by customer ID. Use when you need all fields of a contact given its customer_id.
  • Get Contact Person Tool to get all information about a contact person. Use when you have the administration, contact, and contact person IDs and need full details before updating.
  • Get Sales Invoice Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.
  • List Administrations Tool to list all administrations accessible by the authenticated user. Use when you need to obtain administration_id for subsequent operations like create_contact.
  • List Contacts Synchronization Tool to list all contact IDs and versions for synchronization. Use when you need to detect which contacts have changed and update local data accordingly.
  • List Sales Invoices Tool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.
  • Request Payments Mandate URL Tool to request a URL for setting up a Payments mandate. Use when you need to generate a direct-debit authorization link for a contact (valid for 14 days).
  • Update Contact Tool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.
  • Update Contact Person Tool to update a contact person. Use after selecting a specific contact person when you need to change their details.
  • Update Sales Invoice Tool to update an existing sales invoice by ID. Use when modifying invoice header or line items.
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Moneybird account. We never see your password, and you can revoke access from Moneybird at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Moneybird questions, answered.

You sign in with your own Moneybird account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Moneybird at any time.
The actions Moneybird's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Moneybird to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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