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Moneybirdaccounting
21 available actions
What your AI agent can do in Moneybird
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 21 actions.
Common starting points
- Get ContactTool to retrieve all information about a specific contact by ID.
- Get Contact PersonTool to get all information about a contact person.
- Add Note to ContactTool to add a note or to-do to a contact.
- Create Moneybird ContactTool to create a new contact in Moneybird.
- Update ContactTool to update a contact.
- Update Contact PersonTool to update a contact person.
Browse all 21 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 8 actions
- Get Additional ChargesTool to get additional charges for a contact.
- Get ContactTool to retrieve all information about a specific contact by ID.
- Get Contact by Customer IDTool to retrieve full contact details by customer ID.
- Get Contact PersonTool to get all information about a contact person.
- Get Sales InvoiceTool to get a single sales invoice by ID.
- List AdministrationsTool to list all administrations accessible by the authenticated user.
- List Contacts SynchronizationTool to list all contact IDs and versions for synchronization.
- List Sales InvoicesTool to list all sales invoices in an administration.
Create & communicateCreate records or send supported messagesView 4 actions
- Add Note to ContactTool to add a note or to-do to a contact.
- Create Moneybird ContactTool to create a new contact in Moneybird.
- Create Contact PersonTool to create a new contact person.
- Create Sales InvoiceTool to create a new sales invoice.
Update & manageChange and manage existing recordsView 4 actions
- Archive ContactTool to archive a contact.
- Update ContactTool to update a contact.
- Update Contact PersonTool to update a contact person.
- Update Sales InvoiceTool to update an existing sales invoice by ID.
Remove & cancelRemove records or cancel supported workView 3 actions
- Delete ContactTool to delete a contact.
- Delete Contact NoteTool to delete a note from a contact.
- Delete Contact PersonTool to delete a contact person from a contact.
Other actionsSpecialist and administrative actions.View 2 actions
- Filter ContactsTool to filter contacts.
- Request Payments Mandate URLTool to request a URL for setting up a Payments mandate.
Connection record
A connection you can control.
- Sign-in
- OAuth sign-in
- Setup
- Sign in with your own Moneybird account. Access is limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Moneybird
How does the agent connect to Moneybird?
You sign in with your own Moneybird account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Moneybird at any time.
What can the agent actually do in Moneybird?
The page above lists the 21 actions currently available through the Moneybird connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Moneybird included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Moneybird is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Moneybird to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.