Moneybird.

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

Supported tools and triggers

Each tool is a typed function your agent can call. Each trigger fires an agent run when something changes upstream.

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.

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Archive Contact

Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.

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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.

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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.

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Create Sales Invoice

Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.

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Delete Contact

Tool to delete a contact. Use after confirming that contact should be removed.

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Delete Contact Note

Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.

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Delete Contact Person

Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.

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Filter Contacts

Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.

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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.

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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.

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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.

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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.

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Get Sales Invoice

Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.

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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.

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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.

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List Sales Invoices

Tool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.

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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).

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Update Contact

Tool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.

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Update Contact Person

Tool to update a contact person. Use after selecting a specific contact person when you need to change their details.

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Update Sales Invoice

Tool to update an existing sales invoice by ID. Use when modifying invoice header or line items.

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Integrations›Moneybird