Integration
Connect Moneybird and Credly
When New Contact fires in Moneybird, your agent runs Issue Badge in Credly, or New issued badge in Credly to Add external sales invoice in Moneybird. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Moneybird and Credly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Moneybird and Credly can do together
From Moneybird to Credly
When New Contact in Moneybird
then Issue Badge in Credly
From Credly to Moneybird
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Moneybird and Credly
Triggers and actions 4 triggers · 44 actions
- New Contact
Triggers when a new contact is created.
- New Quote
Triggers when a new quote is created.
- New Sales Invoice
Triggers when a new sales invoice is created.
- Add Attachment to New Document
Creates a new document in the Moneybird inbox and attaches a file to it, ready to be classified as a purchase invoice or receipt.
- Add external sales invoice
Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.
- Add payment to sales invoice
Registers a payment against an existing Moneybird sales invoice.
- Add product
/api/v2/{administration_id}/products.json - create a product.
- Add project
/api/v2/{administration_id}/projects.json - create a project.
- Add time entry
Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.
- Create Contact
Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.
- Create Document
Creates a new typeless document (a document whose type is not yet known, such as an uploaded receipt or bill) in a Moneybird administration.
- Create Quote
Create a new quote
- Create Sales Invoice
Create a new sales invoice
- Delete contact
Deletes a contact from a Moneybird administration.
- Find Contact
Returns the Moneybird contacts that match a free-text search (name, contact people, email, phone, customer id, tax number, chamber of commerce number, IBAN or address), optionally narrowed by filters.
- Find ledger accounts
Returns the ledger accounts in a Moneybird administration whose name or account code contains the search text, optionally limited to one account type.
- Find products by criteria
Returns the products in a Moneybird administration that match the search text and optional filters.
- Find sales invoices by criteria
Returns up to 100 sales invoices that match the specified state, period, reference, contact, recurring invoice, workflow or created/updated time.
- Find Tax Rate
Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.
- Get contact
Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.
- Get external sales invoice
Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.
- Get project
Returns one project in a Moneybird administration, including its name, state and budget.
- Get Quote
Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.
- Get sales invoice
Fetches a sales invoice by ID. An error occurs if the sales invoice is not found.
- Get time entry
Returns one time entry in a Moneybird administration, including its description, times, project and contact.
- Get typeless document
Returns one typeless document in a Moneybird administration, including its reference, contact and attachments.
- Send Sales Invoice
Send a sales invoice
- Update contact
Updates an existing Moneybird contact. Only the fields you fill in are changed; blank fields keep their current value.
- Update sales invoice
/api/v2/{administration_id}/sales_invoices/{id}.json - update a sales invoice.
- New issued badge
Triggers when a new badge is issued by your Credly organization.
- Add badge template
Creates a new badge template in your Credly organization and returns its id.
- Add employee
Adds an employee to your Credly Workforce organization and returns the new employee record.
- Delete badge template
Deletes a badge template from the Credly organization.
- Delete employee
Deletes an employee from your Credly Workforce organization.
- Get badge template
Returns a single badge template from your Credly organization, including its description, skills, criteria, state and visibility.
- Get employee
Returns a single employee in your Credly organization, looked up by email address, Credly id or your own external id.
- Get issued badge
Returns the details of a single issued badge, including its recipient, state, badge template and evidence.
- Get organization
Returns the details of the Credly organization this account is connected to.
- Issue Badge
Issues a new badge from one of your badge templates to a recipient by email.
- List badge templates
Returns the badge templates of your Credly organization, optionally filtered by name, state, skills, dates and more.
- List employees
Returns the employees in your Credly organization, optionally filtered by name or email, connection status or badge level.
- List endorsements
Returns the endorsements your organization holds on a badge template, including their competencies, credits and validity dates.
- List issued badges
Returns the badges your Credly organization has issued, with optional filters by recipient, badge template, state and dates, and a choice of sort order.
- List organizations
Returns the Credly organizations visible to the connected account.
- Replace issued badge
Replaces an issued badge with a new badge, optionally changing its template, recipient details, dates and evidence. Returns the new replacement badge.
- Revoke issued badge
Revokes an issued badge, removing it from the earner's wallet and public profile, and returns the updated badge.
- Update badge template
Updates an existing badge template in your Credly organization. Only the values you fill in are changed.
- Update employee
Updates an existing employee in your Credly organization, identified by email or your own employee ID. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Moneybird
Moneybird to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Moneybird to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Moneybird to StripeStripe is a payment processing platform for online businesses.
Moneybird to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Moneybird to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Moneybird to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Credly
ActiveCampaign to CredlyActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to CredlyOrganize anything with Airtable, a modern database created for everyone.
Asana to CredlyAsana is a collaborative information manager for workspace.
ClickUp to CredlyClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to CredlyBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to CredlyCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Moneybird and Credly, answered
What can start an automation from Moneybird?
Any of Moneybird's 3 triggers in the catalog, including New Contact, New Quote and New Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Credly when something happens in Moneybird?
Any of Credly's 18 actions, including Update badge template, Update employee, Add badge template and Add employee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Credly to Moneybird?
Yes. When something happens in Credly, your agent can act in Moneybird too. This page covers both directions: Credly's triggers and Moneybird's actions are listed here as well.
Do I have to build a connector for Moneybird or Credly?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Moneybird and Credly without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.