App

Moneybird integrations

Connect Moneybird to any other app, or use it from your AI client over MCP. Moneybird provides cloud accounting for SME's in Holland.

Connects with OAuthmoneybird.nl
3 triggers26 actions

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 to automate with Moneybird?

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Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start 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)

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What your agent can do with Moneybird

Triggers and actions 3 triggers · 26 actions

  • Trigger
    New Contact

    Triggers when a new contact is created.

  • Trigger
    New Quote

    Triggers when a new quote is created.

  • Trigger
    New Sales Invoice

    Triggers when a new sales invoice is created.

  • Action
    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.

  • Action
    Add external sales invoice

    Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.

  • Action
    Add payment to sales invoice

    Registers a payment against an existing Moneybird sales invoice.

  • Action
    Add product

    /api/v2/{administration_id}/products.json - create a product.

  • Action
    Add project

    /api/v2/{administration_id}/projects.json - create a project.

  • Action
    Add time entry

    Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.

  • Action
    Create Contact

    Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.

  • Action
    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.

  • Action
    Create Quote

    Create a new quote

  • Action
    Create Sales Invoice

    Create a new sales invoice

  • Action
    Delete contact

    Deletes a contact from a Moneybird administration.

  • Action
    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.

  • Action
    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.

  • Action
    Find products by criteria

    Returns the products in a Moneybird administration that match the search text and optional filters.

  • Action
    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.

  • Action
    Find Tax Rate

    Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.

  • Action
    Get contact

    Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.

  • Action
    Get external sales invoice

    Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.

  • Action
    Get project

    Returns one project in a Moneybird administration, including its name, state and budget.

  • Action
    Get Quote

    Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.

  • Action
    Get sales invoice

    Fetches a sales invoice by ID. An error occurs if the sales invoice is not found.

  • Action
    Get time entry

    Returns one time entry in a Moneybird administration, including its description, times, project and contact.

  • Action
    Get typeless document

    Returns one typeless document in a Moneybird administration, including its reference, contact and attachments.

  • Action
    Send Sales Invoice

    Send a sales invoice

  • Action
    Update contact

    Updates an existing Moneybird contact. Only the fields you fill in are changed; blank fields keep their current value.

  • Action
    Update sales invoice

    /api/v2/{administration_id}/sales_invoices/{id}.json - update a sales invoice.

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What our customers say

Questions

Moneybird, answered

Is there a Moneybird MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Moneybird. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Moneybird actions on demand, or have APIANT build, test and run automations that use Moneybird. Nothing to install.

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 Moneybird?

Any of Moneybird's 26 actions, including Create Contact, Create Document, Create Quote and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Moneybird directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Moneybird two ways. Ask it to do something in Moneybird 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Moneybird API?

No. APIANT connects to the Moneybird API for you, and you sign in to Moneybird once with OAuth. Describe what you want in plain language and your agent builds it on the Moneybird triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Moneybird API documentation and adds it.

Which apps can Moneybird connect to?

Any app in the catalog; the list on this page pairs Moneybird with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.