Moneybird

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

21 actions Integration catalog

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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Add Note to ContactMONEYBIRD_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 ContactMONEYBIRD_ARCHIVE_CONTACT

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

Create Moneybird ContactMONEYBIRD_CREATE_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 PersonMONEYBIRD_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 InvoiceMONEYBIRD_CREATE_SALES_INVOICE

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

Delete ContactMONEYBIRD_DELETE_CONTACT

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

Delete Contact NoteMONEYBIRD_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 PersonMONEYBIRD_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 ContactsMONEYBIRD_FILTER_CONTACTS

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

Get Additional ChargesMONEYBIRD_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 ContactMONEYBIRD_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 IDMONEYBIRD_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 PersonMONEYBIRD_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 InvoiceMONEYBIRD_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 AdministrationsMONEYBIRD_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 SynchronizationMONEYBIRD_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 InvoicesMONEYBIRD_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 URLMONEYBIRD_REQUEST_CONTACT_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 ContactMONEYBIRD_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 PersonMONEYBIRD_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 InvoiceMONEYBIRD_UPDATE_SALES_INVOICE

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