Moneybird Tools
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Use Moneybird Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Moneybird Tools. Choose from 21 supported Actions. Review each execution in Audit.
Connect Moneybird Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
IntegrationPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Moneybird Add Note To ContactTool 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.
- Moneybird Archive ContactTool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
- Moneybird Create ContactTool 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.
- Moneybird Create Contact PersonTool 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.
- Moneybird Create Sales InvoiceTool to create a new sales invoice. Use when you need to bill a contact with specified line items.
- Moneybird Delete ContactTool to delete a contact. Use after confirming that contact should be removed.
- Moneybird Delete Contact NoteTool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
- Moneybird Delete Contact PersonTool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
- Moneybird Filter ContactsTool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
- Moneybird Get Additional ChargesTool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.
- Moneybird Get ContactTool 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.
- Moneybird Get Contact By Customer IdTool to retrieve full contact details by customer ID. Use when you need all fields of a contact given its customer_id.
- Moneybird Get Contact PersonTool 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.
- Moneybird Get Sales InvoiceTool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.
- Moneybird List AdministrationsTool to list all administrations accessible by the authenticated user. Use when you need to obtain administration_id for subsequent operations like create_contact.
- Moneybird List Contacts SynchronizationTool to list all contact IDs and versions for synchronization. Use when you need to detect which contacts have changed and update local data accordingly.
- Moneybird List Sales InvoicesTool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.
- Moneybird Request Contact Payments Mandate UrlTool 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).
- Moneybird Update ContactTool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.
- Moneybird Update Contact PersonTool to update a contact person. Use after selecting a specific contact person when you need to change their details.
- Moneybird Update Sales InvoiceTool to update an existing sales invoice by ID. Use when modifying invoice header or line items.
Provider sources
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