Moneybird Tools
Moneybird 是一个面向小型企业和自由职业者的在线开票和会计平台，提供开票、费用跟踪和财务报告等功能。
让 AI 智能体使用 Moneybird Tools
Aident Loadout 让 Claude Code、Codex、Cursor 和其他受支持的智能体调用 Moneybird Tools。可选择 21 个受支持的操作。 可在 Audit 中审核每次执行。
通过 Aident Vault 连接一次 Moneybird Tools。智能体无需获取底层凭证即可使用受支持的操作。
分类
Integration价格与支付
- 价格
- 在 Loadout 中免费。使用个人连接的账号时，服务提供商可能收费。
- 统一支付
- 暂不支持。需要时请连接服务提供商账号。
包含的操作
- 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.