# Moneybird AI integration on Definable

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

## What this connects

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

Vendor: https://moneybird.com

## Tools available

**21** tools available. First 12:

- `MONEYBIRD_ADD_NOTE_TO_CONTACT` — 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.
- `MONEYBIRD_ARCHIVE_CONTACT` — Archive Contact — Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
- `MONEYBIRD_CREATE_CONTACT` — Create Moneybird 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.
- `MONEYBIRD_CREATE_CONTACT_PERSON` — 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.
- `MONEYBIRD_CREATE_SALES_INVOICE` — Create Sales Invoice — Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
- `MONEYBIRD_DELETE_CONTACT` — Delete Contact — Tool to delete a contact. Use after confirming that contact should be removed.
- `MONEYBIRD_DELETE_CONTACT_NOTE` — Delete Contact Note — Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
- `MONEYBIRD_DELETE_CONTACT_PERSON` — Delete Contact Person — Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
- `MONEYBIRD_FILTER_CONTACTS` — Filter Contacts — Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
- `MONEYBIRD_GET_ADDITIONAL_CHARGES` — 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.
- `MONEYBIRD_GET_CONTACT` — 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.
- `MONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID` — 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.

## Auth

Auth schemes: `OAUTH2`, `API_KEY`. Managed by Definable: `OAUTH2` — no client credentials required from the user.

## How agents use Moneybird

Inside a Definable workflow, Moneybird is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Moneybird** — the Researcher (GPT-5.5) pulls context from Moneybird (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Moneybird** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Moneybird (create record, post message, draft email).
- **Designer / Engineer → Distributor → Moneybird** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Moneybird (attach file, open PR comment, post status).

The Verifier checks every Moneybird call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- accounting — https://definable.ai/apps/category/accounting/
- proposal & invoice management — https://definable.ai/apps/category/proposal-&-invoice-management/

## Related

- HTML page: https://definable.ai/apps/moneybird/
- Same category (accounting): https://definable.ai/apps/category/accounting/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt