Moneybird

accounting 21 tools available

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

Connect Moneybird Visit Moneybird

About this integration

Connect Moneybird to Definable to auto-categorise transactions, draft invoices on closed deals, surface cash-flow signals. Personas call Moneybird's 21 tools directly from chat or scheduled flows. Pair with a finance persona to keep books current and surface what needs human review.

Connect Moneybird to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 21 exposed

Plans All, incl. Free

Data Never trained on

Moneybird · in workflows

What teams actually run.

Three patterns teams run with Moneybird on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Auto-categorise

│ New transaction lands

│ Agent classifies based on history + memo

└ Writes the category back

Invoice from event

│ Triggered by a closed deal

│ Persona drafts the invoice

└ Sends with the right terms

Cash-flow digest

│ Pull this week's ins/outs

│ Highlight unusual entries

└ Email a one-pager

21 tools available

The Moneybird toolbox.

Every Moneybird capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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 Contact

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

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.

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 Invoice

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

Delete Contact

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

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 Person

Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.

Filter Contacts

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

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 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 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 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 Invoice

Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.

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 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 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 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 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 Person

Tool to update a contact person. Use after selecting a specific contact person when you need to change their details.

Update Sales Invoice

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

See it run

One prompt, start to finish.

A real prompt, the Moneybird tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Moneybird task end-to-end — plan it, execute across the API, and hand back a verified result.

moneybird.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

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

moneybird.create_moneybird_contact Tool to create a new contact in Moneybird. Use after you have an administration ID and nee · verified

done

Done. Moneybird responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Moneybird

Questions, answered.

What teams ask before connecting Moneybird.

01 What can I automate with Moneybird on Definable?

Anything Moneybird exposes through its API. Common accounting workflows on Definable include auto-categorise transactions, draft invoices on closed deals, surface cash-flow signals. Personas can call any of the 21 Moneybird tools directly, then chain the result into another integration without you writing code.

02 How does Moneybird authentication work?

Moneybird uses OAUTH2, API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Moneybird integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 21 Moneybird tools. You only need a separate Moneybird subscription if Moneybird itself charges per seat or per API call.

04 Is using Moneybird through Definable secure?

Every call from a persona to Moneybird is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Moneybird on Definable?

Sign up for Definable, open the integrations page, find Moneybird, and connect via OAuth or API key. You can immediately attach Moneybird to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Moneybird actions does Definable expose?

Definable exposes all 21 Moneybird actions as callable tools — including `Add Note to Contact`, `Archive Contact`, `Create Moneybird Contact`, plus 18 more. Each tool gets a typed parameter schema so personas know exactly how to call it.