Integration
Connect 5pm and Moneybird
When something happens in 5pm or Moneybird, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want 5pm and Moneybird to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What 5pm and Moneybird can do together
From 5pm to Moneybird
When New Progress in 5pm
then Add Attachment to New Document in Moneybird
From Moneybird to 5pm
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with 5pm and Moneybird
Triggers and actions 10 triggers · 47 actions
- New Progress
Triggers when a new task progress is created.
- New Project
Fires when a new project is created in 5pm.
- New Task
Triggers when a new support task is created.
- New User
Triggers when a new support user is created.
- Updated Project
Fires when a project is updated in 5pm.
- Updated Task
Triggers when a new support task is updated.
- Updated User
Triggers when a new support user is updated.
- Add Task Progress
Add Task Progress (progress in percent and house down).
- Add User
Create a new user in the 5pm account (UsersService add).
- Create Note
Creates a new note in task.
- Create Project
Creates a new project.
- Create Task
- Delete Note
Remove an activity note/progress message (ActivityService remove).
- Delete Project
Remove a project (ProjectsService remove).
- Delete Task
Remove a task from a 5pm project (TasksService remove).
- Delete User
Remove a user from the account (UsersService remove).
- Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
- Find Task
Finds a task in the application.
- Find Task by Id
Finds a task by Id in the application.
- Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
- Find User by Id
Finds a user by Id in the system.
- List Notes
List activity notes/progress messages on a task (ActivityService getList).
- List Projects
List all projects in the account (ProjectsService getAll/getList).
- List Users
List all users in the account (UsersService getAll).
- Update Note
Update an activity note/progress message (ActivityService update).
- Update Project
Update a project's fields (ProjectsService update).
- Update Task
Update task in the application.
- Update User
Update a user's fields (UsersService update).
- New Contact
Triggers when a new contact is created.
- New Quote
Triggers when a new quote is created.
- New Sales Invoice
Triggers when a new sales invoice is created.
- Add Attachment to New Document
Creates a new document in the Moneybird inbox and attaches a file to it, ready to be classified as a purchase invoice or receipt.
- Add external sales invoice
Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.
- Add payment to sales invoice
Registers a payment against an existing Moneybird sales invoice.
- Add product
/api/v2/{administration_id}/products.json - create a product.
- Add project
/api/v2/{administration_id}/projects.json - create a project.
- Add time entry
Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.
- Create Contact
Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.
- Create Document
Creates a new typeless document (a document whose type is not yet known, such as an uploaded receipt or bill) in a Moneybird administration.
- Create Quote
Create a new quote
- Create Sales Invoice
Create a new sales invoice
- Delete contact
Deletes a contact from a Moneybird administration.
- Find Contact
Returns the Moneybird contacts that match a free-text search (name, contact people, email, phone, customer id, tax number, chamber of commerce number, IBAN or address), optionally narrowed by filters.
- Find ledger accounts
Returns the ledger accounts in a Moneybird administration whose name or account code contains the search text, optionally limited to one account type.
- Find products by criteria
Returns the products in a Moneybird administration that match the search text and optional filters.
- Find sales invoices by criteria
Returns up to 100 sales invoices that match the specified state, period, reference, contact, recurring invoice, workflow or created/updated time.
- Find Tax Rate
Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.
- Get contact
Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.
- Get external sales invoice
Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.
- Get project
Returns one project in a Moneybird administration, including its name, state and budget.
- Get Quote
Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.
- Get sales invoice
Fetches a sales invoice by ID. An error occurs if the sales invoice is not found.
- Get time entry
Returns one time entry in a Moneybird administration, including its description, times, project and contact.
- Get typeless document
Returns one typeless document in a Moneybird administration, including its reference, contact and attachments.
- Send Sales Invoice
Send a sales invoice
- Update contact
Updates an existing Moneybird contact. Only the fields you fill in are changed; blank fields keep their current value.
- Update sales invoice
/api/v2/{administration_id}/sales_invoices/{id}.json - update a sales invoice.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
5pm and Moneybird, answered
What can start an automation from 5pm?
Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Moneybird when something happens in 5pm?
Any of Moneybird's 26 actions, including Create Contact, Create Document, Create Quote and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Moneybird to 5pm?
Yes. When something happens in Moneybird, your agent can act in 5pm too. This page covers both directions: Moneybird's triggers and 5pm's actions are listed here as well.
Do I have to build a connector for 5pm or Moneybird?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.