--- title: "Connect Circle and Moneybird - APIANT.ai" description: "When \"New Access Group\" fires in Circle, your agent runs \"Add external sales invoice\" in Moneybird." canonical: "https://apiant.ai/connect/circle-to-moneybird" --- # Connect Circle and Moneybird When **New Access Group** fires in [Circle](https://apiant.ai/connections/circle), your agent runs **Add external sales invoice** in [Moneybird](https://apiant.ai/connections/moneybird), or **New Contact** in Moneybird to **Create Contact** in Circle. Describe the whole flow and it is built, tested on every scenario and kept running. Circle **16** triggers Circle **21** actions Moneybird **3** triggers Moneybird **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circle and Moneybird to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Circle and Moneybird can do together ### From Circle to Moneybird - When **New Access Group** in Circle then **Add external sales invoice** in Moneybird - When **New Comment Posted** in Circle then **Add payment to sales invoice** in Moneybird ### From Moneybird to Circle - When **New Contact** in Moneybird then **Create Contact** in Circle - When **New Quote** in Moneybird then **Send Direct Message** in Circle 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 Circle and Moneybird ## Triggers and actions 19 triggers · 47 actions - Trigger **Content Approved** Triggers when a moderator approves reported (flagged) content in your Circle community. - Trigger **Content Flagged** Triggers when a piece of community content (a post, comment or message) is reported for moderation. - Trigger **Content Rejected** Triggers when a moderator rejects reported content (a post or comment) in your Circle community. - Trigger **New Access Group** Triggers when a new access group is created in your Circle community. - Trigger **New Comment Posted** Triggers when a new comment is posted in your Circle community, optionally limited to one space or post. - Trigger **New Event Created** Triggers when a new event is published in your Circle community, optionally limited to one event space. - Trigger **New Event RSVP** Triggers when a member RSVPs yes to the selected Circle event. - Trigger **New Member Active Subscription** Triggers when a community member's paid subscription becomes active in Circle. - Trigger **New Member Added** Triggers when a new member joins the Circle community. Optionally includes invited members who have not finished setting up their profile, or only members with chosen tags. - Trigger **New Member Canceled Subscription** Triggers when a community member's paid subscription is canceled in Circle, returning the canceled subscription with its member and paywall details. - Trigger **New Member Paid Charge** Triggers when a community member is charged successfully (a new paid charge appears in Circle). - Trigger **New Member Past Due Subscription** Triggers when a community member's paid subscription becomes past due. - Trigger **New Member Refunded Charge** Triggers when a member's charge is refunded, fully or partially, in your Circle community. - Trigger **New Post** Triggers when a new basic post is published in your Circle community, optionally limited to one space or space group. - Trigger **New Space Created** Triggers when a new space is created in your Circle community. - Trigger **New Tagged Member** Triggers when a member tag is applied to a community member or contact in your Circle community. - Action **Add Member to Space Group** Adds an existing community member, by email, to a space group and to every space in that group. Does nothing if they are already in the group. - Action **Create Comment** Creates a comment on a Circle post, or a reply to an existing comment, optionally authored as another community member. - Action **Create Contact** Creates a non-member contact (lead) in your Circle community from an email address. The contact appears in your audience for email marketing but has no login or community access. - Action **Create Course Section** Creates a new section at the end of a course space. The section starts with no lessons. - Action **Find Member** Finds a community member by their exact email address, including invited members who have not finished setting up their profile. - Action **Has Member Tag** Checks whether the community member with a given email address has a given member tag, and returns true or false along with the member's id and tags. - Action **Invite Member** Invites a person to your Circle community by email, creating their Circle account if needed, and optionally adds them to spaces, space groups and member tags. Returns the new community member. - Action **Is Member of Space** Checks whether a community member, identified by email, belongs to a chosen space and returns their space membership details. - Action **Is Member of Space Group** Checks whether a community member, identified by email, belongs to a space group, and returns their membership details when they do. - Action **Mark Course Lesson as Completed** Marks a course lesson as completed for a member of the course space, identified by their email address. - Action **Remove Member** Removes a member from your Circle community by deactivating their membership and canceling their running paid subscriptions. Their posts and comments are kept, and inviting the same email again restores the membership. - Action **Remove Member From Access Group** Removes a community member, identified by member ID or email, from an access group. - Action **Remove Member From Event** Removes a member's RSVP from a Circle event, identified by the member's email. The attendee record is kept with its RSVP set to no. - Action **Remove Member From Space** Removes a community member, identified by email, from a space. The person stays a member of the community. - Action **Remove Member From Space Group** Removes a member from a space group and from every space in that group. They stay a member of the community. - Action **RSVP Member to Event** Adds a community member, identified by email, to an event. The member is RSVPed directly when the event auto-RSVPs invited attendees; otherwise they are invited. - Action **Send Direct Message** Sends a direct chat message to a Circle community member, identified by email, optionally as a reply in a thread. - Action **Start a Group Chat** Sends a message to a group of community members in a group chat, starting the group chat if it does not exist yet. The message is sent as the community member the connection authenticates as. - Action **Tag Member** Applies a member tag to the community member with the given email. If the member already has the tag, it is kept. - Action **Untag Member** Removes a member tag from the community member with the given email. The tag itself stays in the community; only its assignment to that member is removed. - Action **Update Event** Updates an existing event in a Circle event space. Only the fields you fill in are changed; everything else on the event stays as it is. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Quote** Triggers when a new quote is created. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created. - Action **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. - Action **Add external sales invoice** Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice. - Action **Add payment to sales invoice** Registers a payment against an existing Moneybird sales invoice. - Action **Add product** /api/v2/{administration_id}/products.json - create a product. - Action **Add project** /api/v2/{administration_id}/projects.json - create a project. - Action **Add time entry** Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration. - Action **Create Contact** Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields. - Action **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. - Action **Create Quote** Create a new quote - Action **Create Sales Invoice** Create a new sales invoice - Action **Delete contact** Deletes a contact from a Moneybird administration. - Action **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. - Action **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. - Action **Find products by criteria** Returns the products in a Moneybird administration that match the search text and optional filters. - Action **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. - Action **Find Tax Rate** Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria. - Action **Get contact** Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history. - Action **Get external sales invoice** Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals. - Action **Get project** Returns one project in a Moneybird administration, including its name, state and budget. - Action **Get Quote** Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals. - Action **Get sales invoice** Fetches a sales invoice by ID. An error occurs if the sales invoice is not found. - Action **Get time entry** Returns one time entry in a Moneybird administration, including its description, times, project and contact. - Action **Get typeless document** Returns one typeless document in a Moneybird administration, including its reference, contact and attachments. - Action **Send Sales Invoice** Send a sales invoice - Action **Update contact** Updates an existing Moneybird contact. Only the fields you fill in are changed; blank fields keep their current value. - Action **Update sales invoice** /api/v2/{administration_id}/sales_invoices/{id}.json - update a sales invoice. ## Each app on its own - [ **Circle** A modern community platform for creators.](https://apiant.ai/connections/circle) - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) Reviews ## What our customers say ## More from Circle - [ **Circle to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circle-to-hubspot) - [ **Circle to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circle-to-salesforce) - [ **Circle to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circle-to-slack) - [ **Circle to Google Sheets** Google Sheets](https://apiant.ai/connect/circle-to-google-sheets) - [ **Circle to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circle-to-gmail) - [ **Circle to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circle-to-google-calendar) ## More into Moneybird - [ **HubSpot to Moneybird** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moneybird) - [ **Google Sheets to Moneybird** Google Sheets](https://apiant.ai/connect/google-sheets-to-moneybird) - [ **Gmail to Moneybird** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moneybird) - [ **Google Calendar to Moneybird** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moneybird) - [ **Google Drive to Moneybird** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-moneybird) - [ **Mailchimp to Moneybird** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-moneybird) Questions ## Circle and Moneybird, answered ### ### What can start an automation from Circle? Any of Circle's 16 triggers in the catalog, including New Access Group, New Comment Posted, New Event Created and New Event RSVP. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Moneybird when something happens in Circle? 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 Circle? Yes. When something happens in Moneybird, your agent can act in Circle too. This page covers both directions: Moneybird's triggers and Circle's actions are listed here as well. ### ### Do I have to build a connector for Circle 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. ### ### Can my AI client use Circle and Moneybird without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.