Integration
Connect EquipDash and Moneybird
When something happens in EquipDash 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 EquipDash 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 EquipDash and Moneybird can do together
From EquipDash to Moneybird
When Booking Status Changed in EquipDash
then Add Attachment to New Document in Moneybird
When Booking Updated in EquipDash
then Add external sales invoice in Moneybird
From Moneybird to EquipDash
When New Contact in Moneybird
then Add Inventory to Product in EquipDash
When New Quote in Moneybird
then Add Note to Booking in EquipDash
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 EquipDash and Moneybird
Triggers and actions 21 triggers · 61 actions
Trigger
Booking CancelledTriggers when a booking is cancelled.
Trigger
Booking Checked InTriggers when a booking is checked in.
Trigger
Booking Picked UpTriggers when a booking is picked up.
Trigger
Booking ReturnedTriggers when a booking is returned.
Trigger
Booking Status ChangedTriggers when a booking status changes.
Trigger
Booking UpdatedTriggers when a booking is updated.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Experience CreatedTriggers when a new experience is created.
Trigger
Experience Schedule CreatedTriggers when an experience schedule is created.
Trigger
Experience UpdatedTriggers when an experience is updated.
Trigger
Inventory AddedTriggers when inventory is added to a product.
Trigger
Inventory UpdatedTriggers when inventory is updated.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
Payment ReceivedTriggers when a payment is received.
Trigger
Product CreatedTriggers when a new product is created.
Trigger
Product UpdatedTriggers when a product is updated.
Trigger
Promo Code CreatedTriggers when a new promo code is created.
Trigger
Shift CreatedTriggers when a new shift is created.
Action
Add Inventory to ProductAdds inventory to a product.
Action
Add Note to BookingAdds a note to a booking.
Action
Add Note to CustomerAdds a note to a customer.
Action
Add Note to WorkshopAdds a note to a workshop item.
Action
Add Payment to BookingAdds a payment to a booking.
Action
Add Pricing to ProductAdds a pricing tier to a product.
Action
Add Schedule to ExperienceAdds a schedule slot to an experience.
Action
Add to WorkshopAdds an item to the workshop.
Action
Archive ExperienceArchives an experience.
Action
Archive ProductArchives a product.
Action
Cancel BookingCancels a booking.
Action
Check Product AvailabilityChecks availability of a product for given dates.
Action
Create BookingCreates a new booking.
Action
Create CustomerCreates a new customer.
Action
Create ExperienceCreates a new experience.
Action
Create Experience CategoryCreates a new experience category.
Action
Create ProductCreates a new product.
Action
Create Product CategoryCreates a new product category.
Action
Create Promo CodeCreates a new promo code.
Action
Create ShiftCreates a new staff shift.
Action
Create TagCreates a new tag.
Action
Create VoucherCreates a new voucher.
Action
Delete CustomerDeletes a customer.
Action
Find CustomerFinds a customer.
Action
Find ExperienceFinds a experience.
Action
Find ProductFinds a product.
Action
Find Promo CodeFinds a promo code.
Action
Find StaffFinds a staff.
Action
Find VoucherFinds a voucher.
Action
Remove From WorkshopRemoves an item from the workshop.
Action
Update Booking StatusUpdates the status of a booking.
Action
Update CustomerUpdates a customer.
Action
Update ExperienceUpdates an experience.
Action
Update ProductUpdates a product.
Action
Update Tags on BookingUpdates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New QuoteTriggers when a new quote is created.
Trigger
New Sales InvoiceTriggers when a new sales invoice is created.
Action
Add Attachment to New DocumentCreates 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 invoiceImports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.
Action
Add payment to sales invoiceRegisters 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 entryRecords a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.
Action
Create ContactCreates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.
Action
Create DocumentCreates 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 QuoteCreate a new quote
Action
Create Sales InvoiceCreate a new sales invoice
Action
Delete contactDeletes a contact from a Moneybird administration.
Action
Find ContactReturns 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 accountsReturns 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 criteriaReturns the products in a Moneybird administration that match the search text and optional filters.
Action
Find sales invoices by criteriaReturns up to 100 sales invoices that match the specified state, period, reference, contact, recurring invoice, workflow or created/updated time.
Action
Find Tax RateReturns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.
Action
Get contactReturns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.
Action
Get external sales invoiceReturns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.
Action
Get projectReturns one project in a Moneybird administration, including its name, state and budget.
Action
Get QuoteReturns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.
Action
Get sales invoiceFetches a sales invoice by ID. An error occurs if the sales invoice is not found.
Action
Get time entryReturns one time entry in a Moneybird administration, including its description, times, project and contact.
Action
Get typeless documentReturns one typeless document in a Moneybird administration, including its reference, contact and attachments.
Action
Send Sales InvoiceSend a sales invoice
Action
Update contactUpdates 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.
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
More from EquipDash
EquipDash to KnockNotification infrastructure API for sending multi-channel messages: email, SMS, push, in-app, and chat...
EquipDash to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EquipDash to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EquipDash to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EquipDash to Google SheetsGoogle Sheets
EquipDash to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Moneybird
HubSpot to MoneybirdHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to MoneybirdGoogle Sheets
Gmail to MoneybirdGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MoneybirdGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to MoneybirdGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to MoneybirdMailchimp marketing automation and email platform.
Questions
EquipDash and Moneybird, answered
What can start an automation from EquipDash?
Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Moneybird when something happens in EquipDash?
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 EquipDash?
Yes. When something happens in Moneybird, your agent can act in EquipDash too. This page covers both directions: Moneybird's triggers and EquipDash's actions are listed here as well.
Do I have to build a connector for EquipDash 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.