Integration
Connect Kustomer and Moneybird
When Conversation Created fires in Kustomer, your agent runs Add external sales invoice in Moneybird, or New Contact in Moneybird to Add message in Kustomer. Describe the whole flow 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 Kustomer and Moneybird to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Kustomer and Moneybird can do together
From Kustomer to Moneybird
When Conversation Created in Kustomer
then Add external sales invoice in Moneybird
From Moneybird to Kustomer
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 Kustomer and Moneybird
Triggers and actions 9 triggers · 47 actions
- Conversation Created
Triggers when a new conversation is created in Kustomer.
- Conversation Updated
Triggers when a Kustomer conversation is created or updated.
- Customer Created
Triggers when a new customer is created in Kustomer.
- Customer Updated
Triggers when a Kustomer customer is created or updated.
- Message Created
Triggers when a new message is sent or received in Kustomer.
- Message Updated
Triggers when a Kustomer message is created or updated.
- Add custom object
Creates a new custom object (KObject) of the chosen custom object type in Kustomer.
- Add message
Adds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.
- Create Company
Creates a company in Kustomer that customers can be linked to.
- Create Conversation
Creates a new conversation for a Kustomer customer, with an optional name, status and tags.
- Create Customer
Creates a new customer in Kustomer with a name, email, phone and optional external ID.
- Create Notes
Adds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.
- Create User
Invites a new agent user to your Kustomer org by name and email.
- Delete Customer
Deletes a Kustomer customer by ID.
- Find Conversation
Finds a Kustomer conversation by the external ID your own system gave it.
- Find Customer
Finds a Kustomer customer by email address and returns their ID, name and phone.
- Find custom objects by criteria
Returns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.
- Find User
Finds a Kustomer agent user by email address.
- Get Company
Returns one Kustomer company by ID.
- Get Conversation
Returns one Kustomer conversation by ID, with its subject, status, customer and timestamps.
- Get Customer
Returns one Kustomer customer by ID, with name, emails, phones and timestamps.
- Get message
Returns a single Kustomer message by its ID, including its attributes and related conversation and customer.
- Get user
Returns a Kustomer user (agent) by their ID, including name, email and other profile attributes.
- List teams
Returns the teams in your Kustomer organization, optionally filtered by role group or deleted status.
- Update company
Updates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.
- Update Conversation
Updates a Kustomer conversation's subject or status. Only the fields you fill in are changed.
- Update Customer
Updates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.
- 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
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Questions
Kustomer and Moneybird, answered
What can start an automation from Kustomer?
Any of Kustomer's 6 triggers in the catalog, including Conversation Created, Conversation Updated, Customer Created and Customer Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Moneybird when something happens in Kustomer?
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 Kustomer?
Yes. When something happens in Moneybird, your agent can act in Kustomer too. This page covers both directions: Moneybird's triggers and Kustomer's actions are listed here as well.
Do I have to build a connector for Kustomer 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 Kustomer 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.