Integration
Connect Moneybird to Aurora Inbox
When something happens in Moneybird, your agent does the next thing in Aurora Inbox. 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 Moneybird and Aurora Inbox 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 Moneybird can start in Aurora Inbox
When New Contact in Moneybird
then Update Contact in Aurora Inbox
When New Quote in Moneybird
then Add chat in Aurora Inbox
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 Moneybird and Aurora Inbox
Triggers and actions 3 triggers · 46 actions
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.
Action
Add chatCreates a new chat conversation for a contact on a specific channel.
Action
Add companyAdds a new company.
Action
Add tagCreates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned.
Action
Create OpportunityCreate a new opportunity
Action
Delete contactDeletes a contact by its ID.
Action
Find chats by criteriaReturns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria.
Action
Get ChatReturns one chat by id: contact, channel, channel type, owner, agents and status flags.
Action
Get companyFetches a single company by id.
Action
Get contactFetches a single contact by id.
Action
Get or Create ContactFinds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it.
Action
List Chat OpportunitiesReturns the opportunities (deals) attached to a chat.
Action
List Chat TagsReturns all tags currently attached to a chat: attachment id, roomId, tagId, tagName.
Action
List companiesLists companies in Aurora Inbox, optionally filtered by a keyword search.
Action
List tagsReturns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each.
Action
List teamsReturns all teams configured in the Aurora Inbox account, including their members and roles.
Action
Send media messageSends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption.
Action
Send messageSends a text message, or an internal note visible only to agents, to an Aurora Inbox chat.
Action
Tag chatAttaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned.
Action
Update companyUpdates fields on an existing company.
Action
Update ContactUpdates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values.
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 Moneybird
Moneybird to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Moneybird to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Moneybird to StripeStripe is a payment processing platform for online businesses.
Moneybird to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Moneybird to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Moneybird to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Aurora Inbox
HubSpot to Aurora InboxHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Aurora InboxSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Aurora InboxSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Aurora InboxGoogle Sheets
Gmail to Aurora InboxGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Aurora InboxGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Moneybird and Aurora Inbox, answered
What can start an automation from Moneybird?
Any of Moneybird's 3 triggers in the catalog, including New Contact, New Quote and New Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Aurora Inbox when something happens in Moneybird?
Any of Aurora Inbox's 20 actions, including Create Opportunity, Send media message, Send message and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Aurora Inbox to Moneybird?
Aurora Inbox has no triggers in the catalog today, so automations start in Moneybird. If you need the other direction, ask: your agent reads Aurora Inbox's API documentation and adds it.
Do I have to build a connector for Moneybird or Aurora Inbox?
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.